Shawn Ryan Show #211 Scott Nolan - CEO of General Matter on Uranium Enrichment
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Jun 23, 2025 
Scott Nolan, CEO of General Matter and a former SpaceX engineer, dives into uranium enrichment's significance and the urgent need for U.S. energy independence. He discusses the potential of high-assay low-enriched uranium (HALEU) in powering advanced reactors, aiming for a 50% cost reduction. The conversation touches on the evolution of nuclear energy's public perception, the impact of AI on energy demands, and the innovative future of mini nuclear reactors. Nolan emphasizes restoring domestic capabilities and the bipartisanship supporting nuclear advancements for national security.
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Nuclear's Lost Promise and Recovery
- Nuclear energy used to be considered too cheap to meter and was expected to dominate the future grid.
- Public fear, policy, and stagnation held back its growth despite being 20% of the US grid today.
AI's Massive Energy Appetite
- AI energy demand could match the entire US grid by 2030, urging rapid expansion of nuclear power.
- Nuclear reactors consume fuel continuously, highlighting the need for reliable fuel supply chains.
Build Diverse & Clearance-Ready Teams
- Combining nuclear industry veterans with tech and hardware experts accelerates innovation.
- Secure clearances and government experience are crucial for a successful nuclear startup.