From a small eraser-sized nuclear fuel pellet in a museum exhibit to a multi-billion-dollar startup shaking up one of the world’s most regulated industries, Oklo Inc. embodies the bold vision of reinventing nuclear energy for the 21st century. Founded by two MIT-trained engineers who dared to treat complex fast reactors like Silicon Valley products, Oklo is pioneering compact, factory-built plants fueled by recycled material from historic breeder reactors, aiming to power everything from AI data centers to clean isotope production. Their journey has been an epic rollercoaster—breaking ground in regulatory innovation with the U.S. Nuclear Regulatory Commission, weathering unexpected license denials, pivoting into vertical integration with fuel recycling and isotope production, and navigating the volatile public markets via a SPAC fueled by AI visionary Sam Altman. Now, with construction underway at Idaho National Lab and a landmark equipment partnership with Siemens Energy, Oklo stands at the brink of turning audacious startup ambition into tangible reactors — but monumental technical, financial, and regulatory hurdles remain.

Transcript - https://empor.top/us/OKLO

• I. Introduction: When Silicon Valley Meets the Atom
• II. The Natural Reactor: Origin of the Name & Nuclear Context
• III. Founding & Early Years: MIT to Y Combinator (2013–2015)
• IV. The Aurora Design: Technology Deep Dive
• V. Inflection Point #1: First-Mover on NRC Licensing (2016–2020)
• VI. Inflection Point #2: The NRC Rejection & Pivot (2022)
• VII. Inflection Point #3: The Fuel Recycling Bet (2021–2024)
• VIII. Inflection Point #4: Going Public via SPAC (2023–2024)
• IX. Inflection Point #5: The AI Data Center Boom (2024–2025)
• X. The Business Model: Selling Power, Not Reactors
• XI. Current State & Recent Developments (2025)
• XII. Bull Case: The Nuclear Renaissance Unfolds
• XIII. Bear Case: The Risks Are Real
• XIV. Key Performance Indicators for Investors
• XV. Material Risks and Regulatory Considerations
• XVI. Conclusion: Nuclear's Startup Revolution