France

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 4, 2024 by Brad Gerstner · said 10 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (6), Bill Gurley (4)

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Everything said about France, oldest first

Apr 4, 2024 negative
Opinion
Gerstner: France Out-Innovating the US in Nuclear Fission Is a National Embarrassment
“The French are driving more innovation and more efficiency out of nuclear fission than the United States, and we pride ourselves on innovation. That should be a shock and a national embarrassment.”
Brad Gerstner Apr 4, 2024 ▶ 48:14 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Sep 9, 2024 bullish
Assertion Supported
Zawalick: Reprocessing spent fuel allows 80% to 90% to be reused
“Now you start reprocessing that, and you have a, again, a federal policy change from the Carter administration to allow for reprocessing like France does. You can get about, you know, you hear numbers between 80, 90% Of, you know, isotopic, you know, use of be…”
Maureen Zawalnik Sep 9, 2024 ▶ 26:23 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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