Jason Badeaux
@jasonbadeaux
Cofounder of Anode Labs. Bringing energy independence to every home.
Jason Badeaux
1/ Wealth is a claim on other people's time
There are a lot of theories on what money is, on what wealth is.
Economists have written very long books on this. It is debt, it is the evolution of barter, it is an information system, etc, etc.
All of these are true... See more
6529twitter.comSo, policy, philanthropy, and individual behavior do have roles to play, but the real solutions to the carbon nightmare will win because they’re cheaper, better, faster, stronger, simpler, and just plain cooler than what’s available today.
Lowercarbon Capital • Act II: Lowercarbon Capital
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
David Roberts • There's real long-duration energy storage now. Can it find a market?
A corporation making central planning decisions and compensating its stakeholders at its discretion will never be as effective as a properly designed permissionless network that scales and compensates its most productive actors using the free market’s conceptions of supply and demand.
Multicoin Capital • Multicoin Capital: Proof of Physical Work
Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.
Worm Capital • The Tesla Decade — Worm Capital
Crypto and
Tesla’s cell constraints are likely to continue over the medium term. Because its most profitable use of cells is likely to be in electric vehicles, we do not expect Tesla’s energy storage business to drive enterprise value meaningfully during the next five years.