Turner Caldwell
speaker
1,178 appearances
3 recordings
1 series
first heard Jul 2025
last heard 5 Aug
Turner Caldwell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
And if you are kind of four times longer or five times longer every time you build a refinery.
And so we're trying to bring down the time that it takes to bring the refinery to spec basically throughput and hitting the kind of like output requirements of the product that you're making.
And then ultimately you start this like historically very long process
haul of gradually bringing down the cost over time.
And that's something that we think that reinforcement learning is going to do quickly, much, much faster, kind of like in line with what Google demonstrated with the thermal systems and data centers is, you know, achieve global optimal operating conditions, you know, on an order of magnitude faster timescale.
Yeah, I think we're, at the beginning, we're focused on how do we take kind of commercially demonstrated unit operations and be a better integrator and a better like operator of that integrated circuit.
And so focus on the software systems that enable you to kind of control the plant more optimally.
And that's generally what project-level financing parties want to see also.
Like, it's hard to get project finance on a first-of-a-kind facility where you're demonstrating a new unit operation for the first time.
And so we think that as we're kind of entering the market, the right place to start is take commercially demonstrated individual unit operations that operate globally and try to achieve, go after the uplift that's available just by being a better integrated operator.
There's a whole bunch of bottlenecks in building these facilities that we will need to solve.
I mean, the, like, industrial supply base just for, like, manufacturing tanks is broken.
Like, the kind of, there's specialty.
It's just, like, things that we kind of take for granted just take a really long time if you want to kind of not go to China for sourcing that equipment.
And that has a big impact on the operating side of things too, where the supply chain for like a new pump in Australia could take, you know, 30 weeks and getting that exact same pump.
But with a mine in China, it shows up in, you know, a week or three days.
And so like that entire industrial like equipment supply base thing.
we're going to have to look at at some point.
That's obviously a much bigger, bigger bite to go after like commodity equipment manufacturing.
I don't think so.
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