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The New Atomic Age: Inside Valar Atomics private nuclear energy effort. Full tour of the El Segundo, LA factory w/ founder Isaiah Taylor - making nuclear reactors who just raised US$19m (and is a lovely person). Stare into the core of a small modular test reactor and hear about... its ultimate industrial goal to "power the world" in this ep. + exclusive access into Valar's smoking lounge. 00:00 - Intro 01:24 - Valar Atomics tour! 06:59 - Nuclear fission history & future 10:59 - Solving safety 13:10 - Uranium supply 14:12 - Stand atop the test reactor Ward Zero 17:58 - Engineering in LA (SpaceX , Anduril Industries , Raytheon , The Boeing Company ) 19:59 - Full interview with Isaiah Taylor 21:04 - The New Atomic Age (cheaper energy, deflation) 24:12 - Regulation (Ballsy move to sue the NRC) 28:20 - Isaiah's background 28:41 - Valar's mission 30:00 - Powering AI 31:59 - Hydrocarbon solution 34:55 - US$19m seed round 35:31 - Outro BUILD BABY BUILD. Edited by Jacob Hurleyshow more

Madison Malone

8,223 subscribers

41,419 views • 1 year ago •via X (Twitter)

Science & Technology News & Politics

Anya Rossi• Live Now

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7 Comments

Madison Malone1 year ago

On YouTube here too:

Santiago Pliego1 year ago

@valaratomics @isaiah_p_taylor Epic

RJS1 year ago

@valaratomics @isaiah_p_taylor Very interesting . Well Done 👍

Abe Murray1 year ago

@valaratomics @isaiah_p_taylor Great pod Madison!

John1 year ago

@valaratomics @isaiah_p_taylor @isaiah_p_taylor I want to see your LADWP bill after running the silicon carbide resistors 😆

Rich Mokuolu1 year ago

@valaratomics @isaiah_p_taylor Energy abundance ⚡️/acc

Jon1 year ago

Okay forgetting all the hoopla firstly why a South African flag hanging up in your office are you actually South African? secondly what an earth you going to do with the nuclear waste of the end of the process not only the fuel but obviously the rest of the structure/ infrastructure that becomes highly radiated during the working lifespan of that device ?

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BREAKING | The American Atomic Age: Valar Atomics, Fuse, Not Boring Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) dive into how nuclear energy - fission & fusion - is at the heart of America's industrial resurgence & the race for AI dominance. Bonus: Packy covers The Great Differentiation Highlights: (00:00) The American Atomic Age (01:15) Isaiah Taylor on U.S. nuclear industry (03:34) Why modular reactors are the key to scale (06:47) China’s nuclear lead (08:32) Valar’s path to criticality & DOE testing (11:06) Foreign funding & misinformation campaigns (13:01) Nuclear myths: “It wouldn’t fill an Olympic pool” (15:29) Why Gen IV reactors are meltdown-proof (17:29) AI as a tailwind for nuclear infrastructure (19:21) Misconceptions in nuclear & energy performance (21:13) Pressure to deliver in this presidency term (22:59) The future of global energy (24:26) JC Btaiche: Building the world’s highest-power pulse system (26:41) Fuse’s strategy: revenue today, power tomorrow (28:34) Fusion’s role in reindustrialization (33:12) The AI-power constraint: “Energy = Intelligence” (35:31) Can we catch up to China in energy? (38:13) Packy McCormick on vertical integration (41:11) The Great Differentiation: Why brand matters in the age of AI This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at REINDUSTRIALIZE SUMMIT 2025 Isaiah Taylor - making nuclear reactors | JC B | Packy McCormick

