Venture Blind Spots in Nuclear (Part 2): The Vertical Integration Trap

Previously: Part 1: Microreactors vs. Robots. Venture Blind Spots in Nuclear (Part 2): The Vertical Integration Trap Nov 1, 2026 · @David Faherty Previously: Part 1: Microreactors vs. Robots. The

Previously: Part 1: Microreactors vs. Robots. Venture Blind Spots in Nuclear (Part 2): The Vertical Integration Trap Nov 1, 2026 · @David Faherty Previously: Part 1: Microreactors vs. Robots. The “SpaceX of nuclear” pitch asks investors to fund a reactor designer, a component factory, a fuel plant, a development business, a fleet of power plants and the team that runs them, all in one company. The promise is that you keep every margin. The reality is that you also carry every delay and every ris