Isaiah Taylor

So nuclear today makes about 6% of world energy, right?

So the electricity, about 6% of the global electric grid comes from nuclear reactors, which is really small, way too small.

And the fact that that's true and that you can look at all the most recent nuclear projects and they're overschedule and over budget and like not worth it.

made me think for a while, like, OK, maybe I missed something.

Maybe nuclear is not as good as I thought.

And so when I was when I was 14 or 15, I kind of went through this like journey in this process of like, all right, well, I'm going to back all the way up and try to think about like, what is the best form of energy?

What is going to be cheapest over the next hundred years?

Because I recognize that energy is going to matter over the next 100 years way more than it's ever mattered in the past.

As an economy, we are trending toward advanced manufacturing and AI.

And what does that mean?

Well, essentially, it means that what we think of as producing things today is a mix of inputs from labor to raw materials to a little bit of energy.

but advanced manufacturing and robotics and ai basically turn everything into an energy function so like you've got a you know we've got a cool water bottle right here with the sean ryan show branding on it today like if you're gonna purchase this bottle um there's a a mix of like costs that go into this and some of them are labor costs and some of them are raw material costs and there's a bit of energy cost in that but if the factory is completely automated then there's no labor cost

And if the materials are also automated, right?

Like there's autonomous mining equipment that gets the aluminum, right?

And then it's run through an electrolyzer to get, you know, to electrolyze the bauxite.

And then it's run through an automated factory.

Well, what's the cost?

It's just energy, right?

So like eventually this thing is just gonna cost energy.

And so I realized like that's where we're heading.