Jason Badeaux

The beauty of the work token model is that, absent any speculators, increased usage of the network will cause an increase in the price of the token. As demand for the service grows, more revenue will flow to service providers. Given a fixed supply of tokens, service providers will rationally pay more per token for the right to earn part of a... See more

Following its attribution algorithm, Delphia shares revenue generated by the data with users contributing to the dataset. This creates powerful alignment that has never existed before.

The next wave of $1B+ crypto companies will disrupt incumbents by keeping an existing consumer experience in web2 while rebuilding its back office in web3.

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 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 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

Based on actual quotes and comments from VCs and folks in the industry. Hindsight is 20/20 but if you’re an entrepreneur getting a lot of nos, you’re in good company.