Daleep Singh
speaker
371 appearances
3 recordings
1 series
first heard Jun 2026
last heard 11 Aug
Daleep Singh’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
Okay, I wanna I wanna switch gears to geopolitics.
I come from the White House National Security Council, and one observation that any of us could make is that solar, batteries, EVs, they were all invented in the US and scaled up in China.
Why does the fusion story end differently?
You're a plasma physicist, I'm a plasma physicist.
I'm a plasma physicist by background.
What do we have here?
We have regulatory guidance.
We talked about that.
There's the Department of Energy milestone program, which I know you were an awardee of that program, but it's in the tens of millions of dollars, not the billions.
Uh, but there are no like chip style investment grants, there are no purchase agreements from the government, there's not a fast track for permitting.
I mean, what if you had a wish list of actions the US government could take on a
industrial policy for fusion, what's missing?
So one of the one of the big themes in markets this year, and I expect it will be for many years to come, is the weaponization of choke points.
You know, we're seeing that right now with the Strait of Hormuz, we've seen it in rare earths, leading edge AI chips.
As you think about your supply chain, are there particular inputs that you think are vulnerable to that type of geopolitical coercion and how are you managing that risk?
Like it's like way smaller.
We're not very good at building ships anymore in the US.
I hope we're better at building fusion plants.
Bob, it's uh it's fascinating and inspiring to see what you're doing here.
I just want to close on this question.
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