@Oklo COO/cofounder. We’re working on clean power plants and recycling nuclear waste with advanced fission. Unapologetic defender of the millennial side part.
Joined November 2011
- Tweets3.8K
- Following930
- Followers8.4K
- Likes8.6K
Pinned Tweet
So like just to be clear, if you're worried about nuclear waste, you literally *want* fast reactors asap. That is the one way to consume the waste and reduce the lifetime it needs to be stored.
(And btw they make clean electricity, in case you're also worried about environment.)
My instincts are maybe to be a bit too blunt or transparent, but i just really care a lot about people knowing how i see our stock sales and how it works, but most of all, why we care so much about Oklo and why we're in this for the long haul.
Jake and I started Oklo 13+ years ago for the reason some have said should be the only reason to be a founder in a very hard industry: because we felt it needed to be done and almost couldn't imagine doing anything else. We were thrifty and money was tight for that decade or so. We lived in a mobile home, didn't pay ourselves much, and all the eggs in our basket were Oklo- we were blocked from selling any of our shares through the history of oklo until a year after the IPO, so, middle of last year. We also have a history of making sure everyone at Oklo has equity, and even giving up our own shares to distribute to people in the company not yet eligible during the go-public process.
Once we could sell, it was a prudent thing to do as far as diversify. We've now been able to invest in other startups, pro nuclear non profits, nuclear engineering education, museum of science, other charities, and in our family. There's much more i look forward to contributing towards.
How sales work is pretty regulated- we had to set up what's called a 10b5-1 plan. This is a plan that sets out whenever we are in a trading window, here are the trades we will make. So it can be like "if the stock is above $20, sell $1M worth" or "sell 10,000 shares."
When we drafted the first 10b5-1 last year, the Oklo stock was trading in the low $ 20s, we talked with advisors on how this should look.
So my first 10b5-1 plan went into effect in mid 2025, and involved sales in a couple different open windows that amounted to a bit less than 5% of my holdings. We are now into my second 10b5-1 plan and have sold a bit under 5% to date on that one too. So net, as of the last time i checked, we are still technically in single digit % sales of our stock.
What we were assured is the kinds of quantities we would be selling would not affect the stock given anticipated other volume and demand. And i think that's true.
We thought that regular sales would be seen for what they were, not an indication of any view of the company since they simply follow the same rules every open trading period. I do think this is where financial reporters either do not understand 10b5-1 plans (hard to imagine) or sensationalize selling (probably more plausible). This is unfortunate because it does not help the average investor understand the mechanism behind these sales is autopilot based on rules set up, up to a year in advance.
Long story short, if you see sales, just know it isn't some sensational fire sale and it is pre-baked and regulated. We have worked so hard day in and day out to build Oklo for the better part of 15 years!
There's still so much to do for Oklo to have the impact we believe it can have for the world. And Oklo has frankly pretty objectively never been better positioned to do that than now!
Power is intelligence. Access will determine winners and losers
This is part of why I'm not sure why people think there's a bubble. Even if only 10% of the requests are real, that's 47GW just in TX, just in the next few years. If only 10% of the Morgan Stanley number is right that's 10 GW short of demand nationwide in just 3.5 years. There's a game of musical chairs for power no matter if it's for data centers or anything else. Power drives everything.
How mathematically impossible is the energy math behind the data center rollout? Just Texas alone is facing 474GW of interconnection requests (ERCOT), of which 90% is data centers. Which is why gov Abbott froze rollout of new data centers in Texas.
For context, ERCOT all-time peak demand record is 91.1GW on July 22, 2026, with normal demand between 40 and 80GW.
Of course, that's peak. In a more realistic scenario, Morgan Stanley sees the entire US short about 80-100GW through 2030, or a deficit of about 100 nuclear power plants.
This week is about more than making some fuel go critical - this represents the fastest ever privately funded nuclear reactor facility on private land.
This week also gave a special time to reflect even as there's so much more to do. Thank you to so many who played a key role - from the DOE to the constructors, architects, prototown visionaries, our shareholders, and most of all, the Oklo team!
🎉♥️⚛️🏗️
WE HAVE CRITICALITY!
Oklo has completed first criticality at its Groves Isotope Test Reactor.
Built in less than a year under the @ENERGY’s Reactor Pilot Program, Groves offers a concrete blueprint for future advanced nuclear deployment as the fastest fully privately financed and built reactor project of its kind.
Today, Oklo proves that advanced reactors can be built, started, and operated faster than anyone thought possible and shows the world that America can build nuclear again.
oklo.com/newsroom/news-detai…
It's so exciting to see the fruition of so much work: by the people that laid the groundwork for opt-in recycling/disposal, the people in the admin that made these efforts even possible, and the 28 states that all worked to apply to this program- which didn't even explicitly guarantee funding. I'm especially proud of my home state, Oklahoma. Oklahoma is an energy state, it could be a big part of the next wave of energy.
