Why VCs Are Betting on Fusion (And Why They Probably Shouldn't)
There's $2 trillion a year flowing into energy — and almost none of it is reaching the startups that could actually change things. Mike and Neal break down the full investment stack, and don't pull punches on where the money is going wrong.
Why $2 trillion sounds huge but early-stage clean energy VC has declined three years running — and how AI ate the rest
Mike's case that nuclear fusion is a scam: the Trump Media/$6B fusion merger, Sam Altman's track record, and what an MIT nuclear fusion PhD actually says about its odds
Why enhanced geothermal is the one legitimate moonshot — proven tech…
The skinny
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