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HAPPY BIRTHDAY MOLLY! great pod today. Cannot miss 👌

17 tuntia sitten
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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