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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.
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]
Patrick O'ShaughnessyZach Dell
US electricity demand could accelerate from a 2% to a 10% CAGR as EVs, AI infrastructure, and industrial electrification collide with a 5-10-year interconnection queue.Base deploys batteries behind existing meters for $500 upfront plus $16/month, targeting a 4-year unlevered payback while utility partnerships could temper volatile merchant energy revenues.