Jason Badeaux

Is the cosmic compulsion for disorder matched by an equally powerful compulsion for order, structure, and organization?

The core strategy has unique elements at each level of the ecosystem: overturning the core product architecture, positioning themselves in key bottleneck components, and resolving system-level limitations that slow the adoption of the technology. At the same time, they have applied an effective approach to build their innovation capital so they can... See more

The future grid will be built from the bottom up, driven by new technologies, DERs, that are in many ways superior to their predecessors.

Rooftop solar, battery storage, electric vehicles, and energy management devices are all examples of DERs – numerous pockets of energy spread throughout the grid rather than concentrated in a single spot. Unlike centralized sources of power, DERs can make the grid flexible and enable control of both electricity supply and demand in real-time. Howev... 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

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