Episode Details

Armed with $2.5 billion in fresh liquidity, Oklo’s Q4 2025 results reveal a massive pivot from filing licensing paperwork to aggressively pouring concrete.

In this episode:

• How Oklo bypassed the slow NRC pipeline using a DOE loophole.

• Stripping bloated synthetic cost multipliers out of legacy nuclear supply chains.

• Meta's unique cash prepayment earmarked specifically to de-risk HALEU fuel.

• Upsizing the flagship Idaho plant footprint from 15 MW to 75 MW.

• Unpacking the aggressive $350M–$450M physical CapEx guidance for 2026.

Oklo is racing toward an Independence Day target to achieve criticality at its Texas test reactor, aiming to prove that advanced fission can be deployed at Silicon Valley speeds. But as physical development accelerates, so does the cash burn—and the market is watching closely as long-term power plant timelines shift to 2028.

Oklo Inc. (OKLO) | Q4 FY2025

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