Scott Nolan

In fact, if you can get nuclear cheap enough and now we're actually producing electricity and using that for some purpose and we have a bunch of thermal leftover, could we use that thermal energy to do things like desalination?

And so do you actually go from something where you might think, okay, nuclear reactors, we're going to use up a lot of water.

And maybe the old designs did use water, but the new ones don't.

Could you actually go from water consumptive to actually water creating?

I think we're going to see a lot of cool things.

I think a lot of it's going to be driven by energy.

I think the next decade is going to be all about energy.

Even Sam Altman from OpenAI had some recent hearing or talk where he talked about

just the evolution of ai and so you've got algorithms algorithms run on chips but ultimately the chips need electricity and what he said if uh thinking back to this interview the algorithms are going to get better and better and better and cheaper and the chips will get cheaper and cheaper but at the end of the day you have to get the electrons and the electrons have a fundamental price and ultimately it's going to come down to that so i think even the ai

the AI competition between different companies in the US, between different countries, it's ultimately going to come back to the electricity production.

So I think, yeah, next decade's gonna be all about power production, AI, military.

If you think you need kinetics and military, that comes back to manufacturing.

If you think economics, okay, we have to have the biggest economy so that we can just have the most productive capacity, energy.

So I think next decade's gonna be all about energy.

And we've stayed flat for a decade.

For 15 years, we haven't done anything, more like 20 years.

Our grid's been pretty stagnant.

And if we want US leadership, it's going to have to grow.

So I think that's going to be the story we see.

And it's going to be about solving different supply chain needs, whether it's fuel, maybe it's transformers, maybe it's transmission.