Jason Badeaux

When you have some success, the feeling of being an imposter can be real. Who am I fooling? But when you create things that only you — with your unique talents and experience — can do, then you are absolutely not an imposter. You are the ordained. It is your duty to work on things that only you can do.

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

ARK believes that the companies owning the autonomous technology stack and successful electric vehicle platforms will capitalize disproportionately on the economic benefits.

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.

With the right mechanisms in place, DERs will create a flexible grid by helping supply meet demand in a dynamic system. This represents a very exciting opportunity for electrification, with several software companies already developing solutions to make electricity demand digital and efficient.

The work token model captures ~100x more value than the proprietary payment currency model.How is this possible?If you instead use a utility token as a right to perform work on behalf of the network, it becomes valued at a multiple of the operating cash flows that the system generates rather than as a fraction of revenues paid to service providers.