Jason Badeaux

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.

When building a two-sided blockchain marketplace (buyers and sellers, or buyers and miners), which comes first, the chicken (miners) or the egg (buyers)? One solution: pay off the chickens.

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 peak predator of capitalism is a system which produces some useful output at the lowest possible marginal cost.

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.

Take solar since 1976. On average, module deployed capacity grew almost 40% per year while costs have fallen over 12% per year.