John Collison

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

Tomorrow on Cheeky Pint: @ScottNolan of uranium-enrichment startup @generalmatter

OpenAI’s @sama joined me at the pub (and had his first Guinness) to discuss the PHP exploit, math weekend at OpenAI, agent swarms, and how he thinks AI leads to deflation.

Tomorrow on Cheeky Pint: @sama of @OpenAI

United CEO Scott Kirby joins @benthompson and me to break down the airline business: justifying big capex, how they do route planning, what other CEOs screw up, the Starlink decision, why everyone misunderstands the credit card economics, and lots more.