I’m always shocked at the relatively low view counts on these videos. The content quality is top notch. Anyone working in business, tech, or govt policy should be watching.
This Podcast is everything I thought All-In was going to be, Glad I found this Podcast. Its factual, informative and they dial down that political/partisan cheerleading. Just pure information and they try no to construct narratives. They objectively look at topics and offer solutions to current predicaments. I'm always waiting for an Episode to drop.
@@sucim You may be right, I hope they resist the urge. They clearly don't need the money, but as you said, Power can be intoxicating and irresistible. I really like them, and don't get me wrong, I like All-In, I just don't think political commentary is what they are good at.
This is really great to see. My first job after finishing engineering was in the nuclear engineering trainee program at Ontario Power Generation. It’s an incredible technology that deserves a renaissance. Energy will always be a mix and nuclear, both legacy and modern designs deserve more public support.
What a nice surprise to have the pod dropping on a Sunday. I thought you guys were going to skip this week. Also, appreciate you shedding more light on the massive opportunity we have with safe and modern nuclear energy.
Also, one minor point: Bill mentioned Czechoslovakia a few times, but the country no longer exists. It was split into two separate countries in 1993: Czechia and Slovakia.
The CIA is behind all of these country splits. The goal is to make the country economically smaller and dependent on foreign supply. Supply being commodities, money, and decision making. Yugoslavia (turned into 7), Sudan (now 2). The USA (CIA) is hell bent on the doing this to Russia.
Man, this brings back memories! Well done on getting in there. Former NRC licensed reactor operator, then onto fossil fuel plants and electric and gas system operator in upstate New York. Thanks for the trip down memory lane. Love the pod!
My first real job (summer) in college in 1978 was tying rebar to the cooling tower shell at Clinton IL 180 feet in the air while standing on a 12 in plank. Great summer work and it’s still producing.
I started my electrical engineering journey in power generation. This topic is very familiar for me and you guys did the subject matter great service. The pro’s outweighs the con’s. Unfortunately we have been lead down a narrative for decades and we must change narratives. If we are ok for our sons and daughters serving on nuclear subs, carriers and other vessels, we should be ok at with nuclear in civilian use cases. I live 30 miles away from the second largest nuclear facility in the USA now (Phoenix), and I’m totally fine with that. Rather that than near a coal fired station of equal capacity.
One thing that often gets overlooked with talk about energy - not only is there incredible forcasted demand coming from AI datacenters, compound that with electric cars (previous hot reason to build more electricity production) but it's the foundation of the cost of almost everything. Cheap electricity birthed Las Vegas, and is necessary for competitively priced steel and aluminum which would be critical to lets say getting a competitive shipbuilding industry, or anything with manufacturing. Electricity is upstream of everything. Abundant energy feeds into the productivity of the entire economy.
The idea of leveraging US Navy SMR tech is fascinating. We (the people) have already invested in training a workforce to operate these reactors with an exceptional track record of safety and reliability. Would be a natural transition for service members into a high-value component of the civilian workforce.
My uncle used to work at a nuclear plant in S. Korea. He is a no BS guy and just got the job done. lol Everyone else did too, that's probably why the cost is lower. No DEI either.
A book I recommend is called “Power to Save the World, the truth about nuclear energy” by Gwyneth Cravens. It goes through a systematic assessment of both technical and political issues surrounding nuclear. Per the title it is biased “pro nuclear” but it’s a great factual, technical approach
You guys need to see about heading up to Canada to check out Bruce power. They have 8 reactors on one site there and are looking at adding more which would bring total output to 11 GW.
Seems like Palantir could contribute a great deal to the Nuclear Industry, connecting companies and supply chains with a common platform/OS, like they did with Skywise for the Airline community around Airbus.
We need WATER more than AI. The original design for Diablo Canyon had one reactor to create fresh water for all of LA's needs. Even if people want to play golf or take 8 minute showers or wash their car. Why do we already love our AI friends more than our Human friends?
