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Why do must nuclear energy startups fail? "I think it's actually been a mindset problem," says Valar Atomics founder Isaiah Taylor (Isaiah Taylor - making nuclear reactors). "I was totally shocked to find that no nuclear startup had ever built a reactor and turned it on." Catch the fully...

14,533 просмотров • 5 месяцев назад •via X (Twitter)

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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 просмотров • 1 год назад

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

111,810 просмотров • 1 месяц назад