Scott Nolan

approvals or preparing to build them and then shipping them to the site.

So all in, you know, that's three, four years before you're seeing it behind the meter.

So it's actually, it's not that these companies are not allowed to do that.

It's that we're just at a point right now where we're still a couple of years out from seeing those shipments of reactors.

Yeah, something like that.

I Think that's a long way out.

I think at some really tiny scale you start to lose scale efficiencies So now you have to build something so small that You know you have all the systems you're trying to build a really compact you're trying to make it safe and

I think you're going to get so little power out of that for the average home.

You know, average home consumption is so small that that probably doesn't make sense.

Just like, you know, at any of our homes, we don't have like a natural gas mini turbine that's making our electricity.

We just get it from the grid.

So I think the grid still has a major role to play, and it's going to help us unlock the bigger formats that are going to be more cost effective.

Rooftop solar is maybe the one exception.

It's like you already have a roof.

Just put some solars on it.

You don't have much civil cost of building the structure that's going to hold it.

But in general, people don't produce their own power because it's just so much more efficient to do it in some sort of centralized manner.

Yeah, their demand is projected to be the same as the grid capacity today.

Good news is I think a lot of that stuff is not really going to hit the grid.

So if they're finding an isolated site to put their data center and they're going to put reactors there and maybe they're going to put natural gas there,