Last updated Nov 29, 2025
Prediction
Chamath
Chamath @ 01:44:04Inconclusive
climatetech
Grid‑scale, highly scalable energy storage sufficient to enable abundant near‑zero‑marginal‑cost renewable energy will be developed and deployed well before alternative fusion technologies (other than solar fusion via photovoltaics) become commercially viable at scale.
And once we figure that out, which is actually the real technical bottleneck to abundant zero cost energy, we'll have your boundary condition met and we'll have it well before different forms of fusion are commercializable.View on YouTube
Explanation

As of November 30, 2025, there is still no commercially viable fusion power plant (magnetic confinement, inertial confinement, or other non-solar fusion) operating at scale on the grid. All fusion projects remain in the R&D / demonstration / pilot phase, with no utility-scale commercial plants selling power into markets.

At the same time, grid‑scale energy storage has grown substantially (especially lithium‑ion battery projects, plus pumped hydro and some emerging long‑duration storage), and is already being deployed alongside large amounts of wind and solar. However, this deployment has not yet clearly solved the problem in Chamath’s framing: enabling “abundant zero(-marginal‑)cost energy” in a way that removes storage as the “real technical bottleneck.” Storage is still widely seen as a key constraint to very high (>80–90%) renewable penetration, and no consensus exists that we have fully “figured out” grid‑scale, long‑duration, highly scalable storage to that degree.

Because Chamath’s prediction is explicitly about which comes first in the future

"we'll have [the storage solution] well before different forms of fusion are commercializable"

—the relevant question is: by the time fusion does become commercially viable at scale, will grid‑scale storage sufficient for abundant near‑zero‑marginal‑cost renewables have already been developed and deployed?

As of late 2025:

  • Fusion is still not commercially viable.
  • Storage is improving and scaling, but it is not yet clear that we’ve “figured out” the bottleneck to the level implied.
  • The sequence Chamath predicts (storage solution clearly arriving well before commercial fusion) has not yet been definitively resolved, because neither side of the comparison (commercial fusion vs. clearly sufficient long‑duration storage) has hit its decisive milestone.

Given that the core claim is about future ordering rather than a fixed date, and we have not yet reached the point where either condition is unambiguously satisfied, the prediction cannot yet be judged as right or wrong.

Therefore, the status is inconclusive (too early).