Luke Ward
Investor at Baillie Gifford with involvement in fusion investments, focusing on long-horizon capital allocation and commercial pathways for energy technologies.
Best podcasts with Luke Ward
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Apr 16, 2026 • 42min
The Great Fusion Debate: How Far Away Are We Really?
Luke Ward, investor shaping long-horizon capital for energy tech. Melanie Windridge, analyst and founder tracking fusion commercialization. Greg Piefer, CEO building fusion-based neutron and isotope businesses. They debate timelines to grid power, near-term commercial neutron markets, AI data center demand, funding scale risks, and the shift from lab breakthroughs to engineered plants.
