Jason Badeaux

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

Since 2017, Tesla’s capital expenditure per incremental unit of capacity has improved from ~$84,000, when the Model 3 was ramping, to ~$7,700. While these improvements indicate that Tesla could continue to increase margins, the more important takeaway is that capital no longer is a bottleneck limiting its growth. Instead, Tesla should be able to... See more

Few investors understand the enormous difficulty involved in switching from manufacturing ICE vehicles to EVs. Tesla has widely automated their vehicle manufacturing facilities, which has resulted in substantially higher operating profitability than its larger ICE vehicle competitors.

Each energy transition has enabled massive improvements to existing materials (wrought iron and later steel made using coal), created entirely new materials (polymers from oil-refined petrochemicals) and/or made low-cost manufacturing viable at scale (aluminum using electricity).

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?

Importantly, autonomous transport should save consumers both time and costs. The average car owner in the US spends more than 420 hours per year driving—more than 10 work weeks.

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

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