fusion
7 statements across 4 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Dec 23, 2021 by Shayle Kann · across every show →
Everything said about fusion, oldest first
Dec 23, 2021 neutral
Kann: Commercial fusion will not render renewables or other energy sources obsolete
“Just because we achieve fusion does not mean all other energy sources suddenly become superfluous. And conversely, just because we have cheap renewables and storage does not mean fusion would have no role in the market.”
Dec 23, 2021 positive
Aug 23, 2024 bullish
Nov 18, 2025
May 21, 2026 neutral
May 21, 2026 bullish
Von Munch: Nothing prevents fusion from being as cheap as any energy source
“If you look at the capital cost of the driver, if you look at the capital cost of balance of plan equipment if you look at the fusion game that you need to believe in, there's nothing preventing fusion from being as cheap as anything else out there”
May 21, 2026 neutral
Von Munch: Milestone-gated financing requires clear terminal value but unpriced intermediate steps
“I think the, there are two things that kind of have to be true for a structure like this to make sense. I think one of them is that you have to have Very high conviction in how the market will value this big end thing. Or not end thing, but like this big inter…”