The President’s May 2025 executive orders on nuclear energy directed the creation of a comprehensive strategy for a seemingly intractable problem - nuclear waste reprocessing, recycling and disposal. Nuclear Lifecycle Innovation Campuses will answer that call, supporting domestic reindustrialization, reducing our reliance on foreign fuel, and creating thousands of jobs. Fantastic work by @ENERGY and @OverReactor1776!
This was even much more than a construction project. Startup of a private facility means honing and implementing operating procedures, training programs, security programs, environment, health and safety programs, quality assurance programs and procedures, and much more. Oklo's centers of excellence on all of these operational aspects now have this experience to bring to all our projects currently in progress and to build on for the future!
GREEN LIGHT FOR STARTUP: @ENERGY has authorized Oklo’s Groves Isotope Test reactor to begin nuclear operations.
This startup authorization clears the facility and team to bring in fuel, run startup tests, and proceed toward first criticality under its startup plan.
In just over 10 months , Groves completed engineering, construction, commissioning, development of operating programs, personnel training, and DOE readiness across all core requirements. Oklo chose the harder path to build a repeatable deployment model on private land using commercially procured fuel and equipment so future Aurora powerhouses, isotope facilities, and fuel cycle projects can build on proven deployment capabilities instead of starting from scratch.
Lessons from Groves are already informing how we build our other capabilities, demonstrating how advanced nuclear can move faster under DOE’s Reactor Pilot Program while keeping safety front and center.
Read more ->
oklo.com/newsroom/news-detai…
It never ceases to amaze me how easy it is for people (esp engineers/nuclear nerds) to focus on things like the technology, but the real timeline, scale, and cost decisions are SO driven by decisions on the "boring" stuff people might be tempted to think of as fungible - QA, procurement, procedure.
Travel with toddlers is an amazing way to find out that home was the vacation all along 😅
But we had a couple good lake days over the holiday weekend 🇺🇸
Happy belated 250th Independence Day everyone!
Instead of going critical in an existing space, or with existing government-owned fuel, Oklo constructed a full facility from greenfield with commercially procured fuel in less than a year!
The DSA is essentially like the COLA, it means that you are approved for operation. A big deal! DOE has a substantive "readiness" step after DSA and prior to startup.
Thank you to DOE and other members of this administration who created this program to get nuclear construction and operation going.
BIG NEWS: Oklo's Groves isotope test reactor has cleared @ENERGY's final major safety approval.
With the Documented Safety Analysis approved, Groves now enters the final phase before startup, including DOE's readiness review, fuel loading, and criticality in July.
Less than a year after breaking ground, Groves is demonstrating that advanced reactors can be built on privately owned land with commercially sourced fuel, equipment, and systems. As the first project to reach this milestone under DOE's Reactor Pilot Program, it provides a blueprint for future commercial deployment.
Read more:
oklo.com/newsroom/news-detai…
We've long had access to fuel material for our foak, thanks to our 2016 mou with doe, but this partnership, plutonium, and recycling make Oklo far and away positioned for scale.
We've always said it would be a failure if we just built one plant. swinging through the ball!
Fuel availability remains one of the biggest constraints facing advanced nuclear.
Today, Oklo and @Centrus_Energy signed a Letter of Intent for the supply of domestically sourced HALEU to support Oklo’s planned Aurora powerhouse deployment and 1.2 GW Clean Energy Campus in southern Ohio. The agreement would provide enough HALEU to support multiple years of reactor cores, covering up to five Aurora powerhouses.
The agreement helps connect fuel supply, power generation, customer demand, and project execution in one region.
Fuel. Power. Demand. Execution.
That’s how advanced nuclear gets built.
More: oklo.com/newsroom/news-detai…
This week i was in Idaho to visit a couple of our sites. First up, the Aurora-INL site. ~ 100 people on site every day, working 24/7. Kiewit killing it as a partner, both moving efficiently and with a safety first culture.
Next, i went to our Oklo Idaho Falls Test Facility. This facility gives us ~40,000 sqft for sodium testing, component fabrication, and some space for Kiewit. A bit emotional because the last time i saw this banner was on Wall Street-- the day we went public two years ago.
ALT Oklo NYSE banner at the Oklo Idaho Falls Test Facility
Huge win for energy. Let's use it not dispose of it!
Today, Oklo was selected by @ENERGY for advanced negotiations under the Surplus Plutonium Utilization Program, supporting a pathway to convert surplus plutonium already designated for disposal into bridge fuel for advanced reactors to deliver clean, reliable power.
Read more ->
oklo.com/newsroom/news-detai…
