Isaiah Taylor

I think that our energy technology is better than helium-3.

But it's a good example of China is outbuilding us.

They're outbuilding us in the physical world.

And we're sleepy.

Frankly, the American technology industry has become sleepy.

in pretty much everything except software, right?

In software, we still have an edge and we've led in AI in many cases, and we've certainly led in software products, but now we're starting to bump up against physical limits in software, right?

Because we need data centers and we don't have them.

We need powerful data centers and we don't have it.

So even where we have been excelling, which is software, we're starting to hit the limits of the fact that we just haven't been building enough.

So in every area, we have to fix this with the way that Americans do things, which is private companies motivated by profit, solving a huge problem.

And the way that we do that is through decentralization, through deregulation, through allowing Americans to go build.

No, that's exactly right.

Yeah, no, I think it's going to be piloted in data centers.

It already is being piloted in some data centers.

And that's where I think the natural evolution here is that you're going to have these what I call industrial power campuses.

At Valor, we call these gigasites.

A gigasite is essentially a place where we build many nuclear reactors.

We power data centers.

We power aluminum electrolysis.