https://minutesof.com/on/nuclear/ Everyone on the record about nuclear: 37 verbatim quotes from 6 people, October 2019 to May 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:07 +0000 https://minutesof.com/q/ece8c2cb-eae1-499d-a928-d35aa572511c/ https://minutesof.com/q/ece8c2cb-eae1-499d-a928-d35aa572511c/ “Iran’s fanatics devote themselves to “Death to America” and seek nuclear weapons to do just that.” — Scott Bessent, Treasury press and remarks nuclear https://minutesof.com/q/55de8053-7173-4127-93c7-013114657fc1/ https://minutesof.com/q/55de8053-7173-4127-93c7-013114657fc1/ “South Korea, not China, South Korea can build a nuclear fission plant for one fourth the price that we can in The US.” — Bill Gurley, MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 nuclear https://minutesof.com/q/41bdf8c3-f31e-4d2c-968c-30d9339df1ef/ https://minutesof.com/q/41bdf8c3-f31e-4d2c-968c-30d9339df1ef/ “Like like, the the the world has vilified this technology. It's amazing technology. It's clean technology. What Germany is doing is bad.” — Bill Gurley, Metis Strategy Fri, 10 Apr 2026 07:00:00 +0000 nuclear https://minutesof.com/q/2fe3808f-17ee-46b4-8044-80eeb30f8c2d/ https://minutesof.com/q/2fe3808f-17ee-46b4-8044-80eeb30f8c2d/ “Like like, the the the world has vilified this technology. It's amazing technology. It's clean technology.” — Bill Gurley, Metis Strategy Fri, 10 Apr 2026 07:00:00 +0000 nuclear https://minutesof.com/q/aae10c8b-897e-440e-9a98-5b9bc1671898/ https://minutesof.com/q/aae10c8b-897e-440e-9a98-5b9bc1671898/ “I think the Israeli plan is pretty clear. It it it it's to dispose of the 450 kilos of HEU, which supposedly Tiny rich uranium.” — Sir Richard Dearlove, The Brink Fri, 13 Mar 2026 16:09:37 +0000 nuclear https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ “Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 nuclear https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ “So fission being old school, not new school, at one fourth the price that we do it here in The US. So is South Korea, by the way.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 nuclear https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ “So they are building new nuclear fission plants. So fission being old school, not new school, at one fourth the price that we do it here in The US.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 nuclear https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ “Why does it cost us four to five times to build a fission reactor in this country? Why are we building no nuclear reactors in this country?” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 nuclear https://minutesof.com/q/7f0dc3bc-dcc7-4a73-af5a-3574e0f0f66e/ https://minutesof.com/q/7f0dc3bc-dcc7-4a73-af5a-3574e0f0f66e/ “The kit having been sold to them by the father of the Pakistani nuclear program AQ Khan, so AQ Khan's KRL laboratories had sold all the kit for the Libyans to start refining uranium and creating HEU and then weaponizing.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 nuclear https://minutesof.com/q/a3399199-824a-42d2-b912-54b24371370f/ https://minutesof.com/q/a3399199-824a-42d2-b912-54b24371370f/ “when I was head of service, I flew into Libya in an unmarked plane to meet Gaddafi, to negotiate Libya's getting rid of their weapons of mass destruction.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 nuclear https://minutesof.com/q/67d325ec-bd6b-4e04-8475-98a37dd44792/ https://minutesof.com/q/67d325ec-bd6b-4e04-8475-98a37dd44792/ “if the hyperscalers become part of the customer set for the nuclear startups that may be like 10x better than selling just to utilities alone.” — Bill Gurley, BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 nuclear https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ “Amazon is buying this nuclear powered Talon data center facility, and now Microsoft this week announces with CEG that they're going to bring 3 Mile Island out of retirement.” — Brad Gerstner, BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 nuclear https://minutesof.com/q/852ce6d0-6bc6-4c17-bc7a-2336732e1abf/ https://minutesof.com/q/852ce6d0-6bc6-4c17-bc7a-2336732e1abf/ “And then two, consider some type of Manhattan project like approach where you get out of the current environment, you get a lot of smart people thinking from first principles, you may be borrowed from what the Navy's done and consider open source or IP free solutions to get everybody on the same page.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/86b79c5d-3683-4aa3-ad67-c20e385ef65c/ https://minutesof.com/q/86b79c5d-3683-4aa3-ad67-c20e385ef65c/ “I think we've gotten to the point where we got to say, this is so important, you can't sue these people.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/eb17844f-b5a9-42a6-a273-d65d0076d9da/ https://minutesof.com/q/eb17844f-b5a9-42a6-a273-d65d0076d9da/ “if you want to go build this next generation level three plant, I think you've got to rewrite the regulation from zero ground up, like make it thinner and tighter and two, I think we've gotten to the point where we got to say, this is so important, you can't sue these people.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/25d4305c-dd0e-4f2c-af18-e3bac256d1a4/ https://minutesof.com/q/25d4305c-dd0e-4f2c-af18-e3bac256d1a4/ “NuScale had to start laying people off it's just tough. And the other tough part, the NRC, which we haven't talked much about, but the regulatory commission here in The U.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear 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.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/c11cd4a7-d663-455f-9cfe-2e05a1dc3a31/ https://minutesof.com/q/c11cd4a7-d663-455f-9cfe-2e05a1dc3a31/ “Most people don't know this, you have no reason to know this, but the NRC is a fee based regulatory. So you literally pay per hour to have them come regulate you.