Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future of Diablo Canyon Power Plant, the role of AI in the nuclear industry, the cost differential of nuclear energy in the US and China, Gen 4 reactors, regulation, litigation, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(04:14) Maureen Zawalick | VP at Diablo Canyon
(06:13) The Need for Diablo
(10:07) The Importance of Nuclear Power
(15:50) License Renewal and the Future of Diablo
(18:39) Hope for Expanding Nuclear Power
(25:22) Nuclear Waste
(30:29) Cost Differential: US vs China
(38:56) Factors Contributing to Cost Differential
(45:07) Implications of China’s Nuclear Leadership
(47:42) Nuclear Energy and AI Supremacy
(50:58) The Innovation Gap and Gen 4 Reactors
(57:27) Overcoming Challenges
(01:03:45) A Call for Government Support
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap [ Ссылка ]
Bill Gurley @bgurley [ Ссылка ]
BG2 Pod @bg2pod [ Ссылка ]
****
Shownotes:
US Navy Nuclear Propulsion Program 2020
[ Ссылка ]
ITIF.org - How Innovative Is China in Nuclear Power
[ Ссылка ]
NYTimes - Nuclear Power Can Save the World
[ Ссылка ]
Reuters - Constellation talking to Pennsylvania on Three Mile Island restart
[ Ссылка ]
Julie Dewahl - Nuclear Past Present Future
[ Ссылка ]
Breakthrough Institute - China’s Impressive Rate of Nuclear Construction
[ Ссылка ]
Next Big Future - US Nuclear Cost 5-10x More Than China
[ Ссылка ]
Energy.gov - Newly Signed Bill to Boost Nuclear
[ Ссылка ]
Advanced Nuclear - Nuclear Commercial Liftoff
[ Ссылка ]
LA Times - Loan to keep Diablo Canyon nuclear plant open
[ Ссылка ]
South Korea Builds Nuclear Plants Quickly and Cheaply
[ Ссылка ]
Nuclear Power in South Korea
[ Ссылка ]
Westinghouse Electric's Chinese 'Trojan Horse'
[ Ссылка ]
Friends of the Earth sues DOE over Billion Dollar Award to Diablo Canyon
[ Ссылка ]
Revitalizing America’s Nuclear Energy Supply Chain
[ Ссылка ]
Idaho Natl Laboratory - Recommendations to Improve the Nuclear Regulatory Commission Reactor Licensing and Approval Process
[ Ссылка ]
5 charts to explain why nuclear power is making a comeback:
[ Ссылка ]
Podcast - The cost of nuclear - Catalyst w/ Shayle Kann
[ Ссылка ]
RIC 2024 Opening Session - Remarks by NRC Chair Christopher T. Hanson
[ Ссылка ]
A One-on-One with NRC Chair Christopher Hanson
[ Ссылка ]
Bill Gates on Bipartisan Support for Nuclear Power
[ Ссылка ]
Podcast w/ PG&E CEO Patricia Poppe
[ Ссылка ]
Germany Reacts to Trump's UNGA Speech
[ Ссылка ]
#BillGurley #BradGerstner #Bg2Pod
