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small modular reactors

also referred to as: small modular reactor · smrs

11 statements across 8 episodes · 6 bullish · 4 bearish · 5 people on the record · first statement Oct 18, 2024 by David Sacks · across every show →

Everything said about small modular reactors, oldest first

Oct 18, 2024 bearish
Prediction Not checkable as stated
Sacks: US communities will block small modular nuclear reactors
“I just don't think your typical community wants a nuclear power plant in their backyard, and I don't think it matters that much if it's a small modular one either.”
David Sacks Oct 18, 2024 ▶ 51:54 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024 bearish
Assertion Contradicted
Chamath: Small modular reactors (SMRs) do not work yet in practice
“These SMRs, they don't work. Oh, that's, just to be clear, SMRs don't work yet. We have theoretical ways in which we can profile and model that they work. But we don't have a functional one that people can look at and inspect.”
Chamath Palihapitiya Oct 18, 2024 ▶ 1:02:22 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024 bullish
Assertion Partly supported
Friedberg: SMRs are currently operating in China, Russia, and India
“There are SMRs operating in China, Russia, and India today. And there's about 65 being built at this moment, right?”
David Friedberg Oct 18, 2024 ▶ 1:03:01 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
May 24, 2025 positive
Assertion Supported
Friedberg: TVA filed first-ever application for small modular reactor
“I saw yesterday the Tennessee Valley Authority filed the first ever application for a small modular reactor.”
David Friedberg May 24, 2025 ▶ 1:23:19 Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
May 31, 2025 bearish
Prediction Open · timeframe Dec 2035
Palihapitiya: SMR nuclear deployment in the US is at least a decade away
“We all talk about SMRs, small modular reactors. The reality is that if you get everything permitted and you believe the technology can be de-risked, you're still in a 20, 35 plus timeframe. You're a decade away.”
Chamath Palihapitiya May 31, 2025 ▶ 1:15:54 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
Jul 23, 2025 bullish
Prediction Not checkable as stated
Wright: Small modular reactors will take probably 10 years for market viability
“Ah, probably 10 years. 10 years. Because it's just a learning curve. With the small modular reactors, you gotta build up the supply chain, you gotta build up and build them in volume. The cost can come down dramatically.”
Chris Wright Jul 23, 2025 ▶ 29:23 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Sep 8, 2025 bullish
Prediction Held up
Wright: US will have new small modular reactors by July 2026
“We will have new next generation small modular reactors critical next year. Our goal is by July fourth, and I think we will beat that.”
Chris Wright Sep 8, 2025 ▶ 27:23 The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright
Jan 10, 2026 bearish
Prediction Not checkable as stated
Chamath: Marginal cost of electricity will hit zero by 2032-2035
“By the time that they deliver working SMRs at scale, the problem is that the marginal cost of electricity will effectively be zero, and it'll have gone to zero because of a combination of solar and storage, as well as coal and oil.”
Chamath Palihapitiya Jan 10, 2026 ▶ 1:16:01 All-In's 2026 Predictions
Jan 25, 2026 bullish
Prediction Open · timeframe Dec 2027
Lockmiller: Crusoe aims to energize an SMR-powered AI data center in 2027
“We're actually hoping to energize the first AI, AI factory powered by an SMR in twenty-twenty-seven.”
Chase Lochmiller Jan 25, 2026 ▶ 2:09:20 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jul 30, 2026 bullish
Prediction Open · timeframe Jul 2031
Chamath: Solar will dominate power generation before nuclear SMRs reach production
“By the time, like any of these SMRs actually get near production, the TCO of solar will be like, 10 or 12 dollars per megawatt hour, and it will be 80% of all the power generation.”
Chamath Palihapitiya Jul 30, 2026 ▶ 26:37 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
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