Jason Badeaux

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.

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.

The key to the value of DERs is that they make electricity demand more controllable. With energy generation and storage scattered throughout distribution grids, grid operators have a way to move energy around, both geographically and temporally, without firing up more power plants. They can absorb extra energy if there’s a dip in demand or produce... See more

Applying the idea of decomposition to understanding token design and value created on top of it leads us to two entities: Value Capturing Mechanism (VCM) and Value Creation Pattern (VCP). The Mechanisms (VCMs) explain how value is created and how the token accrues value (describes origins of value capturing), while the Patterns (VCPs) describe how... See more

A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically... See more

A system is a public utility if it is permissionless, rent-free, and does something useful.

To achieve clean energy targets, many jurisdictions will have to overbuild renewables, increasing curtailment, or wasting of renewable energy. LDES could reduce or eliminate curtailment, allowing renewables to produce at full capacity whenever the weather is aligned.

In order to build efficient, combustion-based generators, we needed to build them at economies of scale and extensive transmission and distribution networks to transport power along with them. Those wires are vulnerable to being knocked out by storms (or even squirrels), leading to blackouts, or supply shortages leading to cascading failure. That... See more