Molly O’Shea

123,411 views • 1 year ago

My second interview with Isaiah Taylor (Isaiah Taylor - making nuclear reactors) founder of Valar Atomics Valar Atomics wants to make the world’s energy with mass-manufactured nuclear reactors. They just built their thermal prototype in record time, from first hire to operations in only 10 months. Now, they’re working on building their first fully critical nuclear reactor. Link to the interview on YouTube in the comment below! 0:14 Why it takes 15 years to turn on a reactor 1:45 Three reactors by July 4th, 2026 3:11 To build nuclear reactors, you have to actually build nuclear reactors 6:14 From idea to thermal prototype 8:12 Working with the Philippines 8:59 Being willing to look like you're crazy 14:37 Mega projects 16:55 Starting small & moving fast 18:10 Moving HQ's four times in two years 22:18 Hiring for anger 24:11 Backing great founders at pre-seed 27:46 Planning for the long-term while executing quickly 30:59 Setting more aggressive timelines 37:50 Focus

My second interview with Isaiah Taylor (Isaiah Taylor - making nuclear reactors) founder of Valar Atomics Valar Atomics wants to make the world’s energy with mass-manufactured nuclear reactors. They just built their thermal prototype in record time, from first hire to operations in only 10 months. Now, they’re working on building their first fully critical nuclear reactor. Link to the interview on YouTube in the comment below! 0:14 Why it takes 15 years to turn on a reactor 1:45 Three reactors by July 4th, 2026 3:11 To build nuclear reactors, you have to actually build nuclear reactors 6:14 From idea to thermal prototype 8:12 Working with the Philippines 8:59 Being willing to look like you're crazy 14:37 Mega projects 16:55 Starting small & moving fast 18:10 Moving HQ's four times in two years 22:18 Hiring for anger 24:11 Backing great founders at pre-seed 27:46 Planning for the long-term while executing quickly 30:59 Setting more aggressive timelines 37:50 Focus

Ti Morse

26,214 views • 1 year ago

My third interview with Isaiah Taylor - making nuclear reactors, Founder of Valar Atomics. Valar just became the first startup in history to power an NVIDIA Blackwell with a nuclear reactor. 0:32 Manufacturing nuclear reactors is a SpaceX style problem 2:58 Scaling from 1 reactor to 10 4:31 Why it’s so tempting to iterate on paper instead of actually building reactors 7:37 Having contact with reality - modular shielding 10:09 Steel is cheaper than software engineers 11:09 Why the idiot index is so high in nuclear 16:02 Becoming a nuclear company 18:57 It's important not to lie to yourself 21:55 Obsessing over critical path 24:54 Nuclear reactors are relatively simple 30:35 Safety is a function of iteration speed 30:55 Why Valar had to vertically integrate 35:01 Designing a Toyota Camry vs a Ferrari 38:07 Running through 1-way doors 41:13 Pulling rabbits out of a hat 46:13 Wartime mode 48:49 Being willing to do unreasonable things 51:20 How Elon injects urgency into his companies 56:56 Relentlessly chasing the goal of making energy 10x cheaper 58:32 What’s changed over the last 3yrs 1:00:51 Designing safe nuclear reactors 1:13:05 Learning from SpaceX - optimizing for scale 1:18:07 Having a high tolerance for looking dumb 1:19:50 How Palmer Luckey handles hit pieces 1:20:55 Inevitable time 1:25:26 Predicting unknown bottlenecks 1:28:08 Scaling 1:29:45 July 4th will be a rebirth for nuclear in the United States

My third interview with Isaiah Taylor - making nuclear reactors, Founder of Valar Atomics. Valar just became the first startup in history to power an NVIDIA Blackwell with a nuclear reactor. 0:32 Manufacturing nuclear reactors is a SpaceX style problem 2:58 Scaling from 1 reactor to 10 4:31 Why it’s so tempting to iterate on paper instead of actually building reactors 7:37 Having contact with reality - modular shielding 10:09 Steel is cheaper than software engineers 11:09 Why the idiot index is so high in nuclear 16:02 Becoming a nuclear company 18:57 It's important not to lie to yourself 21:55 Obsessing over critical path 24:54 Nuclear reactors are relatively simple 30:35 Safety is a function of iteration speed 30:55 Why Valar had to vertically integrate 35:01 Designing a Toyota Camry vs a Ferrari 38:07 Running through 1-way doors 41:13 Pulling rabbits out of a hat 46:13 Wartime mode 48:49 Being willing to do unreasonable things 51:20 How Elon injects urgency into his companies 56:56 Relentlessly chasing the goal of making energy 10x cheaper 58:32 What’s changed over the last 3yrs 1:00:51 Designing safe nuclear reactors 1:13:05 Learning from SpaceX - optimizing for scale 1:18:07 Having a high tolerance for looking dumb 1:19:50 How Palmer Luckey handles hit pieces 1:20:55 Inevitable time 1:25:26 Predicting unknown bottlenecks 1:28:08 Scaling 1:29:45 July 4th will be a rebirth for nuclear in the United States

