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Scott believes enrichment is the single bottleneck to a nuclear future, and that the window to solve it is narrow.

Invest Like the Best with Patrick O'Shaughnessy
2w ago

Billions of Saudi dollars were already reshaping the US economy. And now many of those tech companies are vulnerable as Iran targets their infrastructure in Saudi Arabia and other Gulf countries in the ongoing war.

4w ago

Probably the most obvious investment in the middle class is investments in infrastructure. Because when people can get to work, when people have more opportunities, when people can spend more time with their families, when people have an absence of stress, when they can take their kids to Disneyland, you know, that's that's accretive to the prosperity of their life.

1mo ago

As the battlefield becomes more distributed and electronics-heavy, the Army's legacy power infrastructure, built around diesel generators and lead-acid batteries, is struggling to keep up.

1mo ago

And it is kind of a city in a jungle. A city-state home to 6 million people and all kinds of high-tech companies all surrounded by trees and waterways.

1mo ago

When infrastructure doesn't work for people, it hurts the family. It hurts her home budget money out of her rent or child care. And so for me, it was that that moment where it really crystallized when the fundamentals aren't working. People on the margins pay the dearest price for it.

1mo ago

So what if you could build a living, breathing, physics based model of the entire grid, every pole line and transformer and watch how it actually behaves in a storm or when you plug in a wind farm or aluminum smelter sized data center.

1mo ago

So what if you could build a living, breathing, physics based model of the entire grid, every pole line and transformer and watch how it actually behaves in a storm or when you plug in and you wind farm or aluminum smelter sized data center.

1mo ago

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