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Valar Atomics Founder Isaiah Taylor - making nuclear reactors says nuclear has a fundamental advantage over natural gas for powering AI data centers because it can scale faster and isn't constrained by pipeline infrastructure. "We believe that nuclear has some fundamental scaling advantages over something like gas. The climate...

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TBPN

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"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."
1:02

"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."

TBPN

26,366 просмотров • 1 год назад

.Isaiah Taylor - making nuclear reactors is building planetary scale nuclear reactors at Valar Atomics. He dropped out of high school at 16, founded Valar at 24, raised $450M, and is building America's first nuclear gigasite. 🇺🇸 His advice for Discipulus Ventures hard tech founders: "Get to the hardware problems as soon as you can. You should be experiencing more hardware problems at a greater and greater pace over time."
0:48

.Isaiah Taylor - making nuclear reactors is building planetary scale nuclear reactors at Valar Atomics. He dropped out of high school at 16, founded Valar at 24, raised $450M, and is building America's first nuclear gigasite. 🇺🇸 His advice for Discipulus Ventures hard tech founders: "Get to the hardware problems as soon as you can. You should be experiencing more hardware problems at a greater and greater pace over time."

Jakob Diepenbrock

21,211 просмотров • 5 месяцев назад

US Secretary of Energy Wright: "The whole idea of small modular [nuclear] reactors is everything in our lifetimes that is built in a factory has become cheaper and faster to build. When you stick-build something on location, those things have become more expensive and slower... the more you can build in quantity in manufacturing facilities, we're very good at driving the cost of those down. To build nuclear systems and nuclear supply chain at scale, that's the road to lower cost." From Relentless pod with Ti Morse.
0:45

US Secretary of Energy Wright: "The whole idea of small modular [nuclear] reactors is everything in our lifetimes that is built in a factory has become cheaper and faster to build. When you stick-build something on location, those things have become more expensive and slower... the more you can build in quantity in manufacturing facilities, we're very good at driving the cost of those down. To build nuclear systems and nuclear supply chain at scale, that's the road to lower cost." From Relentless pod with Ti Morse.

Aalo Atomics

17,668 просмотров • 4 месяцев назад

Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.
0:59

Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.

TBPN

22,132 просмотров • 3 месяцев назад

We asked Isaiah Taylor - making nuclear reactors about the nuclear announcements today. "There hasn't been a Ford or Tesla of nuclear energy yet. "Valor Atomics intends to be that company." "If we're going to win on AI, manufacturing, or supply chain, we're going to do it with a ton of cheap energy."
0:35

We asked Isaiah Taylor - making nuclear reactors about the nuclear announcements today. "There hasn't been a Ford or Tesla of nuclear energy yet. "Valor Atomics intends to be that company." "If we're going to win on AI, manufacturing, or supply chain, we're going to do it with a ton of cheap energy."

TBPN

23,539 просмотров • 1 год назад

Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.
8:40

Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.

Darren of Plymouth

25,253 просмотров • 5 месяцев назад

Valar Atomics CEO Isaiah Taylor - making nuclear reactors says he doesn't need a technical edge to win. "We want this reactor to be as simple as possible. If we could just staple this thing together from Ikea, then this would be a trillion-dollar company much faster." "There are two philosophies that we use in building the reactors. We either try to buy things that are completely off the shelf or we make it ourselves." "We're trying to go 100x faster than the nuclear industry has ever gone before. So if we're plugging too deeply into the existing network, it's not going to work that well. We want to use off-the-shelf things and make things ourselves when we can't buy something off the shelf." "The nuclear industry is full of very smart people. It's full of physics people, PhDs, and people who have spent their life doing complex analysis, and they actually want something that is a little bit complicated. It's an ego thing to design something that is complicated and looks very sophisticated... It's our preference that [our reactors] are so simple that somebody with a nuclear PhD looks at it and says, 'That's like a toy,' and it's great because people make toys in the millions."
2:42