A decade following 1977, in which the US added half its current N-fueled generating capacity, averaged out to 5 Gw annual rate of growth. Capacity in Nuclear has flat-lined for the last 35 years. How much scale should we expect? A Gig a year of added N-fueled capacity would be an enormous scale-change for an industry that has seen zero growth since 1988. Compare that capacity for scale to what's currently happening with renewable, where a single company, in just the 2nd quarter, added 10Gw of backup capacity to solve renewable's Duck Curve issue. Renewable Energy already is at scale, it's growing, and its cost curve is under control.
Not against nuclear but please include two factors in the cost calculation when comparing eg with solar. A) Price for a full insurance of an accident B) 30.000 years (including wage inflation) of high security for that football field of waste that could be weaponized. Wouldn‘t be intellectually honest to ignore or externalize the cost to the state or future generations.
Fantastic pod. A note that data center locations are based on failure domains and disaster recovery considerations, daisy chaining them next to power stations, especially a nuclear one (next to a tsunami exposed ocean) wouldn't be a great idea. The SNR/ Navy size option is a no brainier IMO. If the US could remove litigation and nonsense shout louder naysayers, then you're on to something
It would be incredible to see a large venture capital/ PE firm make a big investment in one of the American nuclear power plants through a tax equity or a tax credit deal. It would completely flip the future of nuclear in the USA, its the kind of future facing bet we want our capital allocators to take.
Question: If the US put more nuclear plants online to help with energy production. How hard would these facilities be to safeguard from people who would look to hurt large populations in the US? You could imagine if someone flew a plane into a facility like this, the ensuing pollution would make a large surrounding area un-livable.
If I could offer a small criticism for a great podcast: Elon's opinion gets brought up too much on issues that are only tangentially related to him. Not a big deal. Love the pod.
@@michaelholmes8848 A bit hyperbolic no? Tesla isn't even the largest manufacturer of EVs last time I checked. It would be just as weird if we continually asked the CEO of BYD or VW about their opinions on nuclear.
@@Dev-hj8wk without Elon there would be no electric vehicle market. And I highly doubt BYD are overly concerned about the environment and clearly the cheating on emissions VW aren’t. Elon cares deeply about it and is highly knowledgeable
Great content. One remark though - maybe you should find someone else than Elon to refer to when you talking about smart people in general? You mentioned him 5-6 times in this episode and it makes people doubt your judgement. Sure, Elon might be considered a genius in some areas while he comes across a complete rambling lunatic in other areas, antagonizing potential customers of Tesla and driving people away from Twitter by stirring up a toxic slurry.
"10 years to build starting in 1970 went on line in 1985...* So *15 years* not 10? . Cost $16 Bn ... At 1970-85 prices..... So double that now? For 2 GW? ..... Compare that to the Dogger bank Wind project in the UK. . 3.6 GW, in a fraction of the time for a fraction of the cost. . (There's a direct comparison with a nuclear project built in parallel, Hinckley C) . Once the factory to built the wind turbines is built, it's a rapid process.
Diablo Canyon will eventually be shut down anyway, which is no later than 2044 for unit 1 and 2045 for unit 2. Therefore, the state should use this 20-year time gap to rapidly expand renewable energy facilities and storage.
![Can We Trust Nuclear Power Again After Chernobyl? [4K]](http://i.ytimg.com/vi/J03aUZR2eBY/mqdefault.jpg)
I’m always shocked at the relatively low view counts on these videos. The content quality is top notch.
Anyone working in business, tech, or govt policy should be watching.
Haven't reached escape velocity YET, just wait. All In Podcast aprox. equal quality
@@Mrbfgray not really, this is at least 10x better. AIP has become too much banter from my POV.
This Podcast is everything I thought All-In was going to be, Glad I found this Podcast. Its factual, informative and they dial down that political/partisan cheerleading. Just pure information and they try no to construct narratives. They objectively look at topics and offer solutions to current predicaments.
I'm always waiting for an Episode to drop.
That’s because it is still small. Even they will not withstand the urge to convert reach into power
@@sucim You may be right, I hope they resist the urge. They clearly don't need the money, but as you said, Power can be intoxicating and irresistible. I really like them, and don't get me wrong, I like All-In, I just don't think political commentary is what they are good at.
