Scott Nolan

Sarah Guo, AI investor at Conviction, joins Casey Handmer, ex NASA physicist building synthetic fuels, Ryan Petersen of Flexport, Chase Lochmiller of Crusoe, and more frontier tech builders. They dig into Apple succession drama, OpenAI’s billion-dollar nonprofit plans, AI’s hunger for power, tariff-fueled logistics chaos, nuclear fuel bottlenecks, lunar infrastructure, and home batteries for the grid.

Scott Nolan, CEO of General Matter and a former SpaceX engineer, dives into uranium enrichment's significance and the urgent need for U.S. energy independence. He discusses the potential of high-assay low-enriched uranium (HALEU) in powering advanced reactors, aiming for a 50% cost reduction. The conversation touches on the evolution of nuclear energy's public perception, the impact of AI on energy demands, and the innovative future of mini nuclear reactors. Nolan emphasizes restoring domestic capabilities and the bipartisanship supporting nuclear advancements for national security.

Shervin Pishevar, an Iranian-American entrepreneur and venture capitalist, shares insights on the courage of protesters in Iran and the vital role of technologies like Starlink in supporting their fight for freedom. Horacio Rozanski, CEO of Booz Allen Hamilton, discusses the integration of AI and cybersecurity in government missions. Glenn Fogel, CEO of Booking Holdings, dives into the concept of agentic commerce and how AI is reshaping the travel industry. Other guests like J.D. Ross and Nick Fleisher talk about modernizing insurance and legal workflows through innovative tech solutions.

Scott Nolan, Founder & CEO of General Matter and Partner at Founders Fund, discusses America's pressing need to revive its nuclear fuel supply chain. With new investments, including $50 million from Peter Thiel, Nolan aims to develop domestic high-assay low-enriched uranium (HALU) production. He explains how the U.S. currently relies heavily on foreign enrichment, especially from Russia. The conversation delves into the interplay between nuclear energy, AI demand, and geopolitical tensions, positioning nuclear as a key to achieving safe and scalable energy for the future.

Scott Nolan, Partner at Founders Fund and one of the first hires at SpaceX, discusses the unique investing approach of Founders Fund and their focus on backing companies with a real mission and vision. The podcast also explores the early investment in SpaceX by Founders Fund, the importance of hard engineering and solving big problems, high expectations and culture within companies, expanding horizons at Founders Fund, and the potential of containerized nuclear energy as a cheaper, cleaner, and safer source of energy.