Jason Badeaux

Importantly, DER deployment is rapidly increasing – according to Wood Mackenzie’s second annual U.S. DER Outlook, we’re expected to reach 253 GW of DER capacity and demand flexibility potential by 2026. The sheer mass of behind-the-meter renewable energy coming online will fundamentally alter the nature of our electricity supply.

And when was the last time you tried to go to fill up your tank and you couldn’t because there was no fuel? The 70's? That was one of the worst existential crises our real economy has faced since the Great Depression. This is a far more frequent occurrence on the electricity grid: nodes can’t function individually, unlike how cars and boilers can.

Delphia is the classic example of a network-effect based business model: as more users contribute data, the returns for funds using the data should theoretically improve. This creates a flywheel, in which more users are incentivized to provide data because hedge funds and other businesses (who benefit from crowdsourced data at scale) are willing to... See more

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

One of the most powerful features of crypto-economic protocols is their ability to create incentive structures that allow anyone in the world to permissionlessly contribute to a set of shared objectives. These incentive structures can be finely tuned to facilitate large-scale coordination to achieve specific goals. This represents a step-function... See more

In 2019, Bloomberg surveyed 5,000 Tesla Model 3 owners. The survey revealed that 99% of Tesla owners would recommend the car to a friend, and 98% would buy the same Model 3 vehicle again. The results of this survey suggest that every customer an ICE manufacturer loses to Tesla is unlikely to return to their brand (at least until they can produce a... See more

Over time, the Gigafactory will grow and hopefully fulfill Elon Musk’s dream: achieving complete vertical integration for all Tesla products.