Valar Atomics CEO Isaiah Taylor - making nuclear reactors says he doesn't need a technical edge to win. "We want this reactor to be as simple as possible. If we could just staple this thing together from Ikea, then this would be a trillion-dollar company much faster." "There are two philosophies that we use in building the reactors. We either try to buy things that are completely off the shelf or we make it ourselves." "We're trying to go 100x faster than the nuclear industry has ever gone before. So if we're plugging too deeply into the existing network, it's not going to work that well. We want to use off-the-shelf things and make things ourselves when we can't buy something off the shelf." "The nuclear industry is full of very smart people. It's full of physics people, PhDs, and people who have spent their life doing complex analysis, and they actually want something that is a little bit complicated. It's an ego thing to design something that is complicated and looks very sophisticated... It's our preference that [our reactors] are so simple that somebody with a nuclear PhD looks at it and says, 'That's like a toy,' and it's great because people make toys in the millions."

TBPN

118,823 просмотров • 2 месяцев назад

Marjorie Taylor Greene: Nobody ever talks about the fact that Israel has nuclear weapons, Israel has hundreds of nuclear weapons. Like, who’s really going to mess with Israel at the end of the day? They have nuclear weapons. It’s just like—do you ever see anybody freaking out about Kim Jong-un anymore and North Korea? No. Because he has nuclear weapons. So what a lie it is that we really have to support Israel.
0:28

Marjorie Taylor Greene: Nobody ever talks about the fact that Israel has nuclear weapons, Israel has hundreds of nuclear weapons. Like, who’s really going to mess with Israel at the end of the day? They have nuclear weapons. It’s just like—do you ever see anybody freaking out about Kim Jong-un anymore and North Korea? No. Because he has nuclear weapons. So what a lie it is that we really have to support Israel.

Clash Report

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Matthew forecasts an unprecedented natural gas shortage starting in 2028. He names four winners if he's right: gas producers, midstream, nuclear, and solar. (1) Natural gas producers in the U.S. and Canada should be clear winners, especially those with future inventory of wells to drill without infrastructure constraints. "Expand Energy is probably at the top of that list. They control 70% of remaining core Haynesville wells. The stock has dropped. The assets have not changed. It has some of the highest quality rock in the country." "Choosing the specific companies with real, rather than perceived or merely disclosed, high-return well inventory will matter. Ask to see engineered future wells on a map. Ask for the timelines." He also names $CRK, and $RRC ranks first in Appalachia. "Range has significant room to grow production and materially grow returns to investors." (2) Vital midstream assets should be well-positioned to benefit. "Natural gas infrastructure development has lagged the entire 'powering AI' thesis, the imminent 20 Bcf per day growth in supply, 20 Bcf per day of approved LNG project growth, and more than 5 Bcf per day of natural gas-fueled generation growth. The systems strategically positioned to grow throughput and deliverability will win." He names $KMI, TC Energy ($TRP), and Pembina ($PBA). (3) Large-scale nuclear is the only scalable path to avoiding acute baseload electricity shortages. "There's no bridge fuel other than solar and wind, because currently natural gas is the only flex fuel to get us to when we can bring on nuclear. Large scale nukes are the only solution that makes sense, which points us primarily to the AP1000 Westinghouse units. Westinghouse is deeply undervalued within Cameco today." "SMRs are a band-aid on a bullet wound. A nuclear renaissance is coming." Ha names Cameco ($CCJ) and $BWXT. (4) Solar and batteries are critical to the reliability of the U.S. grid. "Solar assets stand to benefit from a windfall. The marginal plant's fuel price is rising while sun costs the same. Residential solar is really one of the only ways to protect yourself from what you pay for electricity at your house once gas gets really tight. We think residential solar grows exponentially from here, even without tax incentives." "That margin expands. The market has not priced it." He names $XIFR and $CWEN at utility scale and $RUN in residential.
2:53

