Jason Badeaux

Tesla Motors was created to accelerate the advent of sustainable transport. If we clear a path to the creation of compelling electric vehicles, but then lay intellectual property landmines behind us to inhibit others, we are acting in a manner contrary to that goal.

In other words, crypto's use case is the one that it claims: decentralization. It's use case is to cut out middlemen, break up monopolies, and fight aggregators. It's certainly not the case that crypto is entirely useless.It may still be the case that crypto is "more bad than good", but the claim "after 13 years, there are still no use cases for... See more

We have never seen energy technologies like solar and wind before. For the first time in history, we can manufacture the generation of energy. Once built, solar and wind equipment cost very little to operate. In other words, they are basically zero marginal cost electron sources.

A token must work as a necessary element of a self-sustaining system which is a public utility.

Today, the blockchain is arguably a 10x+ worse consumer experience for anyone that hasn’t already been red pilled, but it can be 10x+ better in cases that rely on incentive alignment between large groups of people who don’t know or trust each other. This is the crypto mullet’s opportunity: web2 consumer products upfront, combined web3 technologies... See more

The cheapest possible carbon-free US grid involves vastly more centralized renewable energy, but it also involves vastly more distributed energy. What’s more, far from being alternatives, they are complements: the more DERs you put in place, the more centralized renewables you can put on the system. DERs are a utility-scale renewable accelerant.The... See more

We estimate now (April 2022) they have over 5 billion miles of data – up from 3 billion miles in April 2020. 1.5 million+ vehicles on the road today collecting data. By end of year 2022, we expect this to increase to 3 million. 1 00,000+ FSD Beta testers on road today. Competitors: Comma AI (50 million+ mi), Waymo (20 million+), Cruise (2... See more

Jobs showed all of the other major smartphones in the industry to the audience, and in hindsight their cluttered, fixed, physical keys have not aged well.

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