Jason Badeaux

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.

Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users... See more

Following its attribution algorithm, Delphia shares revenue generated by the data with users contributing to the dataset. This creates powerful alignment that has never existed before.

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.

Using the proposed approach, nine different-by-design value capturing mechanisms were identified: value transfer*(1), work “staking” token(2), protocol consensus token(3), dividend(4), backing by another asset(s)(5), discount token(6), internal product governance(7), meta-governance(8)**, and hedonic value(9)

In our view, efforts like the Cybertruck aren’t really about making money; they are about getting attention and proving that Tesla is one of the world’s most innovative companies, specifically for the purpose of building Tesla’s ability to win support from stakeholders — what we call innovation capital.