Ti Morse

111,217 views • 1 month ago

Here's my conversation with David Kirtley (), a nuclear fusion engineer, all about the physics and engineering of nuclear fission, fusion, and the future of energy. David is leading a team that's working to build the world's first commercial fusion power plant by 2028. This was a super technical conversation and a fascinating one, for both the near-term and the long-term future of human civilization. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:14 - Nuclear fission vs fusion 13:14 - Physics of E=mc^2 18:28 - Is nuclear fusion safe? 23:50 - Chernobyl 30:17 - Geopolitics 32:12 - Extreme scenarios 39:07 - How nuclear fusion works 1:11:59 - Extreme temperatures 1:17:00 - Fusion control and simulation 1:28:54 - Electricity from fusion 2:02:59 - First fusion power plant in 2028 2:09:52 - Energy needs of GPU clusters 2:20:16 - Kardashev scale 2:28:12 - Fermi Paradox

Here's my conversation with David Kirtley (), a nuclear fusion engineer, all about the physics and engineering of nuclear fission, fusion, and the future of energy. David is leading a team that's working to build the world's first commercial fusion power plant by 2028. This was a super technical conversation and a fascinating one, for both the near-term and the long-term future of human civilization. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:14 - Nuclear fission vs fusion 13:14 - Physics of E=mc^2 18:28 - Is nuclear fusion safe? 23:50 - Chernobyl 30:17 - Geopolitics 32:12 - Extreme scenarios 39:07 - How nuclear fusion works 1:11:59 - Extreme temperatures 1:17:00 - Fusion control and simulation 1:28:54 - Electricity from fusion 2:02:59 - First fusion power plant in 2028 2:09:52 - Energy needs of GPU clusters 2:20:16 - Kardashev scale 2:28:12 - Fermi Paradox

Lex Fridman

604,473 views • 8 months ago

*New Lecture* Stanford '26, Session 8 (Full Video) Energy Bottlenecks with Scott Nolan from General Matter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan 09:03 Energy Is The Real Limit 11:16 Demand Growth Reality Check 13:17 Stranded Power Era 15:54 What Data Centers Need 16:59 Nuclear As Baseload Path 18:21 Fuel Cycle And Enrichment Gap 21:41 Bitcoin Mining As Rehearsal 25:03 Building Primitives Not Pivots 28:17 Nuclear Safety And Narrative 30:22 Calibrating the Moment 30:54 Pick Important Problems 32:14 General Matter Breakthrough 35:04 Building Team and Site 37:18 Government Support Reality 39:19 Jobs and AI Demand 42:37 Scaling Timelines and Space 46:16 Early SpaceX Lessons 50:25 Nuclear Perception and Europe 53:17 Supply Chain and Enrichment 56:56 Why US Lost Enrichment 59:25 Back to the Future Wrap

