Macro Voices MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
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Mar 5, 2026 
Matt Lozak, founder and CEO of Allo Atomics, builds factory-made modular nuclear plants. He discusses why advanced coolants and breeder cycles change fuel economics. He explains mass-producing whole plants in gigafactories, serving AI data centers first, and the scale, supply-chain and rapid deployment challenges to reach fossil-fuel parity.
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EBR‑2 Demonstrated Durability And Inherent Safety
- EBR‑2 operated 30 years at 20 MW and showed inherent shutdown behavior when backup power was removed.
- Lozak recounts welders' etchings remaining in sodium pipes after long service as evidence of compatibility.
Breeders Vastly Expand Usable Nuclear Fuel
- Breeder reactors and closed fuel cycles expand usable fuel from U‑235 to U‑238 and thorium, extending fuel resources dramatically.
- Lozak estimates breeders unlock a usable fuel timescale from centuries to billions of years by tapping U‑238 and thorium.
Spent Fuel Is A Valuable Resource Not An Intractable Problem
- 'Nuclear waste' mostly contains usable fuel; recycling and breeders can extract remaining fissiles and the abundant U‑238 to drastically cut waste volume.
- Lozak cites EBR‑2 and France's recycling as precedents for closing the fuel cycle.