

Fusion: Will it make or break your portfolio companies?
Ripple Hosts
Max Blanshard
2150
Nick Gosen
Kompas VC
TL;DR
With Q>1 now a reality, and commercial fusion looking more and more possible, we will discuss if Fusion has time to save the world, and whether there is time for it to return VC funds!
Topic overview
Why is the topic relevant?
Will the dawn of Fusion make your startup / portfolio irrelevant, or even more competitive? Either way, its a big deal and we need to discuss it!
What’s up for discussion?
What role will Fusion play in our energy make up - grid scale, industrial heat, modular?
What LCOE can Fusion realistically reach?
Can it be competitive with Fission and renewables?
Should VCs be investing in Fusion when they have a 10 year fund life?
Will Fusion come on line soon enough to meaningfully mitigate climate change impacts?
Dream outcome
Bringing together believers and sceptics in Fusion, and discussing where startups should be focusing and what areas are ripe for VC investment... and how to convince our ICs that we should be shooting for the moon here.
Who should attend?
People who have spent time thinking about baseload energy, be that Geothermal, Fission, tidal etc; people who believe storage + renewables will save us; people who have invested in Fusion or Fission.