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The Drop 2025 - Ripple summaries
Fusion: Will it make or break your portfolio companies?
The Ripple dove into fusion energy, gathering startup founders, investors, and researchers to hash out the wild world of nuclear fusion. They explored everything from reactor designs to investment strategies and potential game-changing applications.
What they figured out:
Fusion is super complicated but not impossible.
Private companies might solve the puzzle faster than government projects.
Supply chain gaps are actually golden investment opportunities.
Going public too early is risky, but sometimes necessary.
Data centers and heavy industries could be perfect fusion customers.
The group realized fusion isn't just about creating magical clean energy. It's a tricky engineering puzzle that needs patient investors, smart global strategy, and a willingness to bet on multiple technological paths. They saw that while fusion might seem like a crazy dream, steady progress and clever funding could totally transform how we power our world.
Bottom line? Fusion needs guts, brains, and a long-term vision.
HOSTS
Max Blanshard
2150
Nick Gose
KOMPAS VC