Jason Badeaux

The future grid will be built from the bottom up, driven by new technologies, DERs, that are in many ways superior to their predecessors.

Based on actual quotes and comments from VCs and folks in the industry. Hindsight is 20/20 but if you’re an entrepreneur getting a lot of nos, you’re in good company.

A token must work as a necessary element of a self-sustaining system which is a public utility.

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 million+)... See more

Tesla may be a car company today, but Tesla won’t be a car company in 15 years. Rather, Tesla will be a full stack, vertically integrated clean energy company. They may still produce cars, but cars will represent a fraction of total profits.

Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users ... See more

Importantly, autonomous transport should save consumers both time and costs. The average car owner in the US spends more than 420 hours per year driving—more than 10 work weeks.

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

Crypto-economic protocols allow for people to coordinate their economic activities without a centralized, rent-extracting party, and will help move these industries from corporate feudalism to meritocratic capitalism and freer markets.

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