What struck me is that this feels less like a startup story and more like an infrastructure story.
Vallecitos helped launch part of the first nuclear era. Now an old facility that might otherwise have disappeared is being repurposed for a very different generation of nuclear technology.
One theme that keeps appearing across AI, power, and now nuclear is that entirely new industries often emerge by finding new uses for infrastructure that already exists. The technology gets the headlines, but the enabling facilities, supply chains, and institutions are often where the real story is.
The reuse of the hot-cell infrastructure may be as interesting as the batteries themselves.
What struck me is that this feels less like a startup story and more like an infrastructure story.
Vallecitos helped launch part of the first nuclear era. Now an old facility that might otherwise have disappeared is being repurposed for a very different generation of nuclear technology.
One theme that keeps appearing across AI, power, and now nuclear is that entirely new industries often emerge by finding new uses for infrastructure that already exists. The technology gets the headlines, but the enabling facilities, supply chains, and institutions are often where the real story is.
The reuse of the hot-cell infrastructure may be as interesting as the batteries themselves.