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Quality content. Learned something new, I appreciate the research! Added OKLO to my watchlist!

Too bad solar couldn't fully take over. But the efficiency, cost, hopefully "enhanced safety" of Nuclear 2.0 proves true.

Solar powered Humanoids operating the Nuclear plants to reduce the human error that played a role in Chernobyl and Three Mile Island. And "Meltdown Proof" plants to help with incidences like Fukushima of Natural Disaster. Maybe the missing recipes to make it successful are now in place.

Fantastic post. Outside of the awesome knowledge from reading this, my biggest takeaway is

CEG = 78.94B market cap

OKLO = 3.33B market cap.

Hmmmmm!!!!! (a pull back to it's 52-low of 5.35 and i'm in!

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Thanks Jacob! OKLO at $5.35 would be nice -- I think thats about where I got in... but unfortunately a very small bet.

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Now that was a smart bet.

Whenever I bet small and win, I refer back to the quote "you can never go broke making a profit!". hah, nice entry point!

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https://www.wsj.com/articles/fossil-fuels-toby-rice-eqt-pipeline-natural-gas-lng-emissions-reduction-climate-change-warren-granholm-energy-prices-white-house-council-environmental-quality-11650634990

“Giving people access to cheap, affordable, clean energy is the key to skyrocketing the quality of life,” he says. “There’s a very clear correlation: The more energy people use, the better the quality of life.” And that’s true everywhere in the world: “There’s three billion people around the world that have less electricity than it takes to run a fridge.”

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For Stone, nuclear is the only existing technology that could help meaningfully bring down carbon emissions from energy, and its danger has been drastically overstated, even in light of disasters like the failure of the Fukushima power plant in 2011.

https://www.labiennale.org/en/cinema/2022/out-competition/nuclear

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This was an interesting interview as well that included a discussion on nuclear.

5 million deaths per year in the developing world are directly attributed to burning a fireplace in the home

Civilian deaths from nuclear power is close to zero

https://podcastnotes.org/joe-rogan-experience/1840-marc-andreessen-joe-rogan-experience/

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Great post!

Thought you would enjoy this podcast.

https://open.spotify.com/show/0HWsEdbyLQEjNHHk625hWP?si=XePwlryiQPyk3cwwba9uWQ

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Thanks for the podcast recommendation and the quotes -- I will definitely check those out later today.

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