Jason Badeaux

The cheapest possible carbon-free US grid involves vastly more centralized renewable energy, but it also involves vastly more distributed energy. What’s more, far from being alternatives, they are complements: the more DERs you put in place, the more centralized renewables you can put on the system. DERs are a utility-scale renewable accelerant.The... See more

Blockchains are an alternative system for promise enforcement, fundamentally different from any system human history has seen before. Promises in blockchain systems are enforced by miners, who — in reasonably competitive mining markets — have limited ability, and weak incentives, to do anything other than execute others' promises roughly according... See more

This Tesla plant provides the equipment, space, and technology needed to manufacture everything the company provides. That includes electric cars, lithium-ion battery cells, solar panels, and much more. The Gigafactory allows for faster production and eliminates extra costs of shipping parts to different locations for assembly. As Tesla’s own... See more

Guilt and shame don’t and won’t change anything at scale. There simply aren’t enough people willing to buy more expensive products nor companies on board with overpaying for sustainable materials just because they feel bad. Cheers to consumers and companies that spend a little more to choose options with climate in mind. You’ve undoubtedly helped... 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

Autonomous electric ride-hail vehicles should benefit from much higher utilization rates than human-driven cars, not to mention lower labor and insurance costs. ARK estimates that, at scale, an autonomous electric taxi platform could price rides profitably at $0.25 per mile. As a result, autonomous rides could cost less than personal car... See more

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