Fusion energy has been “20 years away” for decades, but has the science finally caught up? Private investment in fusion companies surged from $10 billion to $15 billion in just months, and the money is coming from places you wouldn’t expect.<\/p>\n
On this episode of TechCrunch’s Equity podcast, Rebecca Bellan and guest host Tim De Chant sit down with Rachel Slaybaugh, general partner at DCVC, to break down why serious investors are finally treating fusion as a real asset class, and what the return thesis actually looks like when no one expects a power plant in their fund lifetime.<\/p>\n
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.<\/p>\n
Chapters: <\/p>\n
00:00 Intro & fusion fest check-in <\/p>\n
01:52 Why fusion, why now? <\/p>\n
05:04 Federal funding history <\/p>\n
06:17 The IEA’s 2030 milestone <\/p>\n
07:37 What’s actually new: AI & superconducting magnets <\/p>\n
09:19 Near-term revenue vs. staying the course <\/p>\n
12:03 The return thesis: betting on “fusion euphoria” <\/p>\n
19:33 Portfolio strategy: betting on the whole stack <\/p>\n
21:16 How much energy do we actually need? <\/p>\n
25:39 Data centers & the regulatory window <\/p>\n
29:06 Fusion vs. fission explained <\/p>\n
30:15 Going public: SPACs & Trump Media <\/p>\n
32:08 Outro<\/p>\n","protected":false},"excerpt":{"rendered":"
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