Jason Badeaux

This is a very new technology. It could be decades before it is developed enough to be put into a car. The high levels of cobalt could also be a huge issue. Not only is cobalt more than twice as expensive as any other battery metal, but its mining is environmentally and humanely dubious. Many companies, including Tesla, want to have cobalt-free... See more

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.

It's unfair to judge Ethereum (which launched 7 years ago) or Solana (which launched 2 years ago), both of which do claim to enable "use cases", by Bitcoin's 13-year history. Smart contract platforms are a different technology than blockchains, even if they are colloquially used interchangeably. Many major projects on Ethereum, have only a few... See more

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.

When you have some success, the feeling of being an imposter can be real. Who am I fooling? But when you create things that only you — with your unique talents and experience — can do, then you are absolutely not an imposter. You are the ordained. It is your duty to work on things that only you can do.

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.

Just imagine: what could humanity do with 2-3x the amount of electricity on today’s grid (what Seba calls “SuperPower”)? How about 10x? 100x?