New Lecture Stanford '26, Session 8 (Full Video) Energy Bottlenecks with Scott Nolan from General Matter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan 09:03 Energy Is The Real Limit 11:16 Demand Growth Reality Check 13:17 Stranded Power Era 15:54 What Data Centers Need 16:59 Nuclear As Baseload Path 18:21 Fuel Cycle And Enrichment Gap 21:41 Bitcoin Mining As Rehearsal 25:03 Building Primitives Not Pivots 28:17 Nuclear Safety And Narrative 30:22 Calibrating the Moment 30:54 Pick Important Problems 32:14 General Matter Breakthrough 35:04 Building Team and Site 37:18 Government Support Reality 39:19 Jobs and AI Demand 42:37 Scaling Timelines and Space 46:16 Early SpaceX Lessons 50:25 Nuclear Perception and Europe 53:17 Supply Chain and Enrichment 56:56 Why US Lost Enrichment 59:25 Back to the Future Wrap

Anjney Midha

122,877 views • 3 months ago

I pulled a control rod out of an active nuclear reactor. It was Matt Loszak's idea — he cofounded Aalo Atomics to build a nuclear reactor safe enough for your backyard, a bold idea... and one worthy of an experiment. Our hypothesis was that we would survive this experiment thanks to Uranium Zirconium Hydride (UZrH), the fuel used by both the test reactor at UT Austin and Aalo's future reactors. Matt said this fuel wouldn't melt down given its strong "negative temperature coefficient of reactivity." If you don't know what that means... neither did I. But it may be the key to unlocking abundant, safe, clean energy. That's why I flew down to the University of Texas to make this video, and ran an experiment on UZrH fuel using a real nuclear reactor. I think you're going to love it. HD version at the link in my bio, and thank you to Fifty Years Fund for helping make this episode happen. 00:00 — What if nuclear power didn't have to be dangerous? 01:09 — Introducing Aalo Atomics 02:20 — UT Austin TRIGA reactor tour & overview 04:26 — Nuclear energy 101 05:27 — The experiment: control rod ejection 06:57 — Experimental results: power, energy, temperature 08:22 — "Negative Temperature Coefficient of Reactivity" 09:41 — Why isn't everyone using this? 10:32 — Aalo's bet: adapting UZrH for power production 11:40 — The future of nuclear power

I pulled a control rod out of an active nuclear reactor. It was Matt Loszak's idea — he cofounded Aalo Atomics to build a nuclear reactor safe enough for your backyard, a bold idea... and one worthy of an experiment. Our hypothesis was that we would survive this experiment thanks to Uranium Zirconium Hydride (UZrH), the fuel used by both the test reactor at UT Austin and Aalo's future reactors. Matt said this fuel wouldn't melt down given its strong "negative temperature coefficient of reactivity." If you don't know what that means... neither did I. But it may be the key to unlocking abundant, safe, clean energy. That's why I flew down to the University of Texas to make this video, and ran an experiment on UZrH fuel using a real nuclear reactor. I think you're going to love it. HD version at the link in my bio, and thank you to Fifty Years Fund for helping make this episode happen. 00:00 — What if nuclear power didn't have to be dangerous? 01:09 — Introducing Aalo Atomics 02:20 — UT Austin TRIGA reactor tour & overview 04:26 — Nuclear energy 101 05:27 — The experiment: control rod ejection 06:57 — Experimental results: power, energy, temperature 08:22 — "Negative Temperature Coefficient of Reactivity" 09:41 — Why isn't everyone using this? 10:32 — Aalo's bet: adapting UZrH for power production 11:40 — The future of nuclear power

Christian Keil

134,501 views • 1 year ago

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

The Knowledge Project

453,197 views • 1 year ago

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RV’s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RV’s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts

