The Minutes of Bill Gurley on costs https://minutesof.com/bill-gurley/on/costs/ Everything Bill Gurley has said on costs: 3 verbatim quotes from September 2024, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:06 +0000 Gurley says China brings level three fission plants online at $2.5 billion per gigawatt versus $13 billion in https://minutesof.com/q/23658c84-6f9a-452a-a951-afa47d8da278/ https://minutesof.com/q/23658c84-6f9a-452a-a951-afa47d8da278/ “The plants in China that are the equivalent level three fission plants right now are coming on board at two point five billion per gigawatt.” — Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 costs You know, they used to call or I've heard people refer to modern day semiconductor investing as a sport of Kin https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ “You know, they used to call or I've heard people refer to modern day semiconductor investing as a sport of Kings. Right. Because you're 50,000,000 to first take.” — Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 costs Gurley reports SMR startups face $60 million in fees just for NRC approval before building anything. https://minutesof.com/q/15a27560-7f78-4850-90db-1459700b5313/ https://minutesof.com/q/15a27560-7f78-4850-90db-1459700b5313/ “And the other tough part, the NRC, which we haven't talked much about, but the regulatory commission here in The U. S.” — Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 costs