Matthew forecasts an unprecedented natural gas shortage starting in 2028. He names four winners if he's right: gas producers, midstream, nuclear, and solar. (1) Natural gas producers in the U.S. and Canada should be clear winners, especially those with future inventory of wells to drill without infrastructure constraints. "Expand Energy is probably at the top of that list. They control 70% of remaining core Haynesville wells. The stock has dropped. The assets have not changed. It has some of the highest quality rock in the country." "Choosing the specific companies with real, rather than perceived or merely disclosed, high-return well inventory will matter. Ask to see engineered future wells on a map. Ask for the timelines." He also names $CRK, and $RRC ranks first in Appalachia. "Range has significant room to grow production and materially grow returns to investors." (2) Vital midstream assets should be well-positioned to benefit. "Natural gas infrastructure development has lagged the entire 'powering AI' thesis, the imminent 20 Bcf per day growth in supply, 20 Bcf per day of approved LNG project growth, and more than 5 Bcf per day of natural gas-fueled generation growth. The systems strategically positioned to grow throughput and deliverability will win." He names $KMI, TC Energy ($TRP), and Pembina ($PBA). (3) Large-scale nuclear is the only scalable path to avoiding acute baseload electricity shortages. "There's no bridge fuel other than solar and wind, because currently natural gas is the only flex fuel to get us to when we can bring on nuclear. Large scale nukes are the only solution that makes sense, which points us primarily to the AP1000 Westinghouse units. Westinghouse is deeply undervalued within Cameco today." "SMRs are a band-aid on a bullet wound. A nuclear renaissance is coming." Ha names Cameco ($CCJ) and $BWXT. (4) Solar and batteries are critical to the reliability of the U.S. grid. "Solar assets stand to benefit from a windfall. The marginal plant's fuel price is rising while sun costs the same. Residential solar is really one of the only ways to protect yourself from what you pay for electricity at your house once gas gets really tight. We think residential solar grows exponentially from here, even without tax incentives." "That margin expands. The market has not priced it." He names $XIFR and $CWEN at utility scale and $RUN in residential.

Invest Like the Best

159,427 просмотров • 2 месяцев назад

.Isaiah Taylor - making nuclear reactors on what cheap nuclear energy actually means: "A lot of our food cost comes from the cost of synthetic nitrogen, which is essentially the cost of energy, because we use natural gas in the Haber-Bosch process to make nitrogen for our crops. And we were thinking about manufacturing and we were thinking about chemical production and what are the materials in the world going to look like when we can produce them at a fifth of the cost of today?" — Isaiah Taylor, Founder & CEO of Valar Atomics, on the Madison Malone podcast
1:58

.Isaiah Taylor - making nuclear reactors on what cheap nuclear energy actually means: "A lot of our food cost comes from the cost of synthetic nitrogen, which is essentially the cost of energy, because we use natural gas in the Haber-Bosch process to make nitrogen for our crops. And we were thinking about manufacturing and we were thinking about chemical production and what are the materials in the world going to look like when we can produce them at a fifth of the cost of today?" — Isaiah Taylor, Founder & CEO of Valar Atomics, on the Madison Malone podcast

The Techno Optimist

18,404 просмотров • 1 месяц назад

Gong hit for Isaiah Taylor - making nuclear reactors and the Valar Atomics team for becoming the first nuclear startup to ever make electricity. They did it with their Ward 250 reactor, which powered a Nvidia Spark at their San Rafeal, Utah, site yesterday.
1:02

Gong hit for Isaiah Taylor - making nuclear reactors and the Valar Atomics team for becoming the first nuclear startup to ever make electricity. They did it with their Ward 250 reactor, which powered a Nvidia Spark at their San Rafeal, Utah, site yesterday.

TBPN

42,632 просмотров • 3 месяцев назад

$ABCL AbCellera CEO Carl Hansen describes the phenotype of a company that can reproducibly make drugs and has the potential to scale up and be like the next Regeneron, Pfizer, or Eli Lilly: 1) “It needs to get a hit. A drug that is a blockbuster, or close to it - that wins and that it owns.” 2) “It needs to have the capabilities internally to reproducibly generate those. The capability building is an immensely difficult thing on its own.” 3) “It has to have a whole series of drugs lined up behind that first one that convince people that it’s worth more than just that single asset.” “So we took that phenotype and we looked across all public companies and we said ‘roughly how big is a public company that has that phenotype?’, and we we could quibble about what that number is, but we landed on a market cap of about $20 billion.” … “Okay so a $20 billion biotech company typically, it's a bit of a a rough cut, but typically has: - a lead product that's a winner or going to be a winner - it has a good pipeline behind it - and it has some capability, whether it's expertise in biology or a platform technology or some infrastructure advantage, to reproducibly develop drugs”
4:49

