ARPA-E

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2021 by Dr. Scott Hsu · said 10 times in 5 episodes since 2021 · across every show →

Mentions by year

brought up most by Shayle Kann (5), Dr. Scott Hsu (3), Yet-Ming Chiang (1), Lara Pierpoint (1)

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2024 1 mention in 1 episode
2022 1 mention in 1 episode
2021 7 mentions in 2 episodes 4 per episode

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Everything said about ARPA-E, oldest first

Dec 23, 2021 neutral
Assertion Supported
Hsu: Capital costs will drive 65 percent of fusion's levelized electricity cost
“In fact, the particular ARPA-E funded study showed that maybe 65% of the LCOE might be coming from capital cost.”
Dr. Scott Hsu Dec 23, 2021 ▶ 36:12 Is nuclear fusion getting close?
Dec 23, 2021 positive
Disclosure
Hsu: Singapore and Japan are optimal early target markets for commercial fusion
“In fact, we identified, you know, these types of places exactly. Singapore, Japan, you know, highest electricity prices of today. As a good first market for fusion.”
Dr. Scott Hsu Dec 23, 2021 ▶ 39:45 Is nuclear fusion getting close?
Jun 18, 2026
Assertion Supported
Kann: Department of Defense is seeking a 2,000 Wh/kg battery
“So there was a, there was an ARPA-E program a couple years ago that was called One K. It was supposed to get, you know, it was looking for a thousand watt hour per kilogram battery, which would be, you know, what is that? Like three X the best on the market. B…”
Shayle Kann Jun 18, 2026 ▶ 32:10 Enter the electric supercycle
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