⚡ Short nuclear: SMRs miss the economic window

Chamath energy w=0.55 · n=22 · E257 (2026-01-10) · positioning · strength 3 ▶ 1:15:55 SUPPORT · horizon 12mo

“Massively short nuclear... they've missed the window. By the time they deliver working SMRs at scale, the marginal cost of electricity will effectively be zero because of solar and storage... large form factor nuclear reactors make zero economic sense by 2032 or 2035... it just does not hang together mathematically.”

Friedberg energy w=0.78 · n=18 · E257 (2026-01-10) · sentiment · strength 2 ▶ 1:15:55 OPPOSE

“that's if you assume no shift in the demand curve. ... going to 8 terawatts of production by 2040 ... I really do question whether we can pin everything on solar. ... at some point here, there's an inflection that we have to meet.”

Chamath energy w=0.55 · n=22 · E283 (2026-07-31) · sentiment · strength 2 ▶ 26:37 SUPPORT

“by the time any of these SMRs actually get near production, the TCO of solar will be like $10 or $12 per megawatt hour, and it will be 80% of all the power generation. It'll make no sense by the time SMRs get online. ... That reactor won't even get turned on until 2030 The entire world will be covered by solar by then, so it won't matter.”