The Ledger, every show

“They don't have this problem. I'm confident of that. And so, yeah, it is one of the biggest differences between the two countries.”

“By the end of this decade, I think we'll be, have taken some small steps there, but we're probably looking 1015 years to really have advanced nuclear be at any scale in the United States, and that's best case.”

“I worry that there's going to be a falling out in the industry. There's probably too many SMR companies and it would be better if the industry can kind of coalesce around three or four different technologies and focus the resources there.”

“Meanwhile, you know, the cost of a PPA, a power purchase agreement, for solar is well off the lows. What kind of lows happened around twenty-twenty, and it's the cost, again, of delivered electrons from solar is, you know, probably 50% plus more expensive than…”

“We've adopted more and more technology in the classroom over that 20 years, and outcomes have gone down.”

“Right now, one of the big things is skin substitutes. So if you get a burn, you need some type of new skin on there's regs about how those get reimbursed and You know, the first six months whenever a product is released, they are, there's not history of to h…”

“And so China has, you know, started this new process of anti-involution, of like trying to support the winners and make sure that they can build up to be healthy, strong companies and be really global competitors and not just kind of brought down by this overc…”

“I was for a long time the largest market maker in the business which I did both for because it was profitable as well as maybe more importantly it allowed ability to put on and off positions with lower slippage and with fewer people knowing what my position wa…”

“Visibility through kind of, 2030 is pretty clear. The investments are being made. The actors that are making these investments are the largest, most profitable companies that have ever existed on this planet. They're also, many of them are growing at very heal…”

“And we are going to have a healthcare system that has, you know, third party payers forever and the need for very tight regulation.”

“So they went from, you know, first shovel in the ground to the first car coming off the line in 17 months, which was just phenomenal.”

“One of the end results is that most of these companies aren't very profitable today because it's just intense competition and a lot of times over capacity because of the province level subsidies and supports.”

“Most of the developers who had gotten started with projects in the 2000 Kind of gave up. They started things thinking these were going to be five-year projects, and they were 10 plus years in, and many of them hadn't broken ground yet.”

“And so we've seen lithium prices, for instance, just in the past few months, be up more than 50%. And that's going to translate into higher battery costs, all things being equal.”

“There is, you know, the skilled labor force that exists in this country already. It comes largely from the oil and gas sector, and you know, it, the technology has now been proven out.”

“But I can see kind of in five years that the geothermal industry could be the most exciting in the United States.”

“And so right now there's apparently over a hundred different manufacturers of EVs in China.”

“The number of robotics companies? There's over a hundred now.”

“The number of flights between the two countries is down 70%.”

“The number of American students studying there was down 90%.”

“Whenever we had a down month or a down time period, which we had, they weren't calling to redeem, but they would call up and say, do you need more capital? Because we had earned their trust, and we had done, you know, forced distributions along the way”

“At its peak Vogel had 9000 laborers on site, many of which were highly skilled craftsmen, and trying to do that today in the United States is very difficult.”