Weekly Dose of Optimism #205
THE SO WHAT
Terraform, Oklo, Terafab, billion‑dollar rounds—the capital stack is quietly reweighting toward hard tech with real atoms, not just apps. If you’re building in software, assume your next competition for talent and dollars is a fusion or fission startup, not another SaaS tool.
READ THE SOURCE
MORE FROM THE WIRE
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SK Hynix weighing options for $3 billion in Chongqing assets underlines how memory and AI chip supply is now inseparable from geopolitical risk. If your roadmap depends on DRAM or HBM pricing and availability, you need a view on China exposure at the facility level, not just by vendor logo.