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nuclear energy

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

Everything said about nuclear energy, oldest first

Apr 4, 2024 bearish
Prediction Not checkable as stated
Gerstner: Nuclear Power Cannot Satisfy AI Energy Demand Over Next Decade
“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.”
Brad Gerstner Apr 4, 2024 ▶ 38:45 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Apr 4, 2024 bullish
Disclosure
Gurley: Bought Constellation Energy Betting Nuclear Power Perceptions Would Shift
“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.”
Bill Gurley Apr 4, 2024 ▶ 50:50 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Sep 9, 2024 negative
Assertion Supported
Gerstner: US export controls prevent nuclear companies from building and exporting
“Well, we have export controls in the United States, which are preventing a lot of these companies from building and exporting.”
Brad Gerstner Sep 9, 2024 ▶ 1:09:43 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024
Prediction Open · timeframe Dec 2030
Gerstner: China is expected to pass US nuclear power generation by 2030
“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.”
Brad Gerstner Sep 9, 2024 ▶ 31:15 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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