Cofounder of Anode Labs. Bringing energy independence to every home.
Since 2017, Tesla’s capital expenditure per incremental unit of capacity has improved from ~$84,000, when the Model 3 was ramping, to ~$7,700. While these improvements indicate that Tesla could continue to increase margins, the more important takeaway is that capital no longer is a bottleneck limiting its growth. Instead, Tesla should be able to... See more
Using the proposed approach, nine different-by-design value capturing mechanisms were identified: value transfer*(1), work “staking” token(2), protocol consensus token(3), dividend(4), backing by another asset(s)(5), discount token(6), internal product governance(7), meta-governance(8)**, and hedonic value(9)
The key to the value of DERs is that they make electricity demand more controllable. With energy generation and storage scattered throughout distribution grids, grid operators have a way to move energy around, both geographically and temporally, without firing up more power plants. They can absorb extra energy if there’s a dip in demand or produce... See more
The first major [blockchain] breakthrough was bitcoin, which invented digital gold. The second was Ethereum, which introduced general-purpose smart contracts. Helium presents the most ambitious new use case for blockchains we’ve seen since Ethereum.
Dahn and his team solved this with a single crystal NMC 532 cathode. This has much higher levels of manganese (30%) and cobalt (20%), which makes it more efficient. Also, rather than being loads of crystals squashed together, they have been formed into one cohesive crystal, which means there are very few falts for degradation to take hold, which... See more
In terms of its function on the grid, the best way to think of Form’s battery is not as storage, but as the equivalent of a carbon-free natural gas plant. Rather than methane, it runs on renewable energy as fuel, but from the grid’s perspective, it provides basically the same service, which is reliable, dispatchable generation that can run for 100... See more