Dylan

295 posts

Dylan

Dylan

@dylan_robideaux

Get busy living or get busy dying

Katılım Haziran 2010
349 Takip Edilen209 Takipçiler
Dylan
Dylan@dylan_robideaux·
@hapaxpo The criticality scoreboard is different however. Right now it’s just tracking “criticality” in general but the types of criticality companies achieve (cold vs full power & at what power levels & durations) will reveal themselves in due time & the differences will become obvious
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Chris Taylor
Chris Taylor@hapaxpo·
@dylan_robideaux Not sure this is very helpful. Aren't you comparing apples and oranges. Valar is shooting for power, not just cold criticality. They're also working outside the INL, so they're much further down the road, meaning they're more efficient than this chart is giving them credit for.
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Dylan
Dylan@dylan_robideaux·
Built a side-by-side LCOE (¢/kWh) and $/kW calculator comparing 4 DOE Reactor Pilot Program microreactors racing to criticality by July 4th plus 3 advanced SMRs in commercial development The FOAK & NOAK presets are my best-guesses based on public data reactor-comparison-lcoe.vercel.app/compare/
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Dylan
Dylan@dylan_robideaux·
@hapaxpo This calculator is estimating LCOE at FOAK and NOAK costs. It’s an apples to apples comparison for companies pursuing similar strategies (eg Aalo & Valar for commercial power/heat, Radiant & Antares for DG replacements)
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DA Sails
DA Sails@da_sails·
EXCITING UPDATE FROM DOE IDAHO • Bob Boston approved the 3rd Documented Safety Analysis (DSA) for a reactor under Executive Order 14301 • Major milestone for DOE’s safety and regulatory process • Credit to the full DOE review team for driving this across the finish line • Standby for an announcement later today on which reactor/project was approved Strong work supporting safe nuclear operations and advancing U.S. energy
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Steffan Szumowski
Steffan Szumowski@UnoMasReactor·
Huge win for the future of nuclear 🤘 @AaloAtomics joins @AntaresNuclear and @valaratomics in the final stages to go critical. Expecting the DSA from @RadiantNuclear any day now! Should hear about PDSAs from @oklo’s Aurora-INK and Groves projects soon too 👀
Aalo Atomics@AaloAtomics

On April 30th, The Department of Energy's Idaho Operations Office (DOE-ID) approved the Documented Safety Analysis (DSA) for the Aalo-X Critical Test Reactor, advancing Aalo into its final pre-operations phase, the Operational Readiness Review. The DSA is the authoritative safety basis for a DOE nuclear facility. It demonstrates that a facility can be operated safely across its full range of normal, off-normal, and accident conditions. In the Aalo-X Critical Test Reactor, Aalo will test its full-scale nuclear core. The reactor contains nuclear fuel, moderator, control rod drive mechanisms, shielding, and instrumentation systems that are direct analogs of what will operate in the 10 MWe Aalo-X reactor being built next door. To further the CTR as an on-ramp to commercial deployment, no components used to achieve this milestone were repurposed: - Fuel assemblies were designed and assembled in-house. - The entirely new, compliant reactor facility was completed in a matter of months. - The commercial fuel supply chain was excercised from mining through on-site uranium delivery. - The reactor was designed and built modularly in-house and transported on commercial trucks to Idaho. - The reactor was built to NQA-1, the standard for commercial reactor quality, rather than ANS 15.8, which governs prototype reactors. A regulatory milestone at this level is the output of many people doing difficult, detailed work over a long period. We want to thank DOE leadership and the review staff who executed the DOE-STD-1271 framework, along with the modernized NE orders. We also want to give a huge thank you to the team at Aalo who carried out this work, along with our partners and advisors. The final phase before criticality is the DOE-led Readiness Review, in which DOE verifies that the people, facility, and programs can be cleared to operate as documented. Today’s DSA milestone proves our team’s execution discipline, and we are looking forward to next steps. Onward to criticality.

