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  "documentTitle": "Oklo Inc. (OKLO)",
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  "presentationDate": "2024-11-01 00:00:00",
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  "notes": "The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.",
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      "text": "While Oklo promotes its design as \"simple\" and \"proven\" the truth is that sodium-cooled reactors are an unforgiving, difficult technology.",
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      "text": "With projections for data center power demand to increase by 160% and the potential need for over 50 GW of additional data center capacity in the US by 2030...",
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      "text": "I hate to break it to you...the [power] generation that they're [data center operators] citing is mostly not renewable and mostly not carbon free...",
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      "text": "We are very interested in innovation in data centers...as long as it has a 20-year track record.",
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      "text": "\"I hate to break it to you...the [power] generation that they're [data center operators] citing is mostly not renewable and mostly not carbon free...Nuclear SMRs hopefully will be great, but they're not a productionized technology at scale today.\" — Astrid Atkinson, CEO Camus Energy at DER Task Force conference. \"We are very interested in innovation in data centers...as long as it has a 20-year track record.\" — Former SVP Prime Data Centers, a Global Data Center Developer & Operator, 30 years in data center project development",
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      "text": "SMRs Will Not Have Significant Role in Powering Data Centers for a Long Time",
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