Robinson Meyer

One of the big stories of the past few years in the American energy economy writ large is that Americans and the economy broadly is using more electricity again. That is often talked about as a phenomenon of AI, that it is purely a result of AI. What do you think is driving that rise in electricity demand and how big a deal is it for clean energy?

One of the big stories of the past few years in the American energy economy writ large is that Americans and the economy broadly is using more electricity again. That is often talked about as a phenomenon of AI, that it is purely a result of AI. What do you think is driving that rise in electricity demand and how big a deal is it for clean energy?

So as Americans have used more and more electricity, suddenly electricity prices have gone up. Companies think they're going to go up further. Microsoft and Constellation are reopening the Three Mile Island nuclear plant to meet the demands, in their case, specifically of the AI industry. How is nuclear doing in America right now and how do you see AI playing into it?

So as Americans have used more and more electricity, suddenly electricity prices have gone up. Companies think they're going to go up further. Microsoft and Constellation are reopening the Three Mile Island nuclear plant to meet the demands, in their case, specifically of the AI industry. How is nuclear doing in America right now and how do you see AI playing into it?

Do you see the politics around nuclear changing right now? I think historically, this is something that Democrats have been more skeptical of and Republicans have been an enthusiastic support of. This year, that changed somewhat. You saw a lot of battleground Senate candidates from the Democratic Party supporting nuclear enthusiastically.

Do you see the politics around nuclear changing right now? I think historically, this is something that Democrats have been more skeptical of and Republicans have been an enthusiastic support of. This year, that changed somewhat. You saw a lot of battleground Senate candidates from the Democratic Party supporting nuclear enthusiastically.

And it's actually from folks like RFK Jr., who are now the bigger skeptics of nuclear issues. Do you see there being a broad shift in how people are thinking about the politics of nuclear energy on the grid in the United States?

And it's actually from folks like RFK Jr., who are now the bigger skeptics of nuclear issues. Do you see there being a broad shift in how people are thinking about the politics of nuclear energy on the grid in the United States?

Trump is going to take office next year, and he's indicated, and Project 2025 indicates they want to undo a lot of Biden's policies around decarbonization and clean energy. What do you think is going to happen to LPO and to this current set of projects?

Trump is going to take office next year, and he's indicated, and Project 2025 indicates they want to undo a lot of Biden's policies around decarbonization and clean energy. What do you think is going to happen to LPO and to this current set of projects?

Is that what you hear from the entrepreneurs and business leaders that you talk to? How are they feeling about the Trump administration?

Is that what you hear from the entrepreneurs and business leaders that you talk to? How are they feeling about the Trump administration?

There's another scenario in the future Trump administration, which is that Vivek Ramaswamy, the seeming co-lead for the incoming Department of Government Efficiency, to the degree that such department will actually exist, has been really critical of LPO and has said that some of the money going out the door should be clawed back. Can they do that? And what do you make of that?

There's another scenario in the future Trump administration, which is that Vivek Ramaswamy, the seeming co-lead for the incoming Department of Government Efficiency, to the degree that such department will actually exist, has been really critical of LPO and has said that some of the money going out the door should be clawed back. Can they do that? And what do you make of that?

I guess I agree with the Americans love bragging about this, but I'm not sure that their love of doing big things comes through the political system. For instance, Biden has tried to do a lot of big things and Biden's party just lost the presidential election. And you really think that the presidential election was all about energy?

I guess I agree with the Americans love bragging about this, but I'm not sure that their love of doing big things comes through the political system. For instance, Biden has tried to do a lot of big things and Biden's party just lost the presidential election. And you really think that the presidential election was all about energy?

I don't think it was all about energy, but I don't think it was about this stuff at all. I think Biden made a pitch to voters that he was going to bring back a certain type of American dynamism. We saw a lot of that in the economy, and then it wound up not mattering.

I don't think it was all about energy, but I don't think it was about this stuff at all. I think Biden made a pitch to voters that he was going to bring back a certain type of American dynamism. We saw a lot of that in the economy, and then it wound up not mattering.

It seems to me these trade-offs are pretty important, and it also seems to me that the way that political parties are set up right now, the set of incentives that they're acting under, are we really set up as a country to be able to do the big things that we want, and are we going to be able to get there?

It seems to me these trade-offs are pretty important, and it also seems to me that the way that political parties are set up right now, the set of incentives that they're acting under, are we really set up as a country to be able to do the big things that we want, and are we going to be able to get there?