Thanks to Bob Schaeffer for finding this. Nov 2024 report from Kerrisdale Capital on Oklo. References IEEFA's SMR/new reactors cost chart (page 10) and even hyperlinks on page 1 to the term "Nuclear Bros." to Dr. Ed Lyman's great blog.
Excerpt: We believe investors should be wary of unsubstantiated claims spouted by these "Nuclear Bros.” Recent SMR projects have experienced dramatic cost escalation, Oklo does not have the long-term supply of enriched uranium fuel it needs (and won’t well into the 2030s), and sodium-cooled reactors have well-documented reliability problems.
https://www.kerrisdalecap.com/
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