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The Drop 2025 - Ripple summaries
Dual-use fusion technologies - Harnessing risk-mitigated stellar returns
The Ripple took a deep dive into where fusion tech is heading, focusing on how real progress could happen both in the lab and out in the world. Investors, fund managers, and tech developers all weighed in on what matters most for success in this field.
Takeaways and conclusions:
Supply chain tech is just as important as making fusion reactors themselves.
Defense uses are already driving demand for fusion-related products, not just energy companies.
There's big value in tech that serves more than just fusion, like special magnets and tritium handling.
Supply chain companies need to think beyond one-off products and find other markets.
Investors need creative approaches, balancing big risks with steady, smaller wins.
Consortiums and partnerships could be key for delivering complete, practical systems.
The message? Real change comes from teamwork, flexibility, and open-minded investment. It’s not just about building one big machine.
HOSTS
Dan Shafqat
Decarb Ventures
Mark White
UK Innovation & Seed Fund