"How do we beat them?" "We have to think differently. And when you think about fusion it's the energy density equation. If we solve fusion first, that's replacing, from an energy density perspective, it's a million times more than oil or coal. So even if they built like a million coal plants faster than us with one fusion plant we can beat all those from an energy output perspective or energy density." @packyM | @JCBtaiche10
Molly O’Shea
Molly O’Shea8.8. klo 23.45
BREAKING | The American Atomic Age: Valar Atomics, Fuse, Not Boring Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) dive into how nuclear energy - fission & fusion - is at the heart of America's industrial resurgence & the race for AI dominance. Bonus: Packy covers The Great Differentiation Highlights: (00:00) The American Atomic Age (01:15) Isaiah Taylor on U.S. nuclear industry (03:34) Why modular reactors are the key to scale (06:47) China’s nuclear lead (08:32) Valar’s path to criticality & DOE testing (11:06) Foreign funding & misinformation campaigns (13:01) Nuclear myths: “It wouldn’t fill an Olympic pool” (15:29) Why Gen IV reactors are meltdown-proof (17:29) AI as a tailwind for nuclear infrastructure (19:21) Misconceptions in nuclear & energy performance (21:13) Pressure to deliver in this presidency term (22:59) The future of global energy (24:26) JC Btaiche: Building the world’s highest-power pulse system (26:41) Fuse’s strategy: revenue today, power tomorrow (28:34) Fusion’s role in reindustrialization (33:12) The AI-power constraint: “Energy = Intelligence” (35:31) Can we catch up to China in energy? (38:13) Packy McCormick on vertical integration (41:11) The Great Differentiation: Why brand matters in the age of AI This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at @reindsummit 2025 @isaiah_p_taylor | @JCBtaiche10 | @packyM
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