Intro

This chapter explores the historical challenges and fears surrounding nuclear energy, marked by incidents like Three Mile Island, Chernobyl, and Fukushima. It also highlights modern initiatives, such as Microsoft's partnership with Constellation Energy, showcasing a shifting perspective on the potential of nuclear power.

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Episode notes

Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?

Topics covered include:

Why did Microsoft sign an agreement to reopen a nuclear reactor at the infamous Three Mile Island nuclear facility
How much does nuclear energy contribute to global power generation
Why is demand for electricity accelerating
What are the advantages and challenges with nuclear energy
What investment vehicles individuals can use to invest in nuclear energy

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Show Notes

Microsoft in deal for Three Mile Island nuclear power to meet AI demand by Myles McCormick and Jamie Smyth—The Financial Times

Nuclear Power Was Once Shunned at Climate Talks. Now, It’s a Rising Star. by Brad Plumer—The New York Times

Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner—YouTube