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Small Modular Reactors

2 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 9, 2024 by Brad Gerstner · across every show →

Everything said about Small Modular Reactors, oldest first

Sep 9, 2024 positive
Assertion Supported
Gerstner: The US Navy operates roughly 100 floating small modular reactors
“We basically have a hundred floating SMRs in our naval fleet.”
Brad Gerstner Sep 9, 2024 ▶ 1:02:34 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 positive
Insight
Gurley: Open-sourcing SMR designs eliminates single-source risk for utilities
“The reason to make it IP free, Is to get everyone working on the same platform, to remove single source dependency risk, and to get the utilities confidence that this thing's gonna be successful, and gonna go forward, and to get everyone behind it. So do the L…”
Bill Gurley Sep 9, 2024 ▶ 1:14:28 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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