Jason Badeaux

Every one of these questions refers to a system that is complex, in the sense that a great many independent agents are interacting with each other in a great many ways [...] the very richness of these interactions allows the system as a whole to undergo spontaneous self-organization. Thus, people trying to satisfy their material needs unconsciously... See more

Crypto-economic protocols allow for people to coordinate their economic activities without a centralized, rent-extracting party, and will help move these industries from corporate feudalism to meritocratic capitalism and freer markets.

Yesterday, there was a wall of Tesla patents in the lobby of our Palo Alto headquarters. That is no longer the case. They have been removed, in the spirit of the open source movement, for the advancement of electric vehicle technology.

Our thesis is that users will willingly contribute their commerce, device, search, and social media data in exchange for tokens, which serve as both their interest in the data’s aggregate value and their governing power. This data can then be used by hedge funds and other investors to forecast the key performance indicators of public and private... See more

The goal isn't to use less energy, or even to just replace fossil fuels. The goal is vastly more energy, to help more people live better lives, and to make it all clean.

We estimate now (April 2022) they have over 5 billion miles of data – up from 3 billion miles in April 2020. 1.5 million+ vehicles on the road today collecting data. By end of year 2022, we expect this to increase to 3 million. 1 00,000+ FSD Beta testers on road today. Competitors: Comma AI (50 million+ mi), Waymo (20 million+), Cruise (2... See more

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.

There’s no mass market for LDES yet — nothing like the hundreds of gigawatts we may eventually need — but there are several localized markets, adding up to several gigawatts of needed capacity, which is more than enough to keep Form busy from 2025 forward.

The next wave of $1B+ crypto companies will disrupt incumbents by keeping an existing consumer experience in web2 while rebuilding its back office in web3.