Jason Badeaux

If interest rates begin to rise or we see a post Covid-19 global slowdown, these automakers may struggle to make interest and debt repayment schedules while borrowing additional debt to fund its plans to rapidly build out their EV infrastructure and compete with Tesla. This issue raises major concerns for the survival of these traditional auto... See more

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

Blockchains are an alternative system for promise enforcement, fundamentally different from any system human history has seen before. Promises in blockchain systems are enforced by miners, who — in reasonably competitive mining markets — have limited ability, and weak incentives, to do anything other than execute others' promises roughly according... See more

To achieve clean energy targets, many jurisdictions will have to overbuild renewables, increasing curtailment, or wasting of renewable energy. LDES could reduce or eliminate curtailment, allowing renewables to produce at full capacity whenever the weather is aligned.

The core strategy has unique elements at each level of the ecosystem: overturning the core product architecture, positioning themselves in key bottleneck components, and resolving system-level limitations that slow the adoption of the technology. At the same time, they have applied an effective approach to build their innovation capital so they can... See more

In order to build efficient, combustion-based generators, we needed to build them at economies of scale and extensive transmission and distribution networks to transport power along with them. Those wires are vulnerable to being knocked out by storms (or even squirrels), leading to blackouts, or supply shortages leading to cascading failure. That... See more

The first major [blockchain] breakthrough was bitcoin, which invented digital gold. The second was Ethereum, which introduced general-purpose smart contracts. Helium presents the most ambitious new use case for blockchains we’ve seen since Ethereum.