A year ago, nuclear meant decades-long permitting battles, NIMBYism, cost overruns, and Vogtle jokes. The industry's reputation was "the energy source that's always 20 years away" ...and that was the fusion version. Fission was supposed to be the mature, boring one that still couldn't get built.
Now a startup that didn't exist when ChatGPT came ou is airlifting reactor modules off C-17 military cargo planes and standing them up in 24 hours like flatpack furniture. With an executive order deadline pegged to the nation's birthday. And nobody even blinks because it's the third most interesting energy story of the day.
That's what the knee of the curve feels like from inside. The things that were impossible become routine so fast that you skip the "remarkable" phase entirely. There's no window for wonder. Airlifting nuclear reactors is already yesterday's news because Boom Supersonic is building gigawatt power plants and Helion just achieved fusion
This timeline is wild.
Today, I'm incredibly proud to unveil our first nuclear site to the world: Valar Atomics at San Rafael.