Raoul Pal

336,900 views • 11 months ago

America. We have a new steel company - Hertha Metals It uses electricity instead of coal to make steel. It was founded by Laureen Meroueh, who is something of a child prodigy. The US could very much use this technology at the moment. We dig into why here on the pod The Core Memory pod, which the NYT will eventually hail as the smartest podcast on Earth, and its big ideas are brought to you by the big idea people Brex. The show is also made possible by the big idea backers @e1ventures Come for the ore, stay to learn about Hertha Ayrton Full episode here, wherever you like to get pods and on YouTube down below Timestamps 00:00:00 Intro 00:04:43 Starting College at Age 13 00:09:15 Reinventing the Steel Industry 00:12:54 From Battery Tech to Steel 00:19:28 How Traditional Blast Furnaces Work 00:22:40 Eliminating Coal for Natural Gas 00:28:15 Cutting Costs and Carbon 00:32:01 Proving the Technology Scales 00:35:22 The US Steel Supply Crisis 00:40:31 Protecting the Secret Formula 00:43:49 Solving the Rare Earth Shortage 00:46:28 Timeline to Commercial Production 00:52:53 Surviving the Valley of Death 00:55:48 Why Build in Houston? 01:01:12 A Woman in Heavy Industry 01:06:10 Inside the Steel Foundry 01:14:47 Reindustrializing the United States 01:36:22 The Story Behind the Name

America. We have a new steel company - Hertha Metals It uses electricity instead of coal to make steel. It was founded by Laureen Meroueh, who is something of a child prodigy. The US could very much use this technology at the moment. We dig into why here on the pod The Core Memory pod, which the NYT will eventually hail as the smartest podcast on Earth, and its big ideas are brought to you by the big idea people Brex. The show is also made possible by the big idea backers @e1ventures Come for the ore, stay to learn about Hertha Ayrton Full episode here, wherever you like to get pods and on YouTube down below Timestamps 00:00:00 Intro 00:04:43 Starting College at Age 13 00:09:15 Reinventing the Steel Industry 00:12:54 From Battery Tech to Steel 00:19:28 How Traditional Blast Furnaces Work 00:22:40 Eliminating Coal for Natural Gas 00:28:15 Cutting Costs and Carbon 00:32:01 Proving the Technology Scales 00:35:22 The US Steel Supply Crisis 00:40:31 Protecting the Secret Formula 00:43:49 Solving the Rare Earth Shortage 00:46:28 Timeline to Commercial Production 00:52:53 Surviving the Valley of Death 00:55:48 Why Build in Houston? 01:01:12 A Woman in Heavy Industry 01:06:10 Inside the Steel Foundry 01:14:47 Reindustrializing the United States 01:36:22 The Story Behind the Name

Ashlee Vance

39,700 views • 8 months ago

"‘It’s not about the tech, it’s about people." - Shaw checkout the full episode where we dive into the AI, Eliza, ai16z, and a lot more trust me it's well worth your time Episode timestamp: ⏰ Timestamps 00:00 Intro 00:59 Shaw's Journey: From Programmer to Entrepreneur 06:07 Story of ai16z: A New Economic Model 09:14 Nature of AI: Sentience and Human-AI Relationships 13:03 Will Ai take our jobs? Future of work & employment 16:36 Are we close to a Dystopian world? 28:50 Procuring Data for agents 32:15 AI Agents and Hallucinations 34:00 Incentives and Human Behavior in Society 34:55 Free Markets in Problem Solving 36:22 Decentralization and Its Challenges 38:10 Autonomous Investor 41:44 Building Trust in Trading Systems 43:14 Marketplace of Trust and Community Contributions 45:59 The Future of AI and Human Interaction 56:28 The Role of AI in Enhancing Human Experience 59:09 Navigating Truth and Bias in AI Systems 01:06:54 Innovations Shaping Tomorrow's Network States 01:07:56 Decentralized Coordination and Global Talent 01:10:21 Emerging Agentic Frameworks and Developer Choices 01:12:48 The Role of Web Development in Agent Technology 01:17:12 Opportunities in Agent Technology and DeFi 01:24:19 Revenue Models in Agent Frameworks 01:30:20 Building a Global Community and Open Source Strategy oh, and don't forget to follow The DeAI Dispatch I'm cooking some cool AI stuff for y'all thanks Shaw for taking over 90 minutes for this free wheeling convo

