Jason Badeaux

Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.

A system is a public utility if it is permissionless, rent-free, and does something useful.

The work token model captures ~100x more value than the proprietary payment currency model.How is this possible?If you instead use a utility token as a right to perform work on behalf of the network, it becomes valued at a multiple of the operating cash flows that the system generates rather than as a fraction of revenues paid to service providers.

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]

A LiO² battery is also known as a lithium-air battery (Li for lithium, O² for oxygen). Unlike the Li-ion or LFP batteries in EVs today, a lithium-air battery uses oxygen ions to store energy, not lithium ions. This difference means their internal structure and chemistry needs to be entirely different from established battery technology.... 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

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

"There's no love in a carbon atom, No hurricane in a water molecule, No financial collapse in a dollar bill."– Peter Dodds