Aug. 3 at 9:50 PM
$OKLO $LBRT
So instead of market research on the weekends I like to try to predict the future. What I’ve been noodling on this weekend is how OpenAI, Oklo, and Liberty Energy come together to propose a Stargate power solution.
I think they are going to propose a phased AI data center with tiered power requirements. They will plan to build both LNG and Nuclear (modular) power stations alongside the tiers, where the LNG is activated immediately while the nuclear sites are planned for activation 2-3 years down the road. They will then turn on additional AI power tiers as the nukes come online, with the LNG stations becoming peaker units that only turn on during high usage.
Altman and secretary wright (liberty’s owner 🙄) will use their clout with Trump admin to ramrod licensing through much faster, as enabled by the existing signed EO’s that have power providers on American infrastructure programs totaling more than
$1B going to the top of the licensing pile.
