Nuclear Energy

“We set a target for 20 35, for example, for that. We have been one of the most forwardly administrations in the history of this country on nuclear energy, and we're trying to get that up to speed and running and supplying energy for Americans as soon as humanl…”

“Nuclear has never had its Ford moment or its Tesla moment, if you want to put it that way.”

“Nuclear energy is the safest form of energy, empirically. If you look at the amount of power generated versus the amount of deaths it's even safer than solar, which is very strange, because how does someone die from solar? But actually, most solar is installed…”

“It's my opinion that we regulated nuclear out of business because we made it too expensive.”

“That it is very safe. And that it's not a science or engineering problem. Like that was when we started looking at companies to invest in, that was for me, that the thing that I was sort of disappointed by is everybody was approaching it as if nuclear is this …”

“In Europe, I mean, it's a, it's tough. I think that there were some, there was some good positioning that Europe had, you know, a few years ago, a few decades ago with nuclear that I think hasn't been, you know, delivered on as much as of late, but that would …”

“Nuclear energy for the past 50 years has been the cleanest form of energy, no carbon emissions, the safest form of baseload, which people find really surprising, but fewer human deaths per terawatt hour than any other baseload, And even any other energy source…”

“I think three cents shouldn't even be the limit. Like that was three cents building huge gigawatt scale mega construction projects, not factory production. And so I think we should physically be able to get less than three cents if we were doing it before.”

“The World Bank has gone back into nuclear energy after 40 years. And we're starting with refinancing existing, ah, nuclear fleet, whether it's in countries like India or Brazil or Romania or somebody who already have nuclear plants by helping to extend their l…”

“Especially if you're seriously thinking about tripling or quadrupling nuclear, you end up in a scenario where you're not actually talking about 2000 metric tons of material. Per year, you're talking about six to 8000 metric tons of material per year.”

“They don't even have a portability solution though for the near future, unless you're talking about aircraft carrier or an icebreaker or something like that.”

“And so I think that as that group ages out of power there will be a lot more acceptance of nuclear again, because I'm pretty old at this point, and I'm still on the young side for this particular issue.”

“And so we believe, I believe that, you know, premium power is where you need to go with nuclear, and there's sort of like two, there's two places for that. One is what we're doing with Antares, which is go to the military, help them with mission critical need …”

“That was an incredibly dumb decision.”

“The main challenge with new nuclear is really the cost. It's a two-fold problem. It's not just high cost, it's high cost uncertainty, and we're in a particularly kind of perilous moment where people are recognizing the value of the fixed, reliable, base low po…”

“It's the safest form of energy production we've ever seen, for amount of energy it's produced and the amount of negative impacts, but people think it's the scariest and the most dangerous.”

“The goal of the Trump administration is to reverse that strangulation of nuclear and let it fly again, but you're right, it'll take some time.”

“And so while I see AI pessimists and environmental pessimists saying, oh, so much more energy, it's going to be bad for the environment. I actually think it's going to rapidly accelerate our shift to green energy, particularly nuclear which we're just going to…”

“I think we need nuclear energy. There's no doubt in my mind that nuclear energy is, offers the best path.”

“And so now we are several decades behind where China is with respect to nuclear, which is ultimately the most scalable energy production system we have.”

“Nuclear is so obviously, so clearly the best climate solution that you could find, right? So if you care about the fact that we're putting more CO two in the, you know, in the atmosphere every single year, and you look at all the options, you know, options tha…”

“I actually think that if you're looking for an investment that is protected from AGI, it's something like this, where it's extremely physical. You're bending steel, you're stacking blocks, you're building plants, you're laying concrete. It's going to be a long…”

“Nuclear is sort of like the derivative to AI. If you believe that AI is going to go vertical, you should probably invest in nuclear, you know, because A, you're going to power it. B, you're going to be very insulated from, you know, the deflationary effects of…”

“There is no workable energy strategy without a nuclear renaissance in this country.”

“The World Bank undid a rule around being able to fund nuclear energy”

“Nuclear? I can't. Because that'll take till 2035.”

“Back in the 2000, there was not really any demand growth. Now we're seeing phenomenal demand growth, which was strong to begin with, but just, I mean, really taken off with artificial intelligence driving it. And, you know, those trillion dollar balance sheet …”

“Today you can talk to a venture funded startups. And there's at least 10 that are out there today that are chasing new designs.”

“Germany just decided to pull out a nuclear energy to become fully dependent on kind of cheap Russian gas.”

“The big problem with nuclear is it, it's, it doesn't really pencil out without, like, large government support.”

