Jason Badeaux

The next wave of $1B+ crypto companies will disrupt incumbents by keeping an existing consumer experience in web2 while rebuilding its back office in web3.

A peak predator of capitalism is a system which produces some useful output at the lowest possible marginal cost.

Elon Musk explained his commitment to the Model 3 launch, when he said: “The reason I slept on the floor was not because I couldn’t go across the road and be at the hotel, it was because I wanted my circumstances to be worse than anyone else at the company on purpose. Like whatever pain they felt, I wanted mine to be worse. That’s why I did it. And... See more

The home page has nothing on it. I didn't want to join a startup which had only a textbox. [from a friend who was offered a role when Google had 15 employees]

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

Dahn and his team solved this with a single crystal NMC 532 cathode. This has much higher levels of manganese (30%) and cobalt (20%), which makes it more efficient. Also, rather than being loads of crystals squashed together, they have been formed into one cohesive crystal, which means there are very few falts for degradation to take hold, which... See more

Tesla’s cell constraints are likely to continue over the medium term. Because its most profitable use of cells is likely to be in electric vehicles, we do not expect Tesla’s energy storage business to drive enterprise value meaningfully during the next five years.

More so than crypto mining helping the grid, there will be more and more industries with high-electricity operating costs looking to use the cheapest, cleanest energy available. Colocating these high power users with the clean power plants helps create more demand for clean energy, without making interconnection queues worse or requiring more... See more