Given the productivity nirvana-unlocking potential of AI and the attendant soaring energy demands from data centers, nuclear fission players – particularly those trying to commercialize Small Nuclear Reactors (SMRs) – continue to receive dramatically concentrated attention from markets and investors alike. Even so, Sam Altman-backed Oklo stands apart from its cohorts for the quantum of attention it has recently garnered. Today, that attention is being spurred by Kerrisdale Capital, a short research firm with a checkered history. We’re short $OKLO. Report at https://t.co/IJ16XlZqog. $OKLO’s claimed unit economics are nonsensical, its mgmt are academics with weak real world commercialization experience, its […]
Read full article at https://wccftech.com/the-high-flying-nuclear-energy-company-oklo-whose-board-member-is-a-prominent-member-of-the-trump-administration-2-0-attracts-an-attack-from-kerrisdale-capital/