“I think the best source of energy going forward is nuclear. Fusion and potentially fission and SMRs are going to be important. I think it's the predictable cleanest energy source we have. I, not betting on one individual company, that's difficult to do. So I t…”

“Nuclear is going to be a big part of it, but it's not going to happen tomorrow.”

“I like nuclear. I just think it's 10 years away. It's just not an investable thing for the next time.”

“I'm for nuclear energy. I'm for smart modular nuclear energy. I'm for looking at how we build nuclear energy. Here in the United States in a safe way, but in one that I agree that our part, my party has been opposed to largely.”

“There's a real opportunity with this administration for a nuclear renaissance that at least we would be, we're already investing into, but we would be super excited to invest into.”

“Next week I'm going to like MC a whole like nuclear conference and it's like the least heretical thing. It's all like government people and like companies and DCs and like, There's whole funds around this and stuff.”

“I'm personally not, not, not a big fan of nuclear, just because I think it puts a lot of responsibility on future generations for problems that we haven't solved yet.”

“China's on track, on the other hand, to bring on more capacity capacity in the next 10 years than we've brought on in the last 40 years. They're expected to pass us in terms of total power generation from nuclear by 2030, or thereabouts.”

“Well, we have export controls in the United States, which are preventing a lot of these companies from building and exporting.”

“It was a little bit of a complexity, and also the, if you took the best known cost of all those technologies and just stuck them into the optimizer wouldn't pick them, is, is really what it comes down to.”

“Trump gave out some of the biggest LPO loans in history to nuclear companies under his administration.”

“I don't think that the Trump administration immediately comes in and reflexively never uses the loan program again. I do think that the projects that they pick to invest in might be different. You might see a heavier investment on nuclear, for example. Hydroge…”

“Then all the stuff that we just talked about, the demand that we've got to satisfy over the next 10 years is not going to come from nuclear. It's got to be an all of the above strategy.”

“I, yeah, I bought this stock, and I, and by the way, I bought a lot of stocks that went down, so I think we got to be careful about cherry picking, but I bought this stock solely based on the bet that perceptions would shift on nuclear.”

“Nuclear energy accounts for 20% of the electricity in the United States.”

“There's no scientific risk. Like, with nuclear energy, that's another important thing, is we invest in all kinds of things. There's no scientific risk with nuclear energy or minimal, like, we know how it works. The science has understood.”

“I definitely think that we over-index on counting on, quote, energy miracles, because, again, going back to what we were talking about before, it takes a long time to build this stuff. So we are not going to have significant contribution of, say, nuclear energ…”

“Definitely seeking forms of energy that are more potent, such as nuclear energy which right now it's not necessarily the physics that's a problems over-regulation.”

“I feel like with nuclear energy and things like tunnels around our major cities and stuff to get rid of traffic entirely, cause you can have like arbitrarily, you know, large amounts of going in and out. It seems like there's no reason we couldn't have a hundr…”

“What's really been missing with nuclear in terms of policy to help bring down the cost is that demand pull policy. And so this is why you see that nuclear is cheaper and gets cheaper over time in places that have a lot of growth in demand for electricity becau…”

“And dramatic example of narrative defeating data, because it's very, very obvious from the data that nuclear is far safer than say oil or coal.”

“I do worry that nuclear is for example, one of those technologies where, Where government needs to move the needle more because it just isn't on a time scale that fits a ten-year investment fund, you know, in venture capital.”

“The regulatory support in the United States for nuclear is so constipated that it's impossible to get it done. So you could have the greatest technology in the world. I just don't see how the laws change fast enough and the zoning changes fast enough and the N…”

“It's also very clear that you don't have liftoff in nuclear or long-duration energy storage, right? That here are the challenges that we see.”

“In fact, there are things like nuclear, which I just think he's wrong about.”

“The technology's proven itself over 50, 60 plus years. It's safe, it's one of the safest forms of energy. People don't realize this. It's actually one of the safest forms of energy.”

“You're seeing it in every country where the failed energy policy is actually starting to bite, either because electricity prices are through the roof or because there's energy rationing. If those countries have shut nuclear and had that as a consequence, popul…”

“Three years ago, when we would talk about our funds, or frankly, just our views on energy, most investors would say to us, but isn't nuclear dangerous? The truth of the matter is, in a few short years, nuclear is dangerous does not come up much with anybody wh…”

“I think the most activity that we've seen anywhere, like, once again, including with our own company, is in Poland. You know, there's, like, a confluence of circumstances there between, you know, sustained political and social support. Their energy security is…”

“It's not going to be about, were we able to build it? It's, did we decide that we wanted to invest in this? Did we decide that we wanted nuclear? The biggest barrier is just humans, not, not the innovation, just us getting in our own way.”