This is really great to see. My first job after finishing engineering was in the nuclear engineering trainee program at Ontario Power Generation. It’s an incredible technology that deserves a renaissance. Energy will always be a mix and nuclear, both legacy and modern designs deserve more public support.
What a nice surprise to have the pod dropping on a Sunday. I thought you guys were going to skip this week. Also, appreciate you shedding more light on the massive opportunity we have with safe and modern nuclear energy.
I was definitely not expecting to get another gem dropping on a Sunday night. What a great way to start the week!
Why is every episode getting better than the previous? Keep it up 👏🏼
Did you expect them to get worse?
@@michaelholmes8848 Do you know sarcasm?
@@nunogomes9571 🙄
@@nunogomes9571 so it’s not getting better?
Excellent and enlightening discussion as always! Kudos to Bill for your beautiful mind and decency as a human being!
Always good to have a B2B drop.
Also, one minor point: Bill mentioned Czechoslovakia a few times, but the country no longer exists. It was split into two separate countries in 1993: Czechia and Slovakia.
Hehe, you know, that stuff over there.
Yes and both are seeking South Korea technology btw
The CIA is behind all of these country splits. The goal is to make the country economically smaller and dependent on foreign supply. Supply being commodities, money, and decision making. Yugoslavia (turned into 7), Sudan (now 2). The USA (CIA) is hell bent on the doing this to Russia.
Man, this brings back memories! Well done on getting in there. Former NRC licensed reactor operator, then onto fossil fuel plants and electric and gas system operator in upstate New York. Thanks for the trip down memory lane. Love the pod!
My first real job (summer) in college in 1978 was tying rebar to the cooling tower shell at Clinton IL 180 feet in the air while standing on a 12 in plank. Great summer work and it’s still producing.
Incredible pod, too much value, thanks guys!
The forbidden topic, greetings from Germany.
Fantastic episode!
Give it a bit of a time. Once the mainstream finds this podcast, it will catch quite the traction it deserves.
Again superb pod with deep research and getting into details.
this pod is just so damn good it's unreal
Holy the goats got us in a reactor boys!!!
Great deep dive guys can tell bill has a new passion FANTASTIC
Awesome podcast and location you guys are in!
BG2 great episode. Really interesting information about the current situation of nuclear power in the USA and worldwide.
I started my electrical engineering journey in power generation. This topic is very familiar for me and you guys did the subject matter great service. The pro’s outweighs the con’s. Unfortunately we have been lead down a narrative for decades and we must change narratives. If we are ok for our sons and daughters serving on nuclear subs, carriers and other vessels, we should be ok at with nuclear in civilian use cases. I live 30 miles away from the second largest nuclear facility in the USA now (Phoenix), and I’m totally fine with that. Rather that than near a coal fired station of equal capacity.
Excellent video, thanks guys
Czechoslovakia is two countries since 93. Great episode!
Thank you guys so much for keeping this going. Love the pod!
We just gotta build more
One thing that often gets overlooked with talk about energy - not only is there incredible forcasted demand coming from AI datacenters, compound that with electric cars (previous hot reason to build more electricity production) but it's the foundation of the cost of almost everything. Cheap electricity birthed Las Vegas, and is necessary for competitively priced steel and aluminum which would be critical to lets say getting a competitive shipbuilding industry, or anything with manufacturing.
Electricity is upstream of everything. Abundant energy feeds into the productivity of the entire economy.
100%
Imagine what would be built/discovered if we went all the way to the extreme and energy was free.
exceptional video. super cool to see a deep dive into a new topic done by pro's like this.
She’s such a badass. If you still think we should decommission nuclear energy after watching that; you’re a hack.
Thanks for making this.
Go Nuclear!
Go EXISTING Nuclear.
Otherwise it's too much, too long and not clean to build.
.
Unless someone cracks fusion (That'll be China?)
The idea of leveraging US Navy SMR tech is fascinating. We (the people) have already invested in training a workforce to operate these reactors with an exceptional track record of safety and reliability. Would be a natural transition for service members into a high-value component of the civilian workforce.
