Scott Nolan

And so AI data centers, hyperscalers, they want really, really high uptime.

And so I think that uptime is going to look like maybe it could be a combo of wind and solar in some places, which are supplemented by natural gas, which could kick in when the wind's not blowing or the sun's not shining, and then nuclear.

But nuclear is the ideal answer for them because it's safe, it's potentially really low cost, and it's no carbon emission.

Yeah, I think it'll be good.

I think it's going to be exciting.

I think on the AI side, to me, feels the hardest to predict because it's such an exponential curve.

But automotive, I think electric vehicles are getting better and better.

I have a Tesla.

I like it.

I have also a regular internal combustion car.

I like that too.

So I think we're going to see more electric cars.

They'll get cheaper.

They'll be more competitive.

Power, I think power is going to be the big story.

I think as we want to grow the economy, as we want to do AI, as EVs come online and gain market share, I think it's all going to be about energy production.

And I think that's ultimately going to come back to nuclear.

It's going to be a big part of the growth.

And then that's going to come back to the fuel.

Luckily, it's still there.