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 https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
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Shownotes:
US Navy Nuclear Propulsion Program 2020
ITIF.org - How Innovative Is China in Nuclear Power
NYTimes - Nuclear Power Can Save the World
Reuters - Constellation talking to Pennsylvania on Three Mile Island restart
Julie Dewahl - Nuclear Past Present Future
Breakthrough Institute - China’s Impressive Rate of Nuclear Construction
Next Big Future - US Nuclear Cost 5-10x More Than China
Energy.gov - Newly Signed Bill to Boost Nuclear
Advanced Nuclear - Nuclear Commercial Liftoff
LA Times - Loan to keep Diablo Canyon nuclear plant open
South Korea Builds Nuclear Plants Quickly and Cheaply
Nuclear Power in South Korea
Westinghouse Electric's Chinese 'Trojan Horse'
Friends of the Earth sues DOE over Billion Dollar Award to Diablo Canyon
Revitalizing America’s Nuclear Energy Supply Chain
Idaho Natl Laboratory - Recommendations to Improve the Nuclear Regulatory Commission Reactor Licensing and Approval Process
5 charts to explain why nuclear power is making a comeback
Podcast - The cost of nuclear - Catalyst w/ Shayle Kann
RIC 2024 Opening Session - Remarks by NRC Chair Christopher T. Hanson
A One-on-One with NRC Chair Christopher Hanson
Bill Gates on Bipartisan Support for Nuclear Power
Podcast w/ PG&E CEO Patricia Poppe
Germany Reacts to Trump's UNGA Speech
#BillGurley #BradGerstner #Bg2Pod
