#219 Isaiah Taylor - CEO of Valar Atomics

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The Shawn Ryan Show 2h 30m 4 speakers transcribed
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Isaiah Taylor 0:05
Isaiah Taylor, welcome to the show. Thank you so much for having me. It's an honor to be here in this incredibly inspiring room. Lots of mementos in here that are sick. So yeah, I'm excited to talk. Oh, thank you. Thank you.
Shawn Ryan 0:16
Yeah, so I guess in the past six months, we have really dove into the tech space. And so we got connected through our mutual friend, Augustus Dorico in the Rainmaker. And when he was here, he was telling me all about what you were doing and that you guys were best friends. Yep. And I've been... Really interested in the power grid for a couple of years now. It seems very weak. Yes, it's a lot of work to do. Yeah, and I think it was Scott Nolan that told me with the data centers and AI and everything that by 2030, AI will be using the exact equivalent of the energy that we all use today in 10 years. So all of our energy grid will be sucked up by 2030.
Isaiah Taylor 1:03
I think it's either all the energy grid will be sucked up by 2030 or we'll fall behind. We'll fall behind on AI, which I think is unacceptable. This is a red-hot screaming problem that has to be solved. It's a national security issue. I think if you're working in energy, you're working on something really important.
Shawn Ryan 1:21
So you're building basic, is it mini nuclear reactors?
Isaiah Taylor 1:25
That's right. So small modular reactors, the technical term, there's sort of three categories. Micro reactors are 0 to 20 megawatts. SMR, small modular reactors, are 20 to about 300. And then above 300, you're just sort of the classic gigawatt scale large reactors. So we're kind of in the lower range of SMRs. Our first commercial unit will be around 25 megawatts electric. What does that mean? For somebody like me, that means nothing. Yeah, it's a good question. So a 25 megawatt electric unit will power a small town. So if you want to do, you know, if you want to power a big town, you put several of them next to each other. And this is a common strategy for nuclear. Pretty much every nuclear site doesn't have just one nuclear unit on it has several.
Isaiah Taylor 2:09
Okay. But we sort of take that to the logical conclusion and we say we don't just build it. Normally it's like four, right? So you have a site, you put like four units on it. We want to have a site and put hundreds of units on it eventually. To start off with, if you want to make a gigawatt, put 40 down. So 40 units next to each other at 25 megawatt electric nameplate is a gigawatt of power. Now you're powering a big city, or you're powering several towns, several cities, a significant portion of the grid. And when we look at AI demand, we're looking at demand for data centers as large as a gigawatt, which has never happened before. This is a brand new idea of doing a data center that large. We're super excited about it.
Isaiah Taylor 2:47
Wow.
Shawn Ryan 2:48
What is a small town? Give me a population size.
Isaiah Taylor 2:51
Yeah. So I think, you know, that's probably going to, a 25 megawatt electric unit is going to be a town of probably like 15,000 people.
Shawn Ryan 2:58
Okay. Yeah. And one could power that entire town.
Isaiah Taylor 3:00
That's right.
Shawn Ryan 3:00
Yeah. That's amazing. You know, just at breakfast this morning, I mean, just. I love stories like this. You know, we weren't going to talk about your life story. We were just going to go nuclear. But I just, man, just kudos to you. 26 years old, dropped out of high school at 16, came from nothing, building. Sounds like you had a great family that you're very close with, but not a family. I guess what I'm getting at is you didn't have a big trust fund or anything like that to get started. You did it on your own, and you are a hell of an innovator.
Isaiah Taylor 3:34
I didn't do it on my own, but I certainly didn't do it with a trust fund. My parents are extremely supportive in just always being there for me. I talk to my dad basically every week on the phone. We talk for a couple hours, and he's always there. He's always just believed that I have what's necessary to to fix large problems. I'm not sure where he got that idea, but he has always believed that. And so I'm extremely grateful to him. And then I've been helped by many other people. Right. You know, our investors at Valor couldn't do without them.

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