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/cf597b63-b3c6-4844-83b5-ae87abb4bf60/ https://minutesof.com/q/cf597b63-b3c6-4844-83b5-ae87abb4bf60/ “So the separate federal and state environmental permitting processes in The US is onerous, lengthy, probably ten years for a nuclear power plant, expensive.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/17755769-e00f-4a3f-bb0d-dd26d81677b5/ https://minutesof.com/q/17755769-e00f-4a3f-bb0d-dd26d81677b5/ “South Korea is a democracy, a friend of The United States, they're at the same delivered price point as And they're doing it at scale and they're starting to export their technology.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/8de503d1-ad42-40cd-89bd-f10065ea8080/ https://minutesof.com/q/8de503d1-ad42-40cd-89bd-f10065ea8080/ “So 13 to 2.5. Right, right. And that's a shocking Delta. Yes. And one of, I would say the single most surprising thing to me of all the discussions I've had in the past two weeks with everyone that's in this industry is how few people are shocked by that.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear 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.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/51aa0c48-2372-4bb2-aa33-eebfd76a7372/ https://minutesof.com/q/51aa0c48-2372-4bb2-aa33-eebfd76a7372/ “We recently brought on two new plants in The U. S. Vogtle three and four in And the total cost of that was about 30,000,000,000 for 2.2 gigawatts. It turns out over $13,000,000,000 per gigawatt.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 nuclear https://minutesof.com/q/d68282f0-fea3-45e1-95e2-7e89a81382d2/ https://minutesof.com/q/d68282f0-fea3-45e1-95e2-7e89a81382d2/ “Or for the SMR one by leveraging what's been done in the Navy, maybe getting these hyperscalers behind it. And maybe that's a mini version of a Manhattan project.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/4241ab74-6816-4ffb-a875-518044ebc518/ https://minutesof.com/q/4241ab74-6816-4ffb-a875-518044ebc518/ “And if you want to go build this next generation level three plant, I think you've got to rewrite the regulation from zero ground up, like make it thinner and tighter and two, I think we've gotten to the point where we got to say, this is so important, you can't sue these people.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/c3f0c658-fcc4-45e8-90fb-3797b657d5aa/ https://minutesof.com/q/c3f0c658-fcc4-45e8-90fb-3797b657d5aa/ “If that's a sport of Kings, this is a sport of emperors. Like you may be multi billions to first revenue.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/519b4da8-2867-4c01-9e18-ab154883a3d4/ https://minutesof.com/q/519b4da8-2867-4c01-9e18-ab154883a3d4/ “And so those costs are extremely high. The second thing is litigation. So multiple special interest groups, particularly environmental groups will sue to stop any development whatsoever.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/b0ab9b57-a56c-479c-9864-f622f26dde50/ https://minutesof.com/q/b0ab9b57-a56c-479c-9864-f622f26dde50/ “South Korea is a democracy, a friend of The United they're at the same delivered price point as And they're doing it at scale and they're starting to export their technology.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/95240bad-3a90-45e8-8faf-da958201364d/ https://minutesof.com/q/95240bad-3a90-45e8-8faf-da958201364d/ “The plants in China that are the equivalent level three fission plants right now are coming on board at 2,500,000,000 per gigawatt. Right. So 13 to 2.5.” — Bill Gurley, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 nuclear https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I. E. That's nuclear.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 nuclear https://minutesof.com/q/4612e543-cda9-44ba-91c3-bd9da9abd61c/ https://minutesof.com/q/4612e543-cda9-44ba-91c3-bd9da9abd61c/ “They have over 300 plants currently either being built or in development. We have zero, zero plants being built, I think 13 plants that are proposed, according to this data that we have here.” — Bill Gurley, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 nuclear https://minutesof.com/q/7e46492e-e6e1-4b80-b3d1-badf506f93ee/ https://minutesof.com/q/7e46492e-e6e1-4b80-b3d1-badf506f93ee/ “our cost of deploying new nuclear fission infrastructure is limited by our own regulatory framework, not by the technology.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 nuclear https://minutesof.com/q/e65dfe02-6235-480d-a213-595870a5af7c/ https://minutesof.com/q/e65dfe02-6235-480d-a213-595870a5af7c/ “if World War II never happened, the atomic bomb never happened, and someone just showed up in 2024 and said, I figured out this thing, it's nuclear fission, people would be like, oh my god, like, probably be more excited than you are about AI.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 nuclear https://minutesof.com/q/fb60a38c-3eef-4651-a43c-046a1fa1278c/ https://minutesof.com/q/fb60a38c-3eef-4651-a43c-046a1fa1278c/ “And now it is so cost prohibitive. It's something like $10,000,000,000 now from maybe, you know, a 100,000,000, you know, two decades ago.” — David Friedberg, All-In Podcast Sat, 19 Sep 2020 04:41:45 +0000 nuclear https://minutesof.com/q/5ce1d4b2-3dff-4d90-a372-03bd25e70bee/ https://minutesof.com/q/5ce1d4b2-3dff-4d90-a372-03bd25e70bee/ “And I will reiterate, absolutely no deal unless that's included. I mean eventually, we end, we go back to thirty. It's now in the early hours of the morning, fly back to Tripoli.” — Sir Richard Dearlove, Cliveden Literary Festival Fri, 11 Oct 2019 10:16:04 +0000 nuclear https://minutesof.com/q/101ac9f7-fc1c-4490-bdcf-b7958103fa7c/ https://minutesof.com/q/101ac9f7-fc1c-4490-bdcf-b7958103fa7c/ “Pretty much was blunt to that. And then I said, but the message I convey from the British and American governments is no deal unless the nuclear is involved.” — Sir Richard Dearlove, Cliveden Literary Festival Fri, 11 Oct 2019 10:16:04 +0000 nuclear