Oklo (OKLO): FY26 Q1 earnings call, May 12, 2026

Tue, May 12Earnings callSpeaker-labelled transcriptOklo

On its May 12, 2026 earnings call (FY26 Q1), Oklo said 6 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 6 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AI / Artificial Intelligence Yes1617✓68%n=1+tx from settlement history blended with transcripts–
Ohio Yes1011✓84%n=1+tx from settlement history blended with transcripts–
Idaho Yes66✓94%n=1+tx from settlement history blended with transcripts–
Tennessee Yes55✓81%n=1+tx from settlement history blended with transcripts–
Meta Yes34✓74%n=1+tx from settlement history blended with transcripts–
Pipeline Yes22✓84%n=1+tx from settlement history blended with transcripts–
Inflation No00✓37%n=1+tx from settlement history blended with transcripts–
Kiewit No00✓32%n=1+tx from settlement history blended with transcripts–
Cancer No00✓30%n=1+tx from settlement history blended with transcripts–
Tariff No00✓25%n=1+tx from settlement history blended with transcripts–
Moltex No00✓12%n=1+tx from settlement history blended with transcripts–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Jacob De Wittecompany“AI / Artificial Intelligence” · prepared

…Energy Alliance and Idaho National Laboratory for an industry-leading initiative to integrate AI into reactor and fuel system design. In fuel, early construction activities at…

Jacob De Wittecompany“Ohio” · prepared

We also advanced Aurora, Ohio, including plans with Meta for a 1.2-gigawatt power campus while continuing to expand the fuel infrastructure needed to support deployment.…

Jacob De Wittecompany“Idaho” · prepared

…On the power side, we have Aurora INL, our Aurora powerhouse at Idaho National Laboratory. Aurora, Ohio, our planned 1.2 gigawatt clean energy campus. Aurora…

Jacob De Wittecompany“Tennessee” · prepared

…major execution milestone is expected to be the construction contract award. The Tennessee Advanced Fuel Center is our first major step toward long-term recycling capability.…

Jacob De Wittecompany“Meta” · prepared

…and government customers. We have advanced major customer relationships, including Switch and Meta. We broke ground on our first Aurora powerhouse at Idaho National Laboratory,…

Richard Craig Bealmearcompany“Pipeline” · prepared

…DOE-authorized assets helping inform future NRC license deployments. Finally, our potential customer pipeline reflects strong demand across data centers, utilities, industrials, oil and gas, and…

Agents: this page as TSV at /api/v1/appearances/oklo:2026-05-12:earnings_call · words: /api/v1/brief?appearance=oklo:2026-05-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP