{"id":5926,"date":"2025-08-31T09:39:26","date_gmt":"2025-08-30T23:39:26","guid":{"rendered":"https:\/\/murrayslatter.me\/?p=5926"},"modified":"2025-08-31T09:39:29","modified_gmt":"2025-08-30T23:39:29","slug":"what-i-am-investing-in-and-why-oklo-nyse-oklo","status":"publish","type":"post","link":"https:\/\/murrayslatter.me\/?p=5926","title":{"rendered":"What I Am Investing In and Why: Oklo (NYSE: OKLO)"},"content":{"rendered":"\n<p><strong>1. The Prompt for My Position: The AI Energy Tsunami<\/strong><\/p>\n\n\n\n<p>My decision to invest in Oklo wasn\u2019t just about nuclear. It was about anticipating the second-order effects of the AI revolution.<\/p>\n\n\n\n<p>In late 2024, I took a small but deliberate position in Oklo\u2014not because they had revenue (they don\u2019t), and not because they were already producing energy (they aren\u2019t)\u2014but because they sit at the intersection of two undeniable trends:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The exponential growth in AI model inference and training demand, and<\/li>\n\n\n\n<li>The desperate global need for clean, compact, reliable, and scalable energy.<\/li>\n<\/ul>\n\n\n\n<p>Let\u2019s be clear: Large Language Models (LLMs) are not free to run. Every ChatGPT query I make today consumes 10x the energy of a traditional Google search.<\/p>\n\n\n\n<p>Now extrapolate that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Millions of AI agents working 24\/7<\/li>\n\n\n\n<li>Real-time inference across billions of endpoints<\/li>\n\n\n\n<li>Autonomous robotics, smart infrastructure, neural rendering, simulation, and more<\/li>\n<\/ul>\n\n\n\n<p>I\u2019ve seen it firsthand. My own Google searches dropped by over 90%, replaced entirely by LLM workflows. I\u2019m just one person. Imagine what happens when 100 million people change their behaviour.<\/p>\n\n\n\n<p><strong>2. The Coming Energy Bottleneck<\/strong><\/p>\n\n\n\n<p>Between 2025 and 2030, we are going to see a megawatt-hour explosion driven not just by more data centres, but by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Edge AI compute and 5G\/6G real-time inference<\/li>\n\n\n\n<li>Increased power density per rack (accelerated by GPUs, TPUs, and custom silicon)<\/li>\n\n\n\n<li>AI model retraining and fine-tuning in enterprise contexts<\/li>\n\n\n\n<li>Autonomous systems operating continuously in physical space<\/li>\n<\/ul>\n\n\n\n<p>This won\u2019t just strain grids. It will transform them.<\/p>\n\n\n\n<p>The new constraint won\u2019t be how much compute you can deploy\u2014it\u2019ll be how much power you can provision, how fast, and how sustainably.<\/p>\n\n\n\n<p>That\u2019s why I\u2019ve been scanning the energy sector for over two years looking for a solution.<\/p>\n\n\n\n<p><strong>3. Why I Chose Oklo<\/strong><\/p>\n\n\n\n<p>There are many ways to play the AI\u2013Energy theme:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invest in utilities (like NextEra Energy or Brookfield)<\/li>\n\n\n\n<li>Back gas explorers and pipelines<\/li>\n\n\n\n<li>Look at battery storage, grid software, or HVDC transmission<\/li>\n<\/ul>\n\n\n\n<p>But none of those models fundamentally solve the problem of:<\/p>\n\n\n\n<p>\u201cHow do we create dense, clean, always-on power at the data centre edge, without waiting 10 years for approvals or grid upgrades?\u201d<\/p>\n\n\n\n<p>This is where Oklo shines.<\/p>\n\n\n\n<p><strong>\u2705 Small Modular Reactors (SMRs)<\/strong><\/p>\n\n\n\n<p>Oklo is pioneering compact, fission-based nuclear reactors that can be deployed like modular units. Their Aurora powerhouse is designed to deliver clean, safe, stable power for 10+ years with no refuelling, minimal waste, and a dramatically smaller footprint than traditional nuclear.<\/p>\n\n\n\n<p><strong>\u2705 Deep government roots<\/strong><\/p>\n\n\n\n<p>Their board and leadership include former U.S. Secretaries of Energy and top nuclear scientists. Their regulatory knowledge and access to Department of Energy (DoE) infrastructure are unparalleled.<\/p>\n\n\n\n<p><strong>\u2705 AI-native positioning<\/strong><\/p>\n\n\n\n<p>Most importantly, they are not trying to power towns\u2014they\u2019re trying to power data centres. Their early partnerships, including with OpenAI and private compute infrastructure investors, position them as a nuclear-native hyperscaler supplier.<\/p>\n\n\n\n<p><strong>\u2705 Networked deployment potential<\/strong><\/p>\n\n\n\n<p>Oklo\u2019s modularity allows for clustering of reactors, adaptive to demand. You could build a nuclear-powered data centre campus with redundancy, load balancing, and edge replication.<\/p>\n\n\n\n<p><strong>4. The Case for Asymmetry<\/strong><\/p>\n\n\n\n<p>Let me be clear: Oklo is pre-revenue. This is not a G1 Compounder or even a G2 Future Leader. It is a G3 Moonshot.<\/p>\n\n\n\n<p>But the asymmetry is what makes it powerful:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Their market timing is impeccable<\/li>\n\n\n\n<li>Their TAM is growing faster than anyone expected<\/li>\n\n\n\n<li>Their product-market fit is becoming clearer by the quarter<\/li>\n<\/ul>\n\n\n\n<p>And most importantly, their leadership and board connections suggest a real ability to win DoE grants, secure long-term Power Purchase Agreements (PPAs), and establish first-mover contracts with the Fortune 500.<\/p>\n\n\n\n<p>Oklo passes what I call the \u201cSpeculative Snap Test\u201d:<\/p>\n\n\n\n<p>If Oklo succeeds, the world looks meaningfully different\u2014faster AI, more local resilience, decarbonisation at scale.<\/p>\n\n\n\n<p>And if it fails?<\/p>\n\n\n\n<p>I\u2019ve allocated with eyes wide open, within my high-conviction G3 exposure.<\/p>\n\n\n\n<p><strong>5. The Bigger Picture<\/strong><\/p>\n\n\n\n<p>This investment is also about how I think emerging infrastructure gets funded.