Cover Image for Fusion: Will it make or break your portfolio companies?
Cover Image for Fusion: Will it make or break your portfolio companies?
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Fusion: Will it make or break your portfolio companies?

Registration
Members-Only Event
Only members of the tier Drop 2025 Attendee can register for this event.
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About Event

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.

Location
Table 25
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