Jason Badeaux

These teams are taking their innovations straight to consumers and enterprises who may not vote for the same people nor share the same climate values, but who buy their products and services because they are just simply cheaper and better.  

In terms of its function on the grid, the best way to think of Form’s battery is not as storage, but as the equivalent of a carbon-free natural gas plant. Rather than methane, it runs on renewable energy as fuel, but from the grid’s perspective, it provides basically the same service, which is reliable, dispatchable generation that can run for 100... See more

We estimate now (April 2022) they have over 5 billion miles of data – up from 3 billion miles in April 2020. 1.5 million+ vehicles on the road today collecting data. By end of year 2022, we expect this to increase to 3 million. 1 00,000+ FSD Beta testers on road today. Competitors: Comma AI (50 million+ mi), Waymo (20 million+), Cruise (2... See more

Tesla doesn’t want to limit the scale of battery manufacturing to the number of cars it can produce. So Tesla is selling its batteries to other car manufacturers. This is pretty astonishing. Tesla has developed a material technology advantage over its direct competitors. Rather than using that to differentiate its product, Tesla is selling that... See more

Few investors understand the enormous difficulty involved in switching from manufacturing ICE vehicles to EVs. Tesla has widely automated their vehicle manufacturing facilities, which has resulted in substantially higher operating profitability than its larger ICE vehicle competitors.

Today, the blockchain is arguably a 10x+ worse consumer experience for anyone that hasn’t already been red pilled, but it can be 10x+ better in cases that rely on incentive alignment between large groups of people who don’t know or trust each other. This is the crypto mullet’s opportunity: web2 consumer products upfront, combined web3 technologies... See more

I’ve worked in Web 3 and crypto since 2013 and have never worked with a project that spent meaningful money on sales and marketing. You don’t need to spend money on marketing when users are genuine owners, love what they do, and love telling other people about it.