"‘It’s not about the tech, it’s about people." - Shaw checkout the full episode where we dive into the AI, Eliza, ai16z, and a lot more trust me it's well worth your time Episode timestamp: ⏰ Timestamps 00:00 Intro 00:59 Shaw's Journey: From Programmer to Entrepreneur 06:07 Story of ai16z: A New Economic Model 09:14 Nature of AI: Sentience and Human-AI Relationships 13:03 Will Ai take our jobs? Future of work & employment 16:36 Are we close to a Dystopian world? 28:50 Procuring Data for agents 32:15 AI Agents and Hallucinations 34:00 Incentives and Human Behavior in Society 34:55 Free Markets in Problem Solving 36:22 Decentralization and Its Challenges 38:10 Autonomous Investor 41:44 Building Trust in Trading Systems 43:14 Marketplace of Trust and Community Contributions 45:59 The Future of AI and Human Interaction 56:28 The Role of AI in Enhancing Human Experience 59:09 Navigating Truth and Bias in AI Systems 01:06:54 Innovations Shaping Tomorrow's Network States 01:07:56 Decentralized Coordination and Global Talent 01:10:21 Emerging Agentic Frameworks and Developer Choices 01:12:48 The Role of Web Development in Agent Technology 01:17:12 Opportunities in Agent Technology and DeFi 01:24:19 Revenue Models in Agent Frameworks 01:30:20 Building a Global Community and Open Source Strategy oh, and don't forget to follow The DeAI Dispatch I'm cooking some cool AI stuff for y'all thanks Shaw for taking over 90 minutes for this free wheeling convo

Rohit ($TAO arc)

100,740 views • 1 year ago

America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today? We've fallen to last place. As we approach the January 2028 ban on Russian uranium, the United States is facing a massive fuel crisis. If we don't reshore this capability, the future of our grid may be at risk. In this episode, Scott Nolan (Partner at Founders Fund & Co-founder of General Matter) reveals his plan to take back America's lead. We discuss: • How Scott is applying the SpaceX playbook of cost reduction to uranium • The massive market opportunity in HALEU and next-gen fuel • Scott's counterintuitive advice: avoid starting companies unless the mission is this important. Timestamps (00:00) Introduction to Scott Nolan (02:24) General Matter’s mission to rebuild U.S. enrichment (08:31) Scott’s background: From SpaceX and Founders Fund to General Matter (17:50) How Scott’s focus evolved over 13 years at Founders Fund (33:30) How U.S. uranium enrichment quietly came to an end (38:34) The Russian uranium ban and the 2028 supply cliff (50:56) What the U.S. needs to actually scale nuclear energy (59:30) Why General Matter chose Paducah, Kentucky (01:07:06) The $900 million Department of Energy award (01:14:12) Final meditations

America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today? We've fallen to last place. As we approach the January 2028 ban on Russian uranium, the United States is facing a massive fuel crisis. If we don't reshore this capability, the future of our grid may be at risk. In this episode, Scott Nolan (Partner at Founders Fund & Co-founder of General Matter) reveals his plan to take back America's lead. We discuss: • How Scott is applying the SpaceX playbook of cost reduction to uranium • The massive market opportunity in HALEU and next-gen fuel • Scott's counterintuitive advice: avoid starting companies unless the mission is this important. Timestamps (00:00) Introduction to Scott Nolan (02:24) General Matter’s mission to rebuild U.S. enrichment (08:31) Scott’s background: From SpaceX and Founders Fund to General Matter (17:50) How Scott’s focus evolved over 13 years at Founders Fund (33:30) How U.S. uranium enrichment quietly came to an end (38:34) The Russian uranium ban and the 2028 supply cliff (50:56) What the U.S. needs to actually scale nuclear energy (59:30) Why General Matter chose Paducah, Kentucky (01:07:06) The $900 million Department of Energy award (01:14:12) Final meditations