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Dylan
Dylan@dylan_robideaux·
The Race to Criticality - April 21st, 2026 74 days until July 4th, 2026
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Dylan
Dylan@dylan_robideaux·
The Race to Criticality - April 24th, 2026 71 days until July 4th, 2026 @valaratomics FDSA has been accepted by the DOE
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Rod Adams
Rod Adams@Atomicrod·
Congratulations! Aalo @AaloAtomics is a leader and blazing new paths to nuclear energy deployment. Disproving long-held myths. Nucleation Capital is proud to be assisting on the journey. @nucleationvc BZ @MattLoszak and @yasir_fission
Matt Loszak@MattLoszak

Aalo has received DSA approval from DOE for our 10 MW reactor, zero-power criticality! This is the equivalent of an NRC license in DOE space. We've been working towards this milestone at Aalo for 2.5 years. This was a very ambitious project under the DOE reactor pilot program for a bunch of reasons: ➡️ 10 MW, commercial-scale system. This is a system with the full-scale amount of fuel, moderator, controls, etc, necessary for powering AI data centers. Proving out this supply chain is a big deal. In the coming weeks we'll be taking it to zero power criticality, and then going to full-power operation in the months that follow. We'll be getting the factory set up in parallel to mass-produce it. ➡️ Built everything ourselves, from scratch. We started with a green field, and within 4 months finished the building, facilities, policies & procedures, reactor, shielding, instrumentation, control, etc. People thought this would be impossible to do on this timeline for a reactor of this size, but we've done it. Hyperscalers care about speed, and we're showing that moving fast is possible at commercial scale. ➡️ Achieving criticality before July 4th. We set out to ensure we met the president's order, and we are on pace to do so. We only started hiring at Aalo 2.5 yrs ago. It was questionable how realistic it was to take on all of the above while being one of the younger nuclear companies, but we are on track to pull it off. Insanely proud of the team for all the hard work, nights and weekends that went into this. Full blog post will be linked in comments.

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Yasir Arafat
Yasir Arafat@yasir_fission·
👏 Aalo just cleared the hardest regulatory gate in advanced nuclear. DOE has approved the Documented Safety Analysis (DSA) for our Aalo-X Critical Test Reactor at Idaho National Laboratory- the DOE equivalent of an NRC operating license. Because time is our most valuable capital, we chose the most difficult possible scope to meet our July 4th goal. Earned as a first-time operator, on a facility we built from scratch on leased DOE land: ✅ We designed our own fuel and exercised the supply chain that will deliver hundreds of reactors commercially. ✅ We built the core components to be full-scale and identical to our full-power reactor, the one that will economically generate 30 MWth. ✅ We constructed a brand new nuclear facility from the ground up. ✅ We stood up all the DOE Safety Management Programs from scratch in months. This allows us to be an operator of this nuclear facility. With the DSA approved, the design is fixed, the safety basis is locked in, and the reactor can now proceed to final assembly and commissioning. The hard institutional work of becoming a DOE nuclear contractor is done. Next, the final boss: a Readiness Review by DOE to prove we are ready to load fuel and achieve criticality, then an SBAA recommendation to S1 for fuel load and criticality, then S1 approval, and we go critical. None of this would have happened without the Aalo team, who took on an impossible scope on an impossible timeline and delivered. And none of it would have happened without the DOE-ID team, whose rigor, engagement, and support throughout this review made the milestone real. Thank you. Onwards. ⚛️
Aalo Atomics@AaloAtomics