$ABCL AbCellera CEO Carl Hansen describes the phenotype of a company that can reproducibly make drugs and has the potential to scale up and be like the next Regeneron, Pfizer, or Eli Lilly: 1) “It needs to get a hit. A drug that is a blockbuster, or close to it - that wins and that it owns.” 2) “It needs to have the capabilities internally to reproducibly generate those. The capability building is an immensely difficult thing on its own.” 3) “It has to have a whole series of drugs lined up behind that first one that convince people that it’s worth more than just that single asset.” “So we took that phenotype and we looked across all public companies and we said ‘roughly how big is a public company that has that phenotype?’, and we we could quibble about what that number is, but we landed on a market cap of about $20 billion.” … “Okay so a $20 billion biotech company typically, it's a bit of a a rough cut, but typically has: - a lead product that's a winner or going to be a winner - it has a good pipeline behind it - and it has some capability, whether it's expertise in biology or a platform technology or some infrastructure advantage, to reproducibly develop drugs”

Jack Prescott

60,282 просмотров • 2 месяцев назад

.Isaiah Taylor - making nuclear reactors says Valar Atomics ultimately wants to use its own low-cost electricity to make steel, aluminum, and other products. "Our long-term vision is to actually have the cheapest energy on earth and to use it for our own things." "We see a vision of the world where steel is just way cheaper than it is today. Aluminum is way cheaper than it is today. The manipulation of matter is a lot cheaper because you have robotics hooked up to AI that's doing matter manipulation and vision. All these things take energy." "It'll be interesting to see where we decide to play in the stack. I think we want to be in the business of turning on thousands of reactors, but there will be a couple of massive markets that we attach to."
1:30

.Isaiah Taylor - making nuclear reactors says Valar Atomics ultimately wants to use its own low-cost electricity to make steel, aluminum, and other products. "Our long-term vision is to actually have the cheapest energy on earth and to use it for our own things." "We see a vision of the world where steel is just way cheaper than it is today. Aluminum is way cheaper than it is today. The manipulation of matter is a lot cheaper because you have robotics hooked up to AI that's doing matter manipulation and vision. All these things take energy." "It'll be interesting to see where we decide to play in the stack. I think we want to be in the business of turning on thousands of reactors, but there will be a couple of massive markets that we attach to."

TBPN

46,120 просмотров • 2 месяцев назад

Senator Chris Murhpy on Iran's nuclear program: The president has also said over and over again that a goal of the war is to permanently deny Iran the ability to have nuclear weapons. But in our closed-door briefings, we learned that this is not actually a goal of the war plan. It is not a goal of the war to destroy Iran’s nuclear program — which is not surprising, because you cannot destroy Iran’s nuclear program from the air. You cannot destroy knowledge. You cannot hunt down with missiles every Iranian scientist who knows how to build a nuclear reactor. And much of the material is buried so far underground that it is immune to an air campaign. But then why is the president and the Department of Defense telling the American people that the point of the war is to destroy Iran’s nuclear program?
0:44

Senator Chris Murhpy on Iran's nuclear program: The president has also said over and over again that a goal of the war is to permanently deny Iran the ability to have nuclear weapons. But in our closed-door briefings, we learned that this is not actually a goal of the war plan. It is not a goal of the war to destroy Iran’s nuclear program — which is not surprising, because you cannot destroy Iran’s nuclear program from the air. You cannot destroy knowledge. You cannot hunt down with missiles every Iranian scientist who knows how to build a nuclear reactor. And much of the material is buried so far underground that it is immune to an air campaign. But then why is the president and the Department of Defense telling the American people that the point of the war is to destroy Iran’s nuclear program?

