Isaiah Taylor

And what that means is we're essentially using hydrocarbons as a distribution mechanism for very cheap nuclear power.

So if you have a bunch of nuclear reactors all on a campus, again, we call this a gigasite, you're producing huge amounts of power and we can certainly push electrons in a wire and produce electricity

but we can distribute all of that valuable energy in another way, which is to build hydrocarbons and then ship the hydrocarbon.

Right, so this is like us producing energy, forming it into a hydrocarbon and then shipping that energy in the form of a hydrocarbon.

And I do believe that as nuclear becomes cheaper and cheaper, that the price of that hydrocarbon is going to become significantly cheaper than oil.

It'll become cheaper than drilling oil and refining it and distributing it.

a small modular nuclear reactor in something like like a naval vessel yeah or or a car and and get rid of all this yeah so i think the short answer is like evs are going to continue to be a massive thing i have a tesla model 3. i love it it's amazing i never have to fill it up i also have a gas car as well and that's useful for for other use cases i think the answer is we're going to do a lot more of both we'll have a lot more battery powered things and we'll have a lot more hydrocarbons

And the reason is there's something very irreplaceable about a hydrocarbon.

And those things are energy density, right?

So energy density, meaning how much energy do you get per weight and per volume?

So if you have a container, right?

You have like a box that you're putting your either a battery in or you're putting a fuel tank in.

um hydrocarbons are about 40 times better than batteries right so you in the same amount of space you can carry 40 times sorry the same amount of weight 40 times the energy that's pretty irreplaceable for things like aircraft for example right a an f-35 lightning is never going to be powered by lithium-ion it's just not right you have to get the power density of a hydrocarbon to run that thing

There's a class of ships, right, which will always need something with the energy density of a hydrocarbon.

You just can't fit all those batteries, and they're going to be too heavy to run a long-range ship.

Short-range ships, for sure.

Smaller ships, for sure.

And then, absolutely, there will be some nuclear vessels as well.

But there's just this really broad set of use cases where you need energy density, and hydrocarbons just have such incredible irreplaceable energy density.

The other thing is there... And nuclear wouldn't fill that.