Jason Badeaux

Our research suggests that travelers in western markets place a value on their work-related travel miles close to their hourly wage, and value their non-work-related travel miles at close to half their hourly wage. In low income countries and at $0.50 per mile, we assume another long tail of demand priced similarly to today’s ride-hail options.... See more

History is littered with examples of incumbent leaders who do not adapt to shifts in innovation from its competitors. Nokia’s failure to respond to Apple’s smart phone technology is an example.

Today, the blockchain is arguably a 10x+ worse consumer experience for anyone that hasn’t already been red pilled, but it can be 10x+ better in cases that rely on incentive alignment between large groups of people who don’t know or trust each other. This is the crypto mullet’s opportunity: web2 consumer products upfront, combined web3 technologies... See more

On the upside, regulatory steps are already being taken to reform how DERs are integrated as a grid resource – though seeing the process through won’t be easy. In 2020, the Federal Energy Regulatory Commission introduced FERC Order No. 2222. This order requires grid operators across the U.S. to develop plans to provide DERs access to wholesale... See more

If interest rates begin to rise or we see a post Covid-19 global slowdown, these automakers may struggle to make interest and debt repayment schedules while borrowing additional debt to fund its plans to rapidly build out their EV infrastructure and compete with Tesla. This issue raises major concerns for the survival of these traditional auto... See more

Rooftop solar, battery storage, electric vehicles, and energy management devices are all examples of DERs – numerous pockets of energy spread throughout the grid rather than concentrated in a single spot. Unlike centralized sources of power, DERs can make the grid flexible and enable control of both electricity supply and demand in real-time.... See more

I found something else surprising about previous energy transitions. Each one later enabled new modes of transport and new materials which were very hard to conceive of during its early phases. In each of the past transitions, the energy source unlocked new distribution technologies and materials that helped drive more adoption for the energy... See more