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Commonwealth Fusion Systems

also referred to as: commonwealth fusion

8 statements across 3 episodes · 6 bullish · 0 bearish · 3 people on the record · first statement Feb 12, 2022 by David Friedberg · said 15 times in 7 episodes since 2021 · across every show →

Mentions by year

brought up most by David Friedberg (11), Bob Mumgaard (2), Jason Calacanis (1), Chamath Palihapitiya (1)

tap a year for its mentions
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001.31.52.53202120222023episodesmentions per episode
2023 7 mentions in 3 episodes 2 per episode
2022 2 mentions in 1 episode
2021 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Commonwealth Fusion Systems, oldest first

Feb 12, 2022 positive
Assertion Supported
Friedberg: Commonwealth Fusion Systems raised $1.8 billion in funding
“A company we talked about a few months ago called Commonwealth fusion systems, which uses a new superconducting material to control that plasma and use instead of using expensive magnets may just raise 1.8 billion dollars.”
David Friedberg Feb 12, 2022 ▶ 47:08 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
Sep 22, 2023 bullish
Assertion Supported
Mumgaard: Fusion capital requirements are an order of magnitude less than renewables
“Because you're just building capital, and there's no operating cost, there's no fuel, and the capital you're building is an order of magnitude less stuff than, say, renewable.”
Bob Mumgaard Sep 22, 2023 ▶ 24:43 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 22, 2023
Insight
Mumgaard: Fusion power price depends on learning rates, not architecture
“Because that price of power, it's not so much architecture dependent, it's learning rate dependent, right? At the end of the day, the amount of stuff in these things is all about the same. And so, the faster you get there, the better your cycles are, the lower…”
Bob Mumgaard Sep 22, 2023 ▶ 26:10 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 22, 2023 bullish
Prediction Didn’t hold up
Mumgaard: CFS expects net energy fusion gain by early 2026
“And we'll start to assemble that machine later this year. And turn it on in this sort of, twenty-twenty-five time frame and get to Q greater than one, more power out than N for the first time probably early twenty-twenty-six.”
Bob Mumgaard Sep 22, 2023 ▶ 9:14 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 22, 2023 positive
Assertion Not checkable as stated
Mumgaard: Fusion modeling now equals predictive accuracy of airplane design
“We have predictive capability of these machines the same way that we have predictive capability of, like, how to build a plane, right?”
Bob Mumgaard Sep 22, 2023 ▶ 42:34 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 22, 2023 positive
Assertion Not checkable as stated
Mumgaard: Initial tritium supply is sufficient for first 10 fusion systems
“Yeah, yeah, enough to do the first 10 systems, at least.”
Bob Mumgaard Sep 22, 2023 ▶ 37:03 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 22, 2023
Assertion Supported
Friedberg: Commonwealth Fusion founder has raised over $2 billion
“He's raised more than two billion dollars from global investors.”
David Friedberg Sep 22, 2023 ▶ 1:08 All-In Summit: Nuclear fusion and the potential for energy abundance
Sep 26, 2023 bullish
Prediction Not checkable as stated
Khosla: Commonwealth Fusion Systems is more likely to succeed than fail
“You'll be hearing from Bob Mumgaard, you know, four or five years ago invested in fusion. Now we may fail. I think we are much more likely to succeed sitting here today than fail, but it's possible.”
Vinod Khosla Sep 26, 2023 ▶ 23:40 All-In Summit: In conversation with Vinod Khosla
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