Clash Report

31,792 просмотров • 6 месяцев назад

🚨 NOW — SEN. JOHN KENNEDY says it PERFECTLY: "Would you give, if he were still alive, Charles Manson, a nuclear warhead?! Of COURSE you wouldn't. That's why we had to go CAT WOMAN on Iran!" "And it has worked. Iran, both the public and private sector, is being held together with duct tape and SPIT . They have one thing left, the sale of their oil, and the president has cut that off with a blockade." "I predict that we'll have a deal with Iran that is a win for America within the next two weeks." "The American people understand what we're doing in Iran, and they understand that higher gas prices were predictable, and that they'll go down after the conflict is over."
1:15

🚨 NOW — SEN. JOHN KENNEDY says it PERFECTLY: "Would you give, if he were still alive, Charles Manson, a nuclear warhead?! Of COURSE you wouldn't. That's why we had to go CAT WOMAN on Iran!" "And it has worked. Iran, both the public and private sector, is being held together with duct tape and SPIT . They have one thing left, the sale of their oil, and the president has cut that off with a blockade." "I predict that we'll have a deal with Iran that is a win for America within the next two weeks." "The American people understand what we're doing in Iran, and they understand that higher gas prices were predictable, and that they'll go down after the conflict is over."

Eric Daugherty

73,020 просмотров • 5 месяцев назад

The Samsung Galaxy Z Fold 7 has been all over my feeds -- probably because having a big screen whenever you want it is great. And with Android 16 and OneUI 8, there's just a ton of stuff you can do to take advantage of all that extra space.
1:25

The Samsung Galaxy Z Fold 7 has been all over my feeds -- probably because having a big screen whenever you want it is great. And with Android 16 and OneUI 8, there's just a ton of stuff you can do to take advantage of all that extra space.

Dieter Bohn

33,949 просмотров • 1 год назад

I need you to sit down for a moment and fully understand this: THE COUNTRY THAT SOLVES AI AND ROBOTICS WILL RULE THE WORLD AND SPACE. The west really only has Elon Musk, the east has 100s of companies fortified by an ENTIRE COUNTRY. Now some will argue no this is not true. No US company has the scale to MANUFACTURE, the compute power, and the finances to compete. Just a few hours ago we saw IRON for the first time, now you will. IRON, a 5’10, 150-lb AI humanoid robots are already building EV cars on the XPENG Motors factory floor. It has over 60 joints, a human-like spine, facial expressions, and male/female customizations The gait of this robot is the most human-like ever seen. Mass rollout in 2026. It is a very big deal. Because as the west does the best in clubbing each other over its head the last decade, China has looked and laughed and built at scale with a fortified government that has little diversion of goal, a 1000 year plan. The west has quietly plans and layers of lawyers and politicians. This is about where YOU LIVE and how you want to live. So when we kick the one person that is Atlas carrying our chance, in the groin, you make a choice on who’s world view you want. It is that simple. No, it is that simple. It ain’t no iPhone it is: whose’s world view will sustain. I can say no one is ready for what I have seen that is up for the next few years. You will think my bombastics were too tame.
7:10

I need you to sit down for a moment and fully understand this: THE COUNTRY THAT SOLVES AI AND ROBOTICS WILL RULE THE WORLD AND SPACE. The west really only has Elon Musk, the east has 100s of companies fortified by an ENTIRE COUNTRY. Now some will argue no this is not true. No US company has the scale to MANUFACTURE, the compute power, and the finances to compete. Just a few hours ago we saw IRON for the first time, now you will. IRON, a 5’10, 150-lb AI humanoid robots are already building EV cars on the XPENG Motors factory floor. It has over 60 joints, a human-like spine, facial expressions, and male/female customizations The gait of this robot is the most human-like ever seen. Mass rollout in 2026. It is a very big deal. Because as the west does the best in clubbing each other over its head the last decade, China has looked and laughed and built at scale with a fortified government that has little diversion of goal, a 1000 year plan. The west has quietly plans and layers of lawyers and politicians. This is about where YOU LIVE and how you want to live. So when we kick the one person that is Atlas carrying our chance, in the groin, you make a choice on who’s world view you want. It is that simple. No, it is that simple. It ain’t no iPhone it is: whose’s world view will sustain. I can say no one is ready for what I have seen that is up for the next few years. You will think my bombastics were too tame.

Brian Roemmele

446,941 просмотров • 11 месяцев назад