Jason Badeaux

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

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

Just imagine: what could humanity do with 2-3x the amount of electricity on today’s grid (what Seba calls “SuperPower”)? How about 10x? 100x?

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.

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.

A corporation making central planning decisions and compensating its stakeholders at its discretion will never be as effective as a properly designed permissionless network that scales and compensates its most productive actors using the free market’s conceptions of supply and demand.

Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users... See more