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mrtracy | 1 year ago

I think there’s some possibly good investment advice to extract here, if you’re able and willing to invest in fusion startups: based on the need to compete with renewables alone, commercial success implies that highly complex reactors simply may not have a market based on construction cost, even if they do generate power.

Of the fusion startups mentioned in the article, I’d say that makes Zap Energy the one worth gambling on (if you’re a gambler that is), as its success apparently depends on exploiting a fluid dynamics effect which was not well known in the past (“shear flow”). If this sufficiently solves the confinement problem, the resulting device looks ludicrously simple in comparison to contemporaries.

Of course it may not work at all, I sure don’t know if it will; but if you had to invest in one of these, that seems like the one where successful power generation actually creates a marketable product.

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