CFS plans Q>1 for 2027 with a tokamak design. If they succeed then there will be plenty of VC for similar designs. I'd place my bets that CFS succeeds with Q>1. And I think the real problem will be the energy flux and neutron handling and thus much more a material sciences problem than a plasma physics problem. Thus the idea to look for a niche that has lower power needs is a very clever one. My bet would be rather on Maritime Fusion than Helion. But nevertheless, CFS will be likely first at Q>1 however there is always space for another competitor.
2025 -> Post on HN
2028 -> Q>1 achieved (by you ? by someone else ?)
CFS plans Q>1 for 2027 with a tokamak design. If they succeed then there will be plenty of VC for similar designs. I'd place my bets that CFS succeeds with Q>1. And I think the real problem will be the energy flux and neutron handling and thus much more a material sciences problem than a plasma physics problem. Thus the idea to look for a niche that has lower power needs is a very clever one. My bet would be rather on Maritime Fusion than Helion. But nevertheless, CFS will be likely first at Q>1 however there is always space for another competitor.