Jason Badeaux

In 2019, Bloomberg surveyed 5,000 Tesla Model 3 owners. The survey revealed that 99% of Tesla owners would recommend the car to a friend, and 98% would buy the same Model 3 vehicle again. The results of this survey suggest that every customer an ICE manufacturer loses to Tesla is unlikely to return to their brand (at least until they can produce a... See more

We can pump out a number of other popular use cases, and for each one, I'll let you move the goal post to not include that particular project.

• Filecoin - A commodity market for storage that's currently 0.0011% the cost of S3.

On the upside, regulatory steps are already being taken to reform how DERs are integrated as a grid resource – though seeing the process through won’t be easy. In 2020, the Federal Energy Regulatory Commission introduced FERC Order No. 2222. This order requires grid operators across the U.S. to develop plans to provide DERs access to wholesale... See more

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

The work token model captures ~100x more value than the proprietary payment currency model.How is this possible?If you instead use a utility token as a right to perform work on behalf of the network, it becomes valued at a multiple of the operating cash flows that the system generates rather than as a fraction of revenues paid to service providers.

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.