According to Sam Wurzel, it’s challenging to build a technology company for the Nuclear fusion industry for several reasons:

  1. Lack of control over the timeline to fusion commercialization
  2. Small number of customers (~10)
  3. Risk of fusion energy companies integrating vertically
  4. Risk of fusion energy companies changing their technologies

In response to these challenges, Wurzel suggests several Strategies for technology companies serving the fusion industry.

References