Navigating Energy Demand in the Age of AI

Isaiah Taylor — founder and CEO of Valar Atomics — joins us to unpack a bold new push from the White House: a set of executive orders signed by President Trump aimed at reviving domestic nuclear energy. He breaks down what’s in the orders, why they matter, and how they could reshape US energy and industrial policy over the next decade.

We also dive into the realities of building modern nuclear infrastructure. Isaiah explains why uranium independence is critical, how the US lost its lead in the global race, and why he sees nuclear as a key part of the long-term energy mix—alongside fossil fuels.

Finally, we cover AI avatars showing up on investor calls, a new Zoox recall after a scooter crash in San Francisco, President Trump’s tariff threats against Apple and Samsung, and Foxconn’s unexpected move into semiconductors.