Jason Badeaux

The Tesla Model 3 is a car designed without the driver in mind. Intentionally. I don’t think Tesla did this simply to be edgy, dangerous or different. They did this to prepare people for a world without drivers.

A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically... See more

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.

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

History is littered with examples of incumbent leaders who do not adapt to shifts in innovation from its competitors. Nokia’s failure to respond to Apple’s smart phone technology is an example.

Each energy transition has enabled massive improvements to existing materials (wrought iron and later steel made using coal), created entirely new materials (polymers from oil-refined petrochemicals) and/or made low-cost manufacturing viable at scale (aluminum using electricity).

This is where Professor Jeff Dahn Of Dalhousie University comes in. He and his team partnered up with Tesla in 2016 to create the Tesla Advanced Battery Research division. Their primary goal is to make batteries last longer, they also aim to increase energy density and decrease costs. Prof Dahn recently published a study showing the world the... See more

To achieve clean energy targets, many jurisdictions will have to overbuild renewables, increasing curtailment, or wasting of renewable energy. LDES could reduce or eliminate curtailment, allowing renewables to produce at full capacity whenever the weather is aligned.

By bringing demand more under grid operators’ control, DERs virtually eliminate curtailment, or discarding of renewable energy due to temporary oversupply, through 2045. Just as they allow transmission to be used more effectively, they allow us to consume more of the energy generated by existing utility-scale renewables.