List of companies
- Kyoto Fusioneering
- Marathon Fusion
- Sapientai
- nTtau Digital (AI-driven digital design tools for fusion companies, more of a consulting business, run by Sam Woodruff) link
- Oliphant Fusion
- The various awardees of the UK Atomic Energy Authority Fusion Industry Program
Notes
- Sam Wurzel doesn’t like the term “picks and shovels”. Fusion is very different from the gold rush. How about the Haliburton analogy? The oil industry is also different.
- In particular, It’s challenging to build a technology company for the fusion industry. Luckily, there are some Strategies for technology companies serving the fusion industry.
- Clea Kolster from Lowercarbon Capital warns that fusion companies have a wishlist, but there are enough alternatives today that none of the fusion companies have clearly committed to buy the ‘pick’ or ‘shovel’). This means:
- Getting financial commitments for purchasing is really desirable.
- If that isn’t possible, you must show that you can service other markets in the meantime.