The Energy Of The Future

Breaking Down The Future Of Power

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Imagine a company that’s not just innovating but rewriting the rules of energy.

It’s solving one of the biggest challenges of the AI revolution while reshaping how the world powers the future.

Artificial intelligence is transforming the world. From ChatGPT's natural conversations to complex machine learning models driving autonomous vehicles, AI is the heartbeat of modern innovation.

But here's something many people don’t think about: AI doesn’t just run on algorithms—it runs on energy. Lots of it.

Consider this: training and running ChatGPT requires the power equivalent to 180,000 homes per day. Each conversation uses the equivalent of eight water bottles to cool As AI adoption skyrockets, the demand for clean, reliable, and scalable energy sources will become a defining challenge for the future.

Enter nuclear energy. Unlike fossil fuels or even renewables like solar and wind, nuclear provides a steady, high-output power source that’s clean and efficient. For AI to thrive, it needs an energy partner that can keep up, and nuclear is uniquely positioned to meet this demand.

I believe Oklo, a pioneering company in the nuclear space, stands out as a long-term play.

Oklo isn’t just another energy company. It’s redefining what nuclear energy can do in an AI-driven world.

But before we dive into what makes Oklo special, let’s talk about the people leading this charge.

Let’s break it all down.

Leadership

Great companies are built by great leaders, and Oklo’s leadership team is one of the most impressive I’ve seen in the energy space.

At the helm is Jacob DeWitte, Oklo’s CEO. DeWitte’s background in nuclear engineering isn’t just academic he’s a hands-on innovator with a clear mission to reshape how the world views and uses nuclear power. His passion for creating clean, accessible, and safe energy is infectious. He’s not afraid to take bold risks, and that’s exactly the kind of leadership you need to disrupt an industry that’s been stagnant for decades.

Source: Bloomberg

But what really caught my attention is Sam Altman, Oklo’s Chairman. If the name sounds familiar, it should. Altman is also the co-founder of OpenAI, the organization behind ChatGPT. Altman’s involvement is a clear signal that Oklo is strategically aligning its vision with the energy needs of AI technologies. When someone like Altman puts his name and influence behind a company, it’s worth taking notice.

Think about it: AI’s energy requirements are skyrocketing, and the tech world knows it. Altman’s leadership at Oklo connects the dots between nuclear energy and the growing demand for clean, scalable power sources to fuel AI advancements. This isn’t just a corporate partnership. It’s a visionary alignment between two of the most transformative forces of the modern era: nuclear energy and artificial intelligence.

Another standout leader tied to Oklo is Chris Wright, who sits on the company’s board. Wright is a seasoned energy executive and a vocal advocate for innovative energy solutions. His presence on the board provides Oklo with a sharp, strategic perspective on navigating the broader energy landscape.

But here’s where it gets even more interesting: Wright has been tapped as the likely candidate for President Trump’s Secretary of Energy in the upcoming administration. If appointed, Wright’s leadership would almost certainly place nuclear energy at the center of the federal energy agenda. This could fast-track advancements in nuclear technology, provide regulatory tailwinds, and elevate the visibility of companies like Oklo.

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