Mario Gabriele

51,883 views • 6 months ago

It's brain versus AI time. Here's our full episode with Sebastian Seung. He's started a new company to reverse engineer the brain and master the intelligence created by nature with the hopes of informing the intelligence we've created with machines. Sebastian has done pioneering AI and neuroscience work and is now blending the two to make a digital brain. Mostly, he's fun to listen to. The Core Memory podcast is made by possible by the intelligent finance powerhouse Brex and the people who back the biggest ideas @e1ventures. Timestamps 00:00:00 - Intro 00:01:42 - Who is Sebastian Seung? 00:03:23 - What is a Connectome? 00:07:08 - The Connectome Winter 00:09:08 - Diamond Knives & AI 00:12:10 - When Will We Map the Human Brain? 00:18:09 - The "Brain Crystal" & Visual Neurons 00:26:31 - New Startup 00:33:55 - Simulating a Mind in Software 00:37:40 - Biology vs. Nvidia 00:44:04 - Is AI a Religious Quest? 00:50:05 - Mind Uploading & Transhumanism 00:59:26 - Brain-Computer Interfaces 01:06:41 - From Physics to Neuroscience 01:12:22 - Will Uploads Be Conscious? 01:19:37 - Neuromorphic Chips & Future Robotics

It's brain versus AI time. Here's our full episode with Sebastian Seung. He's started a new company to reverse engineer the brain and master the intelligence created by nature with the hopes of informing the intelligence we've created with machines. Sebastian has done pioneering AI and neuroscience work and is now blending the two to make a digital brain. Mostly, he's fun to listen to. The Core Memory podcast is made by possible by the intelligent finance powerhouse Brex and the people who back the biggest ideas @e1ventures. Timestamps 00:00:00 - Intro 00:01:42 - Who is Sebastian Seung? 00:03:23 - What is a Connectome? 00:07:08 - The Connectome Winter 00:09:08 - Diamond Knives & AI 00:12:10 - When Will We Map the Human Brain? 00:18:09 - The "Brain Crystal" & Visual Neurons 00:26:31 - New Startup 00:33:55 - Simulating a Mind in Software 00:37:40 - Biology vs. Nvidia 00:44:04 - Is AI a Religious Quest? 00:50:05 - Mind Uploading & Transhumanism 00:59:26 - Brain-Computer Interfaces 01:06:41 - From Physics to Neuroscience 01:12:22 - Will Uploads Be Conscious? 01:19:37 - Neuromorphic Chips & Future Robotics

Ashlee Vance

38,839 views • 7 months ago

“If there's one lesson I wish I could give my younger self, it's to focus less on the technology and more on the customer need.” Bret Taylor has helped shape how billions interact with the internet, and now with Sierra, he’s rethinking customer interactions through AI that feels more human. (00:00) Trailer (00:45) SPC's Founder Fellowship (01:31) Introduction (02:09) AI’s Leap & the 10× Engineer Redefined (04:29) From “Minus-One” to Product-Market Fit (11:17) Customer-obsessed (17:22) Balancing Patience & Passion as a Founder (21:46) Starting a Company in the AI World (26:24) Founder dumb mistakes (30:46) Agents as the New SaaS (32:34) Future Stacks & the Memory Debate (39:17) Boards, Mentors & Enduring Companies (44:42) Motivation Beyond Money (48:58) Raising Kids in the AI Age (54:50) Q&A (59:42) Outro

“If there's one lesson I wish I could give my younger self, it's to focus less on the technology and more on the customer need.” Bret Taylor has helped shape how billions interact with the internet, and now with Sierra, he’s rethinking customer interactions through AI that feels more human. (00:00) Trailer (00:45) SPC's Founder Fellowship (01:31) Introduction (02:09) AI’s Leap & the 10× Engineer Redefined (04:29) From “Minus-One” to Product-Market Fit (11:17) Customer-obsessed (17:22) Balancing Patience & Passion as a Founder (21:46) Starting a Company in the AI World (26:24) Founder dumb mistakes (30:46) Agents as the New SaaS (32:34) Future Stacks & the Memory Debate (39:17) Boards, Mentors & Enduring Companies (44:42) Motivation Beyond Money (48:58) Raising Kids in the AI Age (54:50) Q&A (59:42) Outro

