Jason Badeaux

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

The underlying theme across all 8 of these bullets, except perhaps the last, is that each drives scale of battery production.

In Tesla’s 2016 annual shareholders meeting, Musk said:“We realized that the true problem, the true difficulty, and where the greatest potential is — is building the machine that makes the machine. In other words, it’s building the factory. I’m really thinking of the factory like a product.”

Indeed, except for the very simplest physical systems, virtually everything and everybody in the world is caught up in a vast, nonlinear web of incentives and constraints and connections. The slightest change in one place causes tremors everywhere else. We can't help but disturb the universe, as T.S. Eliot almost said. The whole is almost always... See more

Every one of these questions refers to a system that is complex, in the sense that a great many independent agents are interacting with each other in a great many ways [...] the very richness of these interactions allows the system as a whole to undergo spontaneous self-organization. Thus, people trying to satisfy their material needs unconsciously... See more

Importantly, DER deployment is rapidly increasing – according to Wood Mackenzie’s second annual U.S. DER Outlook, we’re expected to reach 253 GW of DER capacity and demand flexibility potential by 2026. The sheer mass of behind-the-meter renewable energy coming online will fundamentally alter the nature of our electricity supply.

"There's no love in a carbon atom, No hurricane in a water molecule, No financial collapse in a dollar bill."– Peter Dodds