Reactor

topic on 7 shows · 8 statements across 7 episodes

BG2 Pod Cheeky Pint No Priors Sourcery Capital Allocators Catalyst the Green Blueprint

8 statements about Reactor, every show

NO PRIORS Assertion Not checkable as stated
Valar Atomics' Reactor Is Operating at 100 Kilowatts On-Site
“We're currently, as we're sitting here, making a hundred kilowatts splitting something like 10 to the 17 atoms per second in this reactor behind us.”
Isaiah Taylor Aug 15, 2026 ▶ 10:49 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
GREEN BLUEPRINT Assertion Supported
Jurowicz: Reactor equipment accounts for only 7% of nuclear build costs
“The reactor and the nuclear equipment are not the reason nuclear plants are expensive. If you look at historical data, it only represents about seven percent of the cost of historical builds.”
Jake Jurowicz Aug 12, 2026 ▶ 12:11 Did someone just figure out how to project finance nuclear?
CATALYST Prediction Not checkable as stated
Most nuclear developers will miss DOE's July 2026 criticality milestone
“I don't think a lot of reactors really are on pace for that July fourth milestone because it's an extremely aggressive milestone, and I think it's a little unfair to the nuclear industry actually to sort of set these very aggressive milestones when the reality…”
Katie Huff Feb 5, 2026 ▶ 23:00 The path to market for new nuclear reactors
CHEEKY PINT Disclosure
DeWahl: Antares pays national labs hundreds of thousands to prep testing
“You know, we spend a lot of money paying the national labs to do things like clear out a pit so that we can test our reactor, and it's like, we're paying for that, and they're like, you know, here's hundreds of thousand dollars, here's the bill.”
Julia DeWahl Nov 25, 2025 ▶ 36:42 Julia DeWahl of Antares on building nuclear reactors for the US military
SOURCERY Assertion Contradicted
Nolan: DOD executive order targets three site reactors next year
“And then you had the DOD executive order, which talked about deploying three reactors on DOD sites as early as next year.”
Scott Nolan Jul 30, 2025 ▶ 14:18 Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
BG2 Assertion Supported
Gerstner: Diablo Canyon Was Originally Provisioned for Six Reactors
“They built two nuclear reactors here. You know, this site was provisioned for six. For six reactors.”
Brad Gerstner Sep 9, 2024 ▶ 1:01:22 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
CAPITAL ALLOCATORS Assertion Supported
Rodman: Nuclear Fuel Processing Begins Two to Four Years Before Reactor Insertion
“Nuclear fuel starts its process two, three, four years before it finds its way into a reactor.”
Adam Rodman Mar 27, 2023 ▶ 28:32 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
CAPITAL ALLOCATORS Assertion Supported
Rodman: Chinese nuclear reactors are built on Westinghouse designs
“In certain cases, the Chinese who are building scalable, inexpensive reactors built on the Westinghouse design”
Adam Rodman Mar 27, 2023 ▶ 37:33 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)

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