South Park Commons

94,903 views • 1 year ago

Scott Nolan (Scott Nolan ) was employee ~30 at SpaceX. He spent over a decade at Founders Fund backing Anduril, Radiant, and Crusoe Energy. In 2023, he went looking for a company enriching uranium domestically. There was none. So he started General Matter (General Matter ). The U.S. once produced 86% of the world's enriched uranium. By 2013 it was zero. Russia filled the gap. China is scaling fast. Meanwhile, every advanced reactor company in America was hitting the same wall: no domestic fuel supply. General Matter is changing that. $900M DOE contract. First facility in Paducah, Kentucky, the exact site where the U.S. last enriched uranium. And just weeks ago in Tokyo, a $2.4B EXIM financing deal to supply Japanese utilities. Why is this important to Japan? Because 70% of Japan's oil passes through the Strait of Hormuz. Because Japan currently imports all its enriched uranium from Europe. Because Japan has been burned by energy dependency in 1941, the 1970s, and right now. One pellet of enriched uranium contains as much energy as 100 barrels of oil. You can stockpile it for years. The energy density alone makes nuclear the most defensible base load option for an import-dependent economy. I sat down with Scott over sushi in Tokyo to talk about all of this. Enjoy. (00:00) Intro (01:17) The $2.4B EXIM Deal (04:43) Why General Matter Had to Be Started (11:51) The Uranium Supply Chain (15:40) SpaceX and Nuclear: The Parallel (19:54) Japan's Energy Security (25:58) Safety Myths and Next-Gen Reactors (31:10) Enrichment Economics (37:18) The SpaceX Approach to Cheaper Enrichment (46:43) Japan Supply Chain Partnership (56:50) Why Peter Thiel Joined the Board (01:02:10) Founders Fund on Japan (01:09:02) Definite Optimism and the Anduril Playbook (01:13:10) General Matter's Culture (01:15:27) Five-Year Scaling Plan

Scott Nolan (Scott Nolan ) was employee ~30 at SpaceX. He spent over a decade at Founders Fund backing Anduril, Radiant, and Crusoe Energy. In 2023, he went looking for a company enriching uranium domestically. There was none. So he started General Matter (General Matter ). The U.S. once produced 86% of the world's enriched uranium. By 2013 it was zero. Russia filled the gap. China is scaling fast. Meanwhile, every advanced reactor company in America was hitting the same wall: no domestic fuel supply. General Matter is changing that. $900M DOE contract. First facility in Paducah, Kentucky, the exact site where the U.S. last enriched uranium. And just weeks ago in Tokyo, a $2.4B EXIM financing deal to supply Japanese utilities. Why is this important to Japan? Because 70% of Japan's oil passes through the Strait of Hormuz. Because Japan currently imports all its enriched uranium from Europe. Because Japan has been burned by energy dependency in 1941, the 1970s, and right now. One pellet of enriched uranium contains as much energy as 100 barrels of oil. You can stockpile it for years. The energy density alone makes nuclear the most defensible base load option for an import-dependent economy. I sat down with Scott over sushi in Tokyo to talk about all of this. Enjoy. (00:00) Intro (01:17) The $2.4B EXIM Deal (04:43) Why General Matter Had to Be Started (11:51) The Uranium Supply Chain (15:40) SpaceX and Nuclear: The Parallel (19:54) Japan's Energy Security (25:58) Safety Myths and Next-Gen Reactors (31:10) Enrichment Economics (37:18) The SpaceX Approach to Cheaper Enrichment (46:43) Japan Supply Chain Partnership (56:50) Why Peter Thiel Joined the Board (01:02:10) Founders Fund on Japan (01:09:02) Definite Optimism and the Anduril Playbook (01:13:10) General Matter's Culture (01:15:27) Five-Year Scaling Plan

James Riney🐠Coral Capital

196,808 views • 3 months ago

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 views • 3 months ago

E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

MR SHIFT 🦁

164,280 views • 1 year ago