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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem
Patrick O'ShaughnessyScott Nolan
America’s zero commercial uranium-enrichment capacity makes fuel the bottleneck for advanced nuclear power, with HALEU scarcity and the January 1, 2028 Russian-import ban creating defined market openings.General Matter targets dollars per kilogram-SWU as its cost metric, while data-center demand and behind-the-meter SMRs could accelerate deployment; execution, permitting, and the economics of nuclear construction remain key risks.
Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]
Patrick O'ShaughnessyDarren Farber
Defense is repricing its 80-year security bargain, but the investable bottleneck remains replacing legacy programs rather than the headline $858 billion budget.Commercial technology, autonomous mass, and industrial scale can create overmatch, while Farber favors one-of-one suppliers near the molecule, backed by long contracts, low replacement cost, and reinvestment rather than prototype novelty alone.