PERSON DIRECTORY
John Collison
Host of Cheeky Pint. John Collison appears in 12 indexed conversations across Cheeky Pint, All-In, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The company building America’s uranium supply from scratch
General Matter is targeting a newly open domestic enrichment market: Russia supplies about a quarter of US enrichment, and import waivers end January 1st, 2028.Utilities provide most contracting volume, while HALEU availability is an immediate bottleneck for advanced reactors; fuel can reach 50% of some SMRs’ levelized energy cost at current prices, depending on design.A $900 million capacity-building award supports a Paducah facility targeting deliveries by the end of the decade, with licensing, manufacturing and an undisclosed enrichment process still to clear.