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The Shawn Ryan Show

#219 Isaiah Taylor - CEO of Valar Atomics

17 Jul 2025

Transcription

Full Episode

5.262 - 16.113 Isaiah Taylor

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.

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16.794 - 43.993 Shawn Ryan

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.

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44.053 - 63.265 Shawn Ryan

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.

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63.245 - 81.102 Isaiah Taylor

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.

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81.082 - 84.908 Shawn Ryan

So you're building basic, is it mini nuclear reactors?

85.229 - 109.468 Isaiah Taylor

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?

109.588 - 129.464 Isaiah Taylor

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. Okay.

129.484 - 149.717 Isaiah Taylor

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.

150.318 - 168.244 Isaiah Taylor

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. Wow.

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