November 14, 2024
When Benjamin Franklin flew his famous kite in 1752, electricity was considered nature's most mysterious force—a divine power beyond human understanding. Religious authorities condemned his experiments, with Cotton Mather calling his work "presumptuous." Similarly, when Elon Musk founded Tesla in 2003, sustainable energy was dismissed as a pipe dream, with automotive giants calling electric vehicles "glorified golf carts" and Tesla "a cult of fanatics." Both men responded with data, not rhetoric, challenging fundamental assumptions about what was possible.
What made both men revolutionary was their refusal to accept inherited assumptions. Franklin saw "thunder and lightning" as testable phenomena, not sources of "religious terror." Musk, faced with claims that batteries were too expensive for mass adoption, broke down costs to raw materials: silicon, nickel, lithium. By analyzing from first principles, he showed that batteries could theoretically cost under $50/kWh—an "impossible" number in 2010.
Through hundreds of experiments, Franklin identified that electrical charge was a single fluid with positive and negative states, challenging the view that it was two separate forces. Similarly, Musk’s granular analysis of battery chemistry and manufacturing allowed Tesla to drive battery costs from over $1,000 per kilowatt-hour in 2010 to under $100 today.
Franklin meticulously documented his experiments, turning scattered observations into systematic knowledge. His work with the Leyden jar laid the foundation for electrical storage, directly influencing Volta's invention of the battery. This evolution—from Franklin’s Leyden jar to Tesla's lithium-ion cells—shows how innovation builds across centuries.
Tesla uses a similar empirical approach on an unprecedented scale, collecting data from over 3 billion miles of driving annually. This "fleet learning" led to a major breakthrough in 2022: analyzing data from millions of regenerative braking events allowed Tesla to release a software update that increased range by up to 15% in cold weather. Just as Franklin’s data on lightning led to optimal lightning rod designs, Tesla's data-driven tweaks optimize their vehicles in real time.
Franklin created the first global network of electrical experimenters, defying resistance from established authorities. His letters, shared and translated across Europe, became foundational texts for a generation of scientists. This network accelerated innovation: Franklin’s work on electrical storage directly influenced Volta’s battery, creating a chain of knowledge that leads to Tesla’s modern battery technology.
Similarly, Tesla’s impact extends beyond the automotive world. Their battery advancements have transformed grid storage, forcing utilities worldwide to rethink energy distribution. When Tesla opened its patents in 2014, critics predicted corporate suicide; instead, it sparked collaborative innovation in sustainable energy, much as Franklin’s decision not to patent the lightning rod accelerated electrical science.
Mastering fundamental forces requires learning through failure—a principle both men embraced. Franklin nearly killed himself multiple times experimenting with electricity but continued undeterred, writing, "I have not yet lost a single point that I was once master of." His persistence with storage experiments ultimately led to the Leyden jar breakthrough.
Similarly, Musk endured “production hell” during the Model 3 rollout, often sleeping on the factory floor. "He refused to accept failure as an option," Kimbal Musk recalled. Tesla’s engineers learned from catastrophic thermal runaway events in early battery packs, using each failure to improve thermal management systems, which are now industry standard. For both men, setbacks were stepping stones, not roadblocks.
Both Franklin and Musk saw mastering energy as essential for humanity’s survival. Franklin wrote that understanding electricity would "secure our houses from thunder," while Musk views sustainable energy as essential for protecting our planet. Franklin’s lightning rod was more than an invention—it was a civic good, unpatented so it could benefit everyone.
Musk similarly describes Tesla’s mission as “accelerating sustainable energy to address the climate crisis.” This moral purpose drives technical innovation: Tesla’s Megapack grid storage systems now exceed 14 GWh annually, enabling renewable energy adoption on a wider scale. Both men understood that mastering energy is about safeguarding humanity’s future.
Franklin’s public demonstrations transformed colonial attitudes toward science, making it accessible despite religious opposition. His experiments showed that lightning was natural, not supernatural—controllable and understandable. Franklin’s clear writing made complex knowledge accessible across continents.
Tesla’s Battery Days and technical presentations follow in Franklin's tradition, explaining complex energy concepts in simple terms. Their showrooms serve not only to sell cars but to educate the public on sustainable energy. Both men understood that mastering fundamental forces requires public understanding and support, even in the face of resistance.
Today’s energy challenges demand the same combination of technical mastery and public engagement. The principles Franklin and Musk demonstrate remain essential:
As Franklin wrote, "Energy and persistence conquer all things." Musk echoes this in Tesla's master plan, which focuses on systematic innovation in energy systems. Their shared insight endures: mastering nature's fundamental forces requires a balance of rigorous investigation, practical application, and moral purpose. That’s the true Energy Equation—just as relevant in Franklin’s day as it is in Musk’s sustainable energy revolution.
Disclosure: R360 is not an investment adviser. Information provided within is for educational purposes only and should not be construed, nor is intended to be, investment advice or a recommendation to invest in any types of securities. R360’s views are subject to change at any point without notice. No investment decision should be made based solely on the content herein and only a financial professional should be engaged for providing investment advice and recommendations. Past performance is not an indication of future returns.