Jason Badeaux

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

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.

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.

The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.

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

The core strategy has unique elements at each level of the ecosystem: overturning the core product architecture, positioning themselves in key bottleneck components, and resolving system-level limitations that slow the adoption of the technology. At the same time, they have applied an effective approach to build their innovation capital so they can... See more

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.