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Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Embrace Innovation to Overcome Traditional Barriers
The US is on the brink of a nuclear renaissance, marked by significant investment interest from banks at a climate conference. A key challenge for new technologies like Small Modular Reactors (SMR) is that utility companies tend to be conservative, which limits innovation. Selling to laggards in a capital-intensive environment can hinder startups. However, recent shifts suggest that more progressive entities, possibly hyperscalers, are becoming interested, potentially changing the landscape for investment and technology adoption in nuclear energy.
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