Jason Badeaux

There’s no mass market for LDES yet — nothing like the hundreds of gigawatts we may eventually need — but there are several localized markets, adding up to several gigawatts of needed capacity, which is more than enough to keep Form busy from 2025 forward.

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

So, policy, philanthropy, and individual behavior do have roles to play, but the real solutions to the carbon nightmare will win because they’re cheaper, better, faster, stronger, simpler, and just plain cooler than what’s available today.

Yesterday, there was a wall of Tesla patents in the lobby of our Palo Alto headquarters. That is no longer the case. They have been removed, in the spirit of the open source movement, for the advancement of electric vehicle technology.

This Tesla plant provides the equipment, space, and technology needed to manufacture everything the company provides. That includes electric cars, lithium-ion battery cells, solar panels, and much more. The Gigafactory allows for faster production and eliminates extra costs of shipping parts to different locations for assembly. As Tesla’s own... See more

I’ve worked in Web 3 and crypto since 2013 and have never worked with a project that spent meaningful money on sales and marketing. You don’t need to spend money on marketing when users are genuine owners, love what they do, and love telling other people about it.

The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.

Over time, the Gigafactory will grow and hopefully fulfill Elon Musk’s dream: achieving complete vertical integration for all Tesla products.

ARK believes that the companies owning the autonomous technology stack and successful electric vehicle platforms will capitalize disproportionately on the economic benefits.