Jason Badeaux

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

If interest rates begin to rise or we see a post Covid-19 global slowdown, these automakers may struggle to make interest and debt repayment schedules while borrowing additional debt to fund its plans to rapidly build out their EV infrastructure and compete with Tesla. This issue raises major concerns for the survival of these traditional auto... See more

The goal isn't to use less energy, or even to just replace fossil fuels. The goal is vastly more energy, to help more people live better lives, and to make it all clean.

Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world’s most talented engineers.

A system is self-sustaining if it would continue to function normally in the indefinite absence of its creators.

"There's no love in a carbon atom, No hurricane in a water molecule, No financial collapse in a dollar bill."– Peter Dodds

In terms of its function on the grid, the best way to think of Form’s battery is not as storage, but as the equivalent of a carbon-free natural gas plant. Rather than methane, it runs on renewable energy as fuel, but from the grid’s perspective, it provides basically the same service, which is reliable, dispatchable generation that can run for 100... 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

Each energy transition has enabled massive improvements to existing materials (wrought iron and later steel made using coal), created entirely new materials (polymers from oil-refined petrochemicals) and/or made low-cost manufacturing viable at scale (aluminum using electricity).