Jason Badeaux

Early on in an energy transition, there is often more attention on how well they can do existing things. Examples include how well coal could heat and oil and electricity could light. But the larger impact for any energy transition, like other new technologies, is to enable us to do brand new things.

Importantly, autonomous transport should save consumers both time and costs. The average car owner in the US spends more than 420 hours per year driving—more than 10 work weeks.

Take solar since 1976. On average, module deployed capacity grew almost 40% per year while costs have fallen over 12% per year.

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

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.