In short: The established geothermal incumbent (public since its 2004 IPO) whose momentum Fervo's debut builds on — cited as proof the sector has a durable, investable track record.
Ormat is the established name in geothermal — it has been a public company since 2004 and actually builds and runs geothermal plants. Prins mentions it to show this isn't a brand-new, unproven idea: there's already a profitable incumbent with a long track record, and Fervo's splashy debut just adds fresh momentum and investor attention to the space Ormat helped pioneer.
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