Uncovering the Nuclear Energy Debate and Foreign Influence

This chapter explores the debate on nuclear energy as a viable solution to climate change, emphasizing its environmental benefits and energy efficiency. It also discusses the opposition from environmental groups, linking it to foreign influences while noting a shift in public perception towards nuclear power.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) join Molly O’Shea to explore how nuclear energy—fission and fusion—is at the heart of America's industrial resurgence and the race for AI dominance.

Isaiah unpacks Valar Atomic’s plan to scale modular fission reactors across the U.S., breaking decades of regulatory stagnation and reimagining how America powers its factories and data centers. JC shares Fuse’s rapid-fire progress in fusion technology, from breakthroughs in pulse neutron generation to vertical integration strategies that echo SpaceX. Packy ties it all together with insights from his investing & writing in Nuclear through Not Boring, explaining why energy-rich, hardware-driven businesses will define the AI age... Bonus we talk about his popular essay The Great Differentiation.

Together, we dive into:

• Fission to fusion, atoms to AI, and Detroit to D.C.

• The role of next-gen nuclear in energy sovereignty

• The strategic urgency to outpace China

• Regulatory tailwinds post-EOs and DOE testing

• Why AI’s energy demands are the catalyst

• How differentiated brand, design, & execution will define the winners in an AI slop world

This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit.

Connect with us:

1. Isaiah Taylor: https://www.linkedin.com/in/isaiahptaylor/

2. JC Btaiche: https://www.linkedin.com/in/jcbtaiche/

3. Packy McCormick: https://www.linkedin.com/in/packym/

4. Molly O’Shea: https://x.com/MollySOShea

5. Sourcery: https://x.com/sourceryvc

Brought to you by:

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel.

As a Sourcery Listener you get: 75,000 points after spending $3,000 on Brex card(s), white-glove onboarding, $5,000 in AWS credits, $2,500 in OpenAI credits, & access to $180k+ in SaaS discounts. On top of $500 toward Brex travel, $300 in cashback, plus exclusive perks (like billboards..) visit → https://brex.com/sourcery

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. Visit: turing.com/sourcery

• Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery

• Fourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

(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