Show Notes
What if we treated building nuclear more like a manufacturing challenge than a construction challenge? How could nuclear benefit from the tried-and-true methodologies of other large industrial industries like ship-building and oil and gas to make nuclear as cheap as solar and wind to produce?
In this episode – the first of two with leading nuclear fission startup founders – Packy and Julia talk to a new crop of nuclear entrepreneurs who are focused on manufacturing small modular reactors at scale. Drawing on best practices from very different industries like building reactors in shipyards or adapting the methods of offshore oil and gas rigs, these founders are taking a radically different approach from the incumbents in nuclear power plant construction. They’re focused on bringing the experience curves for building nuclear way down
But how will it actually work in practice? How do they balance pleasing regulators with innovating on new designs for more efficiency and manufacturability? How do they finance these businesses? What is the plan for connecting these power sources to the grid – or finding other “behind the meter” use cases? Tune in to go deep with the people turning theories about nuclear manufacturing into reality.
Thank you to this episode’s guests: Matt Slotkin, Nick Touran, Bret Kugelmass, Katherine Boyle, Josh Wolfe, and Jake DeWitte
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Timestamps: (00:00) Building a shipyard to manufacture nuclear reactors (06:22) The experience curve (11:00) Which industries can we steal ideas from? (19:40) Blue Energy with Matt Slotkin (25:10) Last Energy with Bret Kugelmass (31:40) Good strategy, bad strategy (38:41) Financing nuclear companies (44:00) Oklo going public (51:30) Recap
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We can live in an Age of Miracles, but it’s going to take a lot of work. Energy abundance is the most important thing we can work towards as a species. More than simply surviving climate change, we have the opportunity to unlock a new level of human thriving if we can successfully navigate this transition. That’s why we chose to do the first season of Age of Miracles on the energy sources of the future. In this episode of Age of Miracles, the final episode of season one, Packy and Julia reflect on the importance of energy abundance, how nuclear energy helps us unlock it, and what the future might look like when we do. Thank you to all of our guests this season for making this show possible—we're so grateful.