Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Scott Nolan

๐Ÿ‘ค Speaker
1357 total appearances

Appearances Over Time

Podcast Appearances

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

And if the demand curve for electricity, whether it's AI data centers or people's homes starts really outpacing supply, that's when prices go up.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

If you can outrun demand with supply, prices go down.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

And so demand is going to be what it is.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

People are going to get EVs.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

People are going to want to use AI tools.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

Those tools require data centers.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

That's going to happen.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

That demand is going to be there.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

It's up to us how quickly do we bring on supply.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

So I think it's that balance between supply and demand that's going to really drive where prices go and what people experience.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

I know you had him on recently.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

I listened to part of the podcast.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

It was really interesting.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

Yeah, there's a few startups working on this right now, actually.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

So there's a few startups that are saying, you know, space launch is going to get extremely cheap with Starship.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

And so we're planning on launch costs getting so cheap that you could deploy a huge solar array in space and beam it down, whether it's laser or microwave or even trying to just put mirrors up there and reflect sunlight.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

So there's a few companies doing that.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

I think there's

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

You know, we need to see the launch costs come down by a lot with Starship succeeding and really scaling.

The Shawn Ryan Show
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment

And early years of Starship are going to be dedicated to Starlink launches, I would imagine, just to get the rest of that consolation up.