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
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
