Jason Badeaux

More so than crypto mining helping the grid, there will be more and more industries with high-electricity operating costs looking to use the cheapest, cleanest energy available. Colocating these high power users with the clean power plants helps create more demand for clean energy, without making interconnection queues worse or requiring more... See more

Tesla is by far the most advanced in releasing an FSD package, announcing in early 2020 that it had completed over 5 billion kilometers of testing under autopilot, against just 2 million miles over the past two years by its nearest competitor Waymo (backed by Google).

The cheapest possible carbon-free US grid involves vastly more centralized renewable energy, but it also involves vastly more distributed energy. What’s more, far from being alternatives, they are complements: the more DERs you put in place, the more centralized renewables you can put on the system. DERs are a utility-scale renewable accelerant.The... See more

Few investors understand the enormous difficulty involved in switching from manufacturing ICE vehicles to EVs. Tesla has widely automated their vehicle manufacturing facilities, which has resulted in substantially higher operating profitability than its larger ICE vehicle competitors.

If you can have a net-zero economy, then there's no more need to conserve.

Early on in an energy transition, there is often more attention on how well they can do existing things. Examples include how well coal could heat and oil and electricity could light. But the larger impact for any energy transition, like other new technologies, is to enable us to do brand new things.

The HDTV resolution suggests that Tesla made their center console for watching things, not for driving the car. This bad boy is allllll about the driverless future. This isn’t a car with a weird dashboard, this is a mobile living room.