Jason Badeaux

Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users... See more

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

As I noted in Understanding Token Velocity, the V in the equation of exchange is a huge problem for basically all proprietary payment currencies. Proprietary payment currencies are, generally speaking, susceptible to the velocity problem, which will exert perpetual downwards price pressure.

Adjusted for inflation, the cost of owning and operating a new vehicle hasn’t budged since the Model T rolled off the first assembly line in 1934: $0.70 per mile.

When building a two-sided blockchain marketplace (buyers and sellers, or buyers and miners), which comes first, the chicken (miners) or the egg (buyers)? One solution: pay off the chickens.

I found something else surprising about previous energy transitions. Each one later enabled new modes of transport and new materials which were very hard to conceive of during its early phases. In each of the past transitions, the energy source unlocked new distribution technologies and materials that helped drive more adoption for the energy... See more