Scott Nolan

Founders Fund

@ScottNolan

Founder and CEO @GeneralMatter, partner @FoundersFund, early engineer @SpaceX.

California, USA Joined April 2008

334 Following 20K Followers 351 Posts

Latest posts 5

Scott Nolan @ScottNolan 4d

For the record, this episode was filmed the day before the wave of Guinness pint histograms

Scott Nolan Verified account @ScottNolan 4d

When an industry has high margins yet stagnates for decades, there are almost always A) very high barriers to entry and B) ways for startups to surpass incumbents via good, modern engineering.

SpaceX, Tesla, Anduril and others broke into these types of guarded industries. The beginnings are hard, but the opportunity expands with forward progress.

Nuclear will be the next industry to go through this transformation and live up to its potential.

Thanks @collision for having me on!
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Scott Nolan @ScottNolan 4d

When an industry has high margins yet stagnates for decades, there are almost always A) very high barriers to entry and B) ways for startups to surpass incumbents via good, modern engineering.

SpaceX, Tesla, Anduril and others broke into these types of guarded industries. The beginnings are hard, but the opportunity expands with forward progress.

Nuclear will be the next industry to go through this transformation and live up to its potential.

Thanks @collision for having me on!

John Collison Verified account @collision 4d

General Matter CEO @ScottNolan joined me to break down why enriched uranium is the bottleneck for nuclear power. We get into why US nuclear fuel comes from Russia; their enrichment facility in Paducah, Kentucky; applying the SpaceX playbook to heavy industry; and the reasons nuclear became expensive.

00:00:00 Introduction
00:00:41 America’s missing nuclear fuel
00:05:27 Why small reactors need stronger fuel
00:11:42 Can nuclear power the AI buildout?
00:15:25 Why nuclear became so expensive
00:22:24 The startups reinventing nuclear
00:25:31 General Matter’s race to 2030
00:29:44 Stripe Press’ new books
00:30:22 The SpaceX playbook applied to nuclear
00:35:18 Uranium enrichment, explained
00:45:53 How small startups beat stagnant incumbents

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Scott Nolan @ScottNolan Sep 16

Everything in the economy depends on energy. Economic growth depends on energy growth.

We are ending the bottleneck in nuclear energy: fuel.

Thank you to @JakePaul and @GovAndyBeshear for joining us in Paducah and your support of what we're building.

Jake Paul Verified account @jakepaul Sep 15

America needs to build again.

@ScottNolan @generalmatter is rebuilding a safe and clean nuclear fuel supply chain here at home.

energy is national security and we @antifund @geoffwoo are proud investors and backers of Scott & General Matter on leading the way

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Scott Nolan @ScottNolan Jul 2

America's first 250 years took us from candlelight to satellites.

America's next 250 will be even more incredible.

Packy McCormick Verified account @packyM Jul 2

America's Next 250 by @ScottNolan

notboring.co/p/americas-nex…
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Scott Nolan @ScottNolan Jun 9

Energy is upstream of all economic activity. The correlation across societies is under-appreciated. See below.

Clean, safe, low cost energy production and will inevitably be used to improve people's lives.

@JTLonsdale thanks for the fun and wide-ranging conversation.

Joe Lonsdale Verified account @JTLonsdale Jun 5

In the 1980s, the US produced 80% of global enriched uranium.

Today that number is zero -- and we rely on Russia instead!

@ScottNolan & @GeneralMatter are solving this crisis; he’s jumpstarting America's nuclear renaissance, and makes us all more bullish on its scale & speed.
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