{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Cheeky Pint","title":"The company building America’s uranium supply from scratch","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/69a09d0c\"></iframe>","width":"100%","height":180,"duration":3558,"description":"Scott Nolan, Co-Founder and CEO of General Matter, joins John for a pint to discuss the engineering, economics, and geopolitics behind uranium enrichment. Scott breaks down why advanced reactors can't scale without High-Assay Low-Enriched Uranium (HALEU), why the US outsourced its fuel supply following the Cold War, and how General Matter is building a domestic facility in Paducah, Kentucky, to replace Russian imports. He also shares lessons as an early employee at SpaceX, and why 1970s interest rates stalled nuclear.\n\nTimestamps\n(00:00:00) Introduction\n(00:00:41) America’s missing nuclear fuel\n(00:05:27) Why small reactors need stronger fuel\n(00:11:42) Can nuclear power the AI buildout?\n(00:15:25) Why nuclear became so expensive\n(00:22:24) The startups reinventing nuclear\n(00:25:31) General Matter’s race to 2030\n(00:29:44) Stripe Press’ new books\n(00:30:22) The SpaceX playbook applied to nuclear\n(00:35:18) Uranium enrichment, explained\n(00:45:53) How small startups beat stagnant incumbents","thumbnail_url":"https://img.transistorcdn.com/yxGTFiQoO_yf4AoNETaTqI0qZ7bnSJakdxQ_jGkRaug/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82ZGFk/ODk1OGE5Y2ExZjc5/MGMxNjYwOWQxYjdi/YTlkYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}