Jason Badeaux

Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world’s most talented engineers.

The next wave of $1B+ crypto companies will disrupt incumbents by keeping an existing consumer experience in web2 while rebuilding its back office in web3.

There’s no mass market for LDES yet — nothing like the hundreds of gigawatts we may eventually need — but there are several localized markets, adding up to several gigawatts of needed capacity, which is more than enough to keep Form busy from 2025 forward.

The goal isn't to use less energy, or even to just replace fossil fuels. The goal is vastly more energy, to help more people live better lives, and to make it all clean.

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

Our true competition is not the small trickle of non-Tesla electric cars being produced, but rather the enormous flood of gasoline cars pouring out of the world’s factories every day.

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

In 2019, Bloomberg surveyed 5,000 Tesla Model 3 owners. The survey revealed that 99% of Tesla owners would recommend the car to a friend, and 98% would buy the same Model 3 vehicle again. The results of this survey suggest that every customer an ICE manufacturer loses to Tesla is unlikely to return to their brand (at least until they can produce a... See more