Jason Badeaux

Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.

A LiO² battery is also known as a lithium-air battery (Li for lithium, O² for oxygen). Unlike the Li-ion or LFP batteries in EVs today, a lithium-air battery uses oxygen ions to store energy, not lithium ions. This difference means their internal structure and chemistry needs to be entirely different from established battery technology.... See more

We refer to this thesis as “proof of physical work.” Protocols that fit this thesis incentivize people to do verifiable work that builds real-world infrastructure. Relative to traditional forms of capital formation for building physical infrastructure, these permissionless and credibly-neutral protocols:1. Can build infrastructure faster—in many... See more

Tesla is by far the most advanced in releasing an FSD package, announcing in early 2020 that it had completed over 5 billion kilometers of testing under autopilot, against just 2 million miles over the past two years by its nearest competitor Waymo (backed by Google).

Complexity science, also called complex systems science, studies how a large collection of components – locally interacting with each other at small scales – can spontaneously self-organize to exhibit non-trivial global structures and behaviors at larger scales, often without external intervention, central authorities or leaders. The properties of... See more

By offering blockchain-based tokens, Helium incentivizes anyone to own a Hotspot and provide wireless coverage—so the network belongs to participants, not a single company. A network can be scaled much faster and more economically than if a single company tried to build out infrastructure.

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