Nuclear Power Insights
Bill highlights the impressive track record of the naval nuclear program and its implications for small modular reactors (SMRs). He points out the conservative nature of utilities, which prefer startups to shoulder the risk, leading to challenges in securing agreements. Brad emphasizes the massive capital expenditures by tech giants like Nvidia and Google, suggesting they might be better suited to underwrite the risks associated with SMRs.In this clip
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Bg2
Ep 15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
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