Jason Badeaux

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

ARK believes that the companies owning the autonomous technology stack and successful electric vehicle platforms will capitalize disproportionately on the economic benefits.

A token is a necessary element of a system if the use of any other in its place would damage the system’s normal functioning.

It's unfair to judge Ethereum (which launched 7 years ago) or Solana (which launched 2 years ago), both of which do claim to enable "use cases", by Bitcoin's 13-year history. Smart contract platforms are a different technology than blockchains, even if they are colloquially used interchangeably. Many major projects on Ethereum, have only a few... See more

Tesla doesn’t want to limit the scale of battery manufacturing to the number of cars it can produce. So Tesla is selling its batteries to other car manufacturers. This is pretty astonishing. Tesla has developed a material technology advantage over its direct competitors. Rather than using that to differentiate its product, Tesla is selling that... See more

Tesla recognized the complex supply chain in the automotive industry and revolutionized it through vertical integration across its factory, including battery and electric motor production. At its recent AI day, Tesla revealed its in-house AI training chip (called the D1 Dojo chip). The chip, based on itself, would be ranked in the top 10 super... See more

These teams are taking their innovations straight to consumers and enterprises who may not vote for the same people nor share the same climate values, but who buy their products and services because they are just simply cheaper and better.