Kim Forrest

Look, we get it.

You're a discerning sort of person.

You're a Bloomberg listener after all.

Yeah, the thing to keep in mind about nuclear is that everything moves really slowly.

You know, I mean, any of these power plants are major construction projects.

So already that's a slow thing.

And then it's nuclear.

So you know that they are going to take their time because it has to be safe.

So it's a very slow moving industry.

There's huge demand for it now.

There's, as you know, just amazing demand for electricity now.

Yeah, so there's a push to reopen some of the nuclear plants that closed earlier this century.

You know, I was tracking them for years.

And more than a dozen reactors closed in the decade through about 2022.

Well, for a lot of reasons.

Living in a virtual world, as most of Silicon Valley does, it's really hard whenever they have to, you know, go out into the real world and do physical things.

And that's what we're talking about with data centers.

We need power.

We need really kind of exotic...

They're kind of boring buildings, but they need to be very uniform and there's only certain kind of people that can build them.