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Oklo

AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)

AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)

AI bottlenecks flow like a canal system of shifting dams — energy partially eased by natural gas and Bitcoin miner conversions, but pricing power now migrates downstream to data centers and optical interconnects, with a tailored Rule of X framework surfacing the winners.

36 min read 02 Apr 2026

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

Nuclear Technology

18 min read 18 Mar 2026

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

A three-decade “nuclear winter” of chronic underinvestment hollowed out the global uranium supply base — creating a structural scarcity shock as AI’s power hunger collides with a mining industry unable to respond at scale.

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

14 min read 03 Mar 2026

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

Industrialized modular SMR manufacturing is the only viable path to meet AI-driven nuclear demand — but advanced coolants, HALEU fuel, and TRISO fabrication bottlenecks will decide which designs (and which public companies) actually scale.