Yeah, there are lots of unknowns and valid reasons to be pessimistic or optimistic. I lean toward cautious optimism based on the information that is available, but of course no one knows the future until it happens.
Just to clarify, Orion is one site, not a particular generator model. Orion working would be the green light to build and ship more generators, not a sign that they'd need to go back to the drawing board on an "Orion v2".
re: opex, we do have some idea of what it will be. We know that deuterium is cheap, we know that fusion produces low waste, we know that extensive safety protocols to protect against meltdown are not required, we know that preventing theft of fissile materials is not a security concern, and we know that these machines are substantially automated. We may not have precise balance sheets, but it's also not entirely opaque or mysterious.
I'm not sure the examples of historical China and Japan apply. They didn't invent coal power and then decide not to use it (although Japan was nevertheless fairly quick to industrialize). Fusion as of now seems likely to reach commercialization first in the US, and there's currently a lot of demand for power here with insufficient supply to meet projected growth. It's a very different market from when we were actively shipping our high-power-consumption industries overseas.
I don't agree that breakthroughs happen "rarely". I mean, we wouldn't be here in this thread without the massive breakthrough of useful LLMs, which were considered sci-fi before ChatGPT's release less than three years ago; fusion had the breakthrough of ignition at NIF just a few days after that; and we're only in the position of considering solar and batteries as a competitive energy source due to many small breakthroughs that have occurred in recent history. Breakthroughs happen all the time, but we quickly forget their significance and let them become boring.
Just to clarify, Orion is one site, not a particular generator model. Orion working would be the green light to build and ship more generators, not a sign that they'd need to go back to the drawing board on an "Orion v2".
re: opex, we do have some idea of what it will be. We know that deuterium is cheap, we know that fusion produces low waste, we know that extensive safety protocols to protect against meltdown are not required, we know that preventing theft of fissile materials is not a security concern, and we know that these machines are substantially automated. We may not have precise balance sheets, but it's also not entirely opaque or mysterious.
I'm not sure the examples of historical China and Japan apply. They didn't invent coal power and then decide not to use it (although Japan was nevertheless fairly quick to industrialize). Fusion as of now seems likely to reach commercialization first in the US, and there's currently a lot of demand for power here with insufficient supply to meet projected growth. It's a very different market from when we were actively shipping our high-power-consumption industries overseas.
I don't agree that breakthroughs happen "rarely". I mean, we wouldn't be here in this thread without the massive breakthrough of useful LLMs, which were considered sci-fi before ChatGPT's release less than three years ago; fusion had the breakthrough of ignition at NIF just a few days after that; and we're only in the position of considering solar and batteries as a competitive energy source due to many small breakthroughs that have occurred in recent history. Breakthroughs happen all the time, but we quickly forget their significance and let them become boring.