This and this and this and this. Full Support.
Great episode this week! Keep it up guys!
Outstanding...thx you
dude, at first I thought it's an artificial zoom background, cool stuff, keep it up guys!
My uncle used to work at a nuclear plant in S. Korea. He is a no BS guy and just got the job done. lol
Everyone else did too, that's probably why the cost is lower. No DEI either.
Lol nice change of location 😉
Incredible location! You guys are superb 🤣
1:03 I didn't realize that they were the modern day David & Goliath 😂😂
How does these plants compare to Oklo, the Nuclear company of Sam Altman
More like this please
I love nuclear.
Especially the nuclear big nuclear engine ... our sun.
Best episode yet.
had to make sure that clock in the back wasn't counting down... 😅 great show fellas
The UK is looking at building a series of SMR's (small modular reactors), most likely through Rolls Royce. RR stock is one to watch.
Love this pod!!!! Keep nuclear in the discussion
very very interesting.. i also worked for a power company and have been inside rooms like this many times.
A book I recommend is called “Power to Save the World, the truth about nuclear energy” by Gwyneth Cravens. It goes through a systematic assessment of both technical and political issues surrounding nuclear. Per the title it is biased “pro nuclear” but it’s a great factual, technical approach
You guys need to see about heading up to Canada to check out Bruce power. They have 8 reactors on one site there and are looking at adding more which would bring total output to 11 GW.
Seems like Palantir could contribute a great deal to the Nuclear Industry, connecting companies and supply chains with a common platform/OS, like they did with Skywise for the Airline community around Airbus.
More nuclear power please. The Green Mob Cartel almost killed this thing.
I love podcasts…
Awesome pod
We desperately need more nuclear power.
Maybe would be best to not put them on top of major fault lines and on the coast where a tsunami could hit it.
Great episode! Please could you do one inside an AI data centre next ?!
Great -thank you
For those of you who think that there's nobody home in the DCPP control room, BG2 are doing their podcast from the plant's simulator.
But how could the forget to bring a can of Pepsi? (ancient SNL reference) ;-)
thanks
We need WATER more than AI. The original design for Diablo Canyon had one reactor to create fresh water for all of LA's needs. Even if people want to play golf or take 8 minute showers or wash their car. Why do we already love our AI friends more than our Human friends?
Silly man.. people invest in AI, not in water 💦💦💦 /s
A decade following 1977, in which the US added half its current N-fueled generating capacity, averaged out to 5 Gw annual rate of growth. Capacity in Nuclear has flat-lined for the last 35 years. How much scale should we expect? A Gig a year of added N-fueled capacity would be an enormous scale-change for an industry that has seen zero growth since 1988. Compare that capacity for scale to what's currently happening with renewable, where a single company, in just the 2nd quarter, added 10Gw of backup capacity to solve renewable's Duck Curve issue. Renewable Energy already is at scale, it's growing, and its cost curve is under control.
4:17 so much safety while still running DOS and Windows 7 😂
Part of safety is known risks ... DOS and Win7 are known. Windows blah blah today gives you crowdstirke to step in and kill your business.
#JustSaying
Not against nuclear but please include two factors in the cost calculation when comparing eg with solar. A) Price for a full insurance of an accident B) 30.000 years (including wage inflation) of high security for that football field of waste that could be weaponized. Wouldn‘t be intellectually honest to ignore or externalize the cost to the state or future generations.
The biggest surprise of the episode was seeing the height difference between these two incredibly smart men 😂
Fantastic pod. A note that data center locations are based on failure domains and disaster recovery considerations, daisy chaining them next to power stations, especially a nuclear one (next to a tsunami exposed ocean) wouldn't be a great idea.
The SNR/ Navy size option is a no brainier IMO.
If the US could remove litigation and nonsense shout louder naysayers, then you're on to something
Fun fact: Czechoslovakia doesn't exist anymore.
