Jan. 5 at 1:31 AM
$OKLO The illiteracy and FUD from some folks on here is laughable. This take collapses once you leave theory and look at how energy is actually bought and used. A hypothetical Venezuela oil surge wouldn’t be sudden, permanent, or even broadly price-setting… and even if it were, Oklo doesn’t compete with global oil prices in the first place. Its customers pay premiums for reliable, on-site, always-on power because grids are constrained, transmission takes decades, and outages are existential for data centers and defense infrastructure. Cheap fossil fuels don’t fix permitting bottlenecks, grid congestion, fuel volatility, or emissions constraints. Nuclear historically expands during periods of abundant fossil supply because it’s adopted for strategic resilience, not spot-price arbitrage. Calling Oklo a “bubble” assumes energy decisions are made on $/barrel alone- an assumption completely detached from how modern power demand, AI growth, and national security realities actually work.
