Jason Badeaux

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

Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.

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

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.

Complexity science, also called complex systems science, studies how a large collection of components – locally interacting with each other at small scales – can spontaneously self-organize to exhibit non-trivial global structures and behaviors at larger scales, often without external intervention, central authorities or leaders. The properties of... See more