It would be incredible to see a large venture capital/ PE firm make a big investment in one of the American nuclear power plants through a tax equity or a tax credit deal. It would completely flip the future of nuclear in the USA, its the kind of future facing bet we want our capital allocators to take.
Takeaway: If we all work together collaboratively, everyone would benefit.
Czechoslovakia? Bill Gurley needs to review Europe geography :)
i dont think its an easy on and off switch, why go nuclear when there is gas and oil readily available?
Is proliferation no longer a concern?
This is like All-in but not pretentious VCs. These 2 mofos are savages. Super smart. Veterans.
I helped build one of the replacement heads a decade ago 😅
So… uh what are the public companies we should be eyeing 🙃
You guys nuked it this week!
Why does Brad have to rephrase or restate everything Bill says? How Bill describes an issue is pretty intuitive the first time.
Almost brings tears to my eyes that we (Germany) destroyed perfectly fine nuclear power plants. What a huge, unnecessary destruction of value.
Question: If the US put more nuclear plants online to help with energy production. How hard would these facilities be to safeguard from people who would look to hurt large populations in the US?
You could imagine if someone flew a plane into a facility like this, the ensuing pollution would make a large surrounding area un-livable.
They design them to be able to take an impact from a plane.
Never knew he was that tall...
Wise
Why does the background look fake? Am i living in a simulation?
It’s a simulation
If I could offer a small criticism for a great podcast: Elon's opinion gets brought up too much on issues that are only tangentially related to him. Not a big deal. Love the pod.
How is sustainable energy not related to Elon? Elon is almost single handedly transitioning the world to sustainable energy.
@@michaelholmes8848 A bit hyperbolic no? Tesla isn't even the largest manufacturer of EVs last time I checked. It would be just as weird if we continually asked the CEO of BYD or VW about their opinions on nuclear.
@@Dev-hj8wk without Elon there would be no electric vehicle market.
And I highly doubt BYD are overly concerned about the environment and clearly the cheating on emissions VW aren’t. Elon cares deeply about it and is highly knowledgeable
@@michaelholmes8848 That's great. I just don't get why he's an authority on nuclear energy plants. He was brought up so many times.
@@Dev-hj8wk because he’s literally one of the smartest, if not the smartest person on the planet, my guess he knows what he’s talking about.
Diablo Power? You might think about rebranding and starting someplace that doesn’t shake so much…
WTF how tall is Brad Gerstner?????
My god how tall is Bill
This is like All-in but not idiots
its probably gonna cost wat less for elon to build one
On the coast, why not inland. Maybe somewhere without earthquakes. Do you really need prime California coastline for that.
maybe but San Andreas fault does go inland
Sounds like hyperscalers + U.S. gov should hit up S. Korea.
Had no idea dude was so tall.
In an earthquake zone?
Would they let me go in there, and perhaps flip some switches and turn some dials?
Great content. One remark though - maybe you should find someone else than Elon to refer to when you talking about smart people in general? You mentioned him 5-6 times in this episode and it makes people doubt your judgement. Sure, Elon might be considered a genius in some areas while he comes across a complete rambling lunatic in other areas, antagonizing potential customers of Tesla and driving people away from Twitter by stirring up a toxic slurry.
"10 years to build starting in 1970 went on line in 1985...*
So *15 years* not 10?
.
Cost $16 Bn ... At 1970-85 prices.....
So double that now?
For 2 GW?
.....
Compare that to the Dogger bank Wind project in the UK.
.
3.6 GW, in a fraction of the time for a fraction of the cost.
.
(There's a direct comparison with a nuclear project built in parallel, Hinckley C)
.
Once the factory to built the wind turbines is built, it's a rapid process.
Brad stop saying RIGHT at the end of every sentence.
This better mark the bottom cus we have been crushed as investors lol
"Czechoslovakia"
Musk
Wow. These narcissists didn’t put Maureen’s name in the title… Just their own
She's wearing a radiation monitor
Diablo Canyon will eventually be shut down anyway, which is no later than 2044 for unit 1 and 2045 for unit 2. Therefore, the state should use this 20-year time gap to rapidly expand renewable energy facilities and storage.
Sponsored advertorial ???