On April 30th, The Department of Energy's Idaho Operations Office (DOE-ID) approved the Documented Safety Analysis (DSA) for the Aalo-X Critical Test Reactor, advancing Aalo into its final pre-operations phase, the Operational Readiness Review. The DSA is the authoritative safety basis for a DOE nuclear facility. It demonstrates that a facility can be operated safely across its full range of normal, off-normal, and accident conditions. In the Aalo-X Critical Test Reactor, Aalo will test its full-scale nuclear core. The reactor contains nuclear fuel, moderator, control rod drive mechanisms, shielding, and instrumentation systems that are direct analogs of what will operate in the 10 MWe Aalo-X reactor being built next door. To further the CTR as an on-ramp to commercial deployment, no components used to achieve this milestone were repurposed: - Fuel assemblies were designed and assembled in-house. - The entirely new, compliant reactor facility was completed in a matter of months. - The commercial fuel supply chain was excercised from mining through on-site uranium delivery. - The reactor was designed and built modularly in-house and transported on commercial trucks to Idaho. - The reactor was built to NQA-1, the standard for commercial reactor quality, rather than ANS 15.8, which governs prototype reactors. A regulatory milestone at this level is the output of many people doing difficult, detailed work over a long period. We want to thank DOE leadership and the review staff who executed the DOE-STD-1271 framework, along with the modernized NE orders. We also want to give a huge thank you to the team at Aalo who carried out this work, along with our partners and advisors. The final phase before criticality is the DOE-led Readiness Review, in which DOE verifies that the people, facility, and programs can be cleared to operate as documented. Today’s DSA milestone proves our team’s execution discipline, and we are looking forward to next steps. Onward to criticality.

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Matt Loszak
Matt Loszak@MattLoszak·
Aalo has received DSA approval from DOE for our 10 MW reactor, zero-power criticality! This is the equivalent of an NRC license in DOE space. We've been working towards this milestone at Aalo for 2.5 years. This was a very ambitious project under the DOE reactor pilot program for a bunch of reasons: ➡️ 10 MW, commercial-scale system. This is a system with the full-scale amount of fuel, moderator, controls, etc, necessary for powering AI data centers. Proving out this supply chain is a big deal. In the coming weeks we'll be taking it to zero power criticality, and then going to full-power operation in the months that follow. We'll be getting the factory set up in parallel to mass-produce it. ➡️ Built everything ourselves, from scratch. We started with a green field, and within 4 months finished the building, facilities, policies & procedures, reactor, shielding, instrumentation, control, etc. People thought this would be impossible to do on this timeline for a reactor of this size, but we've done it. Hyperscalers care about speed, and we're showing that moving fast is possible at commercial scale. ➡️ Achieving criticality before July 4th. We set out to ensure we met the president's order, and we are on pace to do so. We only started hiring at Aalo 2.5 yrs ago. It was questionable how realistic it was to take on all of the above while being one of the younger nuclear companies, but we are on track to pull it off. Insanely proud of the team for all the hard work, nights and weekends that went into this. Full blog post will be linked in comments.
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Dylan
Dylan@dylan_robideaux·
The Race to Criticality - May 5th, 2026 @AaloAtomics FDSA approved by the DOE on 4/30. They are the 3rd company to receive their FDSA 60 days until July 4th, 2026
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Rod Adams
Rod Adams@Atomicrod·
Aalo (@AaloAtomics) is moving fast and fracturing paradigms. That's the nuclear energy/Texas version of the tech industry/California mantra of "move fast and break things." I regret that I did not take any decent photos of their nearly empty factory when I visited in Feb 2025. They would have made an interesting contrast with the visuals of a busy, productive factory floor included in Jon Law's (@jonxlaw) 10 min explainer below. Disc: My visit to Aalo was as an investor. The company is part of Nucleation Capital's portfolio of advanced nuclear energy ventures. @MattLoszak
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Jon Law@jonxlaw

I flew to Austin and made a 10 minute explainer on the company building nuclear reactors for AI. If you aren't familiar with modular nuclear power in America or Aalo Atomics, you should watch it. Opinions expressed are 100% my own.

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Dylan
Dylan@dylan_robideaux·
@MattLoszak @MattLoszak based on your recent podcasts, it seems you have a pathway and have some confidence you can hit 15c/kWh on your FOAK. That would be massive! Congrats on everything you are doing, it’s very inspiring and may cause this NucE to move to Austin lol
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Balerion Space Ventures
Balerion Space Ventures@balerionspace·
Nuclear reactors didn't fly on planes. Until now. On 03.2.26, we're sitting down with @ValarAtomics — the team that achieved cold criticality and flew a reactor. They're building grid-independent nuclear reactors to power heavy industry, Data centers, and Clean fuels.
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