JC Btaiche

From Fuse, shares progress in fusion technology, including breakthroughs in pulse neutron generation. Focused on vertical integration strategies that echo SpaceX.

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Aug 8, 2025 • 50min

Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring

Isaiah Taylor, CEO of Valar Atomics, discusses innovative modular fission reactors aimed at transforming America's energy landscape. JC Btaiche from Fuse shares groundbreaking advances in fusion technology, likening strategies to those of SpaceX. Investor Packy McCormick ties these developments to the AI era, asserting that energy-rich businesses will dominate. They delve into the competitive pressures from China, the regulatory landscape, and the vital link between sustainable energy and AI's insatiable demands, while debunking common myths about nuclear energy.

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