Lee Robinson
Co-founder and Chief Operating Officer of General Matter, formerly Deputy Director and co-founder of the Energy Portfolio at the Defense Innovation Unit, with prior experience in investment and military intelligence.
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Aug 5, 2025 • 49min
16 - Lee Robinson of General Matter: Revitalizing American Uranium Enrichment
Lee Robinson, Co-founder and COO of General Matter and former DIU energy lead, explains plans to revive U.S. uranium enrichment. He reveals a Paducah plant choice, Los Angeles manufacturing strategy, and a focus on low-cost LEU production with HALU potential. He discusses SpaceX-style rapid iteration, supply-chain risks, AI-enabled prototyping, and staged capacity growth to bolster domestic fuel supply.
