nuclear energy

“It's also very clear that you don't have liftoff in nuclear or long-duration energy storage, right? That here are the challenges that we see.”

“I do worry that nuclear is for example, one of those technologies where, Where government needs to move the needle more because it just isn't on a time scale that fits a ten-year investment fund, you know, in venture capital.”

“I definitely think that we over-index on counting on, quote, energy miracles, because, again, going back to what we were talking about before, it takes a long time to build this stuff. So we are not going to have significant contribution of, say, nuclear energ…”

“I don't think that the Trump administration immediately comes in and reflexively never uses the loan program again. I do think that the projects that they pick to invest in might be different. You might see a heavier investment on nuclear, for example. Hydroge…”

“Trump gave out some of the biggest LPO loans in history to nuclear companies under his administration.”

“The main challenge with new nuclear is really the cost. It's a two-fold problem. It's not just high cost, it's high cost uncertainty, and we're in a particularly kind of perilous moment where people are recognizing the value of the fixed, reliable, base low po…”