Jason Badeaux

This is a very new technology. It could be decades before it is developed enough to be put into a car. The high levels of cobalt could also be a huge issue. Not only is cobalt more than twice as expensive as any other battery metal, but its mining is environmentally and humanely dubious. Many companies, including Tesla, want to have cobalt-free... See more

Dahn and his team solved this with a single crystal NMC 532 cathode. This has much higher levels of manganese (30%) and cobalt (20%), which makes it more efficient. Also, rather than being loads of crystals squashed together, they have been formed into one cohesive crystal, which means there are very few falts for degradation to take hold, which... See more

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.

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

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

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

A LiO² battery is also known as a lithium-air battery (Li for lithium, O² for oxygen). Unlike the Li-ion or LFP batteries in EVs today, a lithium-air battery uses oxygen ions to store energy, not lithium ions. This difference means their internal structure and chemistry needs to be entirely different from established battery technology.... 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.

Our thesis is that users will willingly contribute their commerce, device, search, and social media data in exchange for tokens, which serve as both their interest in the data’s aggregate value and their governing power. This data can then be used by hedge funds and other investors to forecast the key performance indicators of public and private... See more