small modular reactors
also referred to as: smrs
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 12, 2023 by Eric Wesoff · across every show →
Everything said about small modular reactors, oldest first
Dec 12, 2023 bearish
Wesoff: SMRs are engineering solutions misapplied to financial and PR problems
“Small reactors, SMRs, are a nuclear engineering solution to a financial problem. We need a financial solution to this financial problem. Small modular reactors are a nuclear engineering, engineering solution to a PR problem. We need a PR solution to that, not …”
Jun 10, 2024 bullish
Beebe: Geothermal can power AI data centers in 3-4 years vs 10 for SMRs
“Building de novo facilities to power either clusters or giga sites for massive data centers, I think is going to be much, much harder, and they're going to try with small modular reactors, that's a ten-year kind of process, but doing it with geothermal, I thin…”