Dewitte says Oklo is building for a fleet, using parallel smaller projects to iterate and retain experience across the company.
We are building for fleets, not just for one. And our ability to simultaneously build a number of smaller-scale projects as we build towards our larger-scale goals gives us meaningful chances to iterate repeatedly and learn from execution. Each project develops people, processes, supplier relationships and operating experience that we retain and apply across Oklo.
Dewitte aims for Oklo to become the leading fabricator of advanced fuel forms, serving third parties amid a capacity shortage.
our goal is to be the leading fuel fabricator for advanced fuel forms. We're not working on TRISO, obviously. But for what we're doing with metallic fuel with high-assay, low-enriched or LEU type plus oxide fuels for advanced reactors as well as for support for next-generation fuel forms like nitrides and zirconium hydrides, things like that, that we will have the capabilities and expertise and capacity to be able to support.
Dewitte argues Aurora-Idaho can monetize fast-neutron irradiation services, which are unavailable in the West, alongside power and isotopes.
it can sell power, but it can also sell irradiation services. There is no fast irradiation -- fast-neutron, sorry, irradiation capability really in the Western world operational anymore today, right? And the U.S. government was going to spend billions of dollars to build a new capability that ultimately didn't go anywhere because of the lift of that, but that's what Aurora-Idaho is going to be able to produce and provide for.
Dewitte expects data centers to keep concentrating in supportive states, shifting power demand geographically.
I do think that you're going to see continued concentration of data centers in states that are supportive of this because there are states that are going to be supportive and interested in having these things, and that's just going to further pull demand into some different locations.
Dewitte says interconnection processes struggle with novel technologies, explaining PJM's rejection of the Virginia application.
One of the things that some of these interconnection processes struggle with is novelty. Novelty is key to going to the future, and that was one of the things that stood out about this was we were bringing in a mix of fuel sources, and their processes just didn't know how to handle it