Jason Badeaux

If you can have a net-zero economy, then there's no more need to conserve.

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.

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.

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

We have never seen energy technologies like solar and wind before. For the first time in history, we can manufacture the generation of energy. Once built, solar and wind equipment cost very little to operate. In other words, they are basically zero marginal cost electron sources.

Jobs showed all of the other major smartphones in the industry to the audience, and in hindsight their cluttered, fixed, physical keys have not aged well.

The key to the value of DERs is that they make electricity demand more controllable. With energy generation and storage scattered throughout distribution grids, grid operators have a way to move energy around, both geographically and temporally, without firing up more power plants. They can absorb extra energy if there’s a dip in demand or produce... See more

Take solar since 1976. On average, module deployed capacity grew almost 40% per year while costs have fallen over 12% per year.