<\/p>\n\n\n\n<p>When the internet was born, no one knew which companies would win. But the early believers in internet infrastructure (Cisco, Equinix, Level 3) saw decades of asymmetric returns.<\/p>\n\n\n\n<p>I believe energy is the internet infrastructure of the AI era. The companies who win here won\u2019t just sell power\u2014they\u2019ll define where and how intelligence lives in the physical world.<\/p>\n\n\n\n<p><strong>Final Thought<\/strong><\/p>\n\n\n\n<p>Oklo is not just a bet on nuclear. It\u2019s a bet on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The explosion of AI power demand<\/li>\n\n\n\n<li>The need for location-flexible, sovereign, and clean energy<\/li>\n\n\n\n<li>The underappreciated speed at which AI infrastructure is decoupling from legacy utilities<\/li>\n<\/ul>\n\n\n\n<p>I don\u2019t expect Oklo to be a straight line. But I do expect that over the next 5\u201315 years, some company will redefine nuclear for the AI age.<\/p>\n\n\n\n<p>And I\u2019d rather be a year too early than five years too&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. The Prompt for My Position: The AI Energy Tsunami My decision to invest in Oklo wasn\u2019t just about nuclear. It was about anticipating the second-order effects of the AI revolution. In late 2024, I took a small but deliberate [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5940,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5926","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","clearfix"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What I Am Investing In and Why: Oklo (NYSE: OKLO) - Murray Slatter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/murrayslatter.me\/?p=5926\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What I Am Investing In and Why: Oklo (NYSE: OKLO) - Murray Slatter\" \/>\n<meta property=\"og:description\" content=\"1. 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A Journey from Scepticism to Strategic Conviction For many years, I stood at a distance from Tesla\u2014not because I didn\u2019t believe in its product or mission, but because I had deep reservations about its leadership style and governance. 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I respected Thiel\u2019s thinking around contrarian innovation, defensibility, and\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/Palantir.png?fit=1199%2C722&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/Palantir.png?fit=1199%2C722&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/Palantir.png?fit=1199%2C722&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/Palantir.png?fit=1199%2C722&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/Palantir.png?fit=1199%2C722&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5922,"url":"https:\/\/murrayslatter.me\/?p=5922","url_meta":{"origin":5926,"position":2},"title":"What I Am Investing In and Why: Microsoft","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"The Simplest Thesis in My Portfolio Some companies require deep analysis to understand their edge. Microsoft isn\u2019t one of them. In my view, Microsoft is perhaps the single most mission-critical company in the world. Not in theory, but in practice. It powers the core operations of enterprises, governments, schools, and\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5897,"url":"https:\/\/murrayslatter.me\/?p=5897","url_meta":{"origin":5926,"position":3},"title":"Power Law Investing","author":"Murray Slatter","date":"August 30, 2025","format":false,"excerpt":"Power Finding Tomorrow\u2019s Giants in Today\u2019s Markets Most people who begin investing imagine that returns are evenly distributed. You pick a stock, it goes up 10%. You pick another, it goes down 5%. Over time, the hope is that your \u201cwinners\u201d outweigh your \u201closers.\u201d But that\u2019s not really how the\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1772.png?fit=1200%2C749&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1772.png?fit=1200%2C749&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1772.png?fit=1200%2C749&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1772.png?fit=1200%2C749&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1772.png?fit=1200%2C749&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5914,"url":"https:\/\/murrayslatter.me\/?p=5914","url_meta":{"origin":5926,"position":4},"title":"What I Am Investing In and Why: Google (Alphabet Inc.)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"Owning the Oil Fields of the Internet I made my first investment in Google back in 2015\u2014not because I was a tech evangelist, but because I\u2019d come to deeply understand how powerful search really was. The genius of Google wasn\u2019t just that it ranked web pages. It was that it\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1806.png?fit=1200%2C604&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1806.png?fit=1200%2C604&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1806.png?fit=1200%2C604&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1806.png?fit=1200%2C604&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1806.png?fit=1200%2C604&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5213,"url":"https:\/\/murrayslatter.me\/?p=5213","url_meta":{"origin":5926,"position":5},"title":"What I Am Investing In and Why: NVIDIA (NVDA)","author":"Murray Slatter","date":"May 12, 2025","format":false,"excerpt":"1. How I First Discovered NVIDIA My journey with NVIDIA began in 2016, right at the onset of the crypto mining boom. But unlike the crowd, I wasn\u2019t drawn in by the buzz around mining rigs. I had a far longer view. 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