Scott Nolan

If you think all the way back to the 50s, 60s, everyone thought nuclear was going to be the future of energy.

At one point, they said, energy will be too cheap to meter, so cheap that it won't even be worth having the power meter on your house.

That was the idea.

Um, obviously that hasn't happened today.

Nuclear is about 20% of the grid.

So still a pretty important chunk of where electricity comes from, but it hasn't really grown in a long time.

I think in the last couple of years, we're seeing both political parties now come together to say, okay, we need more baseload energy.

And everyone's now acknowledging that nuclear is clean.

It's it is green energy.

It's no particulate emissions, no carbon emissions.

It's baseload, so you can rely on it.

So if you're running a huge AI cluster, you can actually keep the 99.99% uptime that you need.

You don't have to rely on storage.

You don't have to rely on weather.

So I think it's just the strictly superior energy source.

I think that's been the reality for a long time, but public perception was not, you know, that's not the case.

We can get into why that is.

Yeah, why is that?

So I think you had this environment where

Yeah, if you look at the grid, our production has been pretty flat since 2010.