Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner

[@backpackly]

I’m always shocked at the relatively low view counts on these videos. The content quality is top notch. Anyone working in business, tech, or govt policy should be watching.

[@Mrbfgray]

Haven't reached escape velocity YET, just wait. All In Podcast aprox. equal quality

[@GUYE-FAWKES]

This Podcast is everything I thought All-In was going to be, Glad I found this Podcast. Its factual, informative and they dial down that political/partisan cheerleading. Just pure information and they try no to construct narratives. They objectively look at topics and offer solutions to current predicaments. I'm always waiting for an Episode to drop.

[@radekrybicki]

This is really great to see. My first job after finishing engineering was in the nuclear engineering trainee program at Ontario Power Generation. It’s an incredible technology that deserves a renaissance. Energy will always be a mix and nuclear, both legacy and modern designs deserve more public support.

[@antonioCsilveira]

What a nice surprise to have the pod dropping on a Sunday. I thought you guys were going to skip this week. Also, appreciate you shedding more light on the massive opportunity we have with safe and modern nuclear energy.

[@nunogomes9571]

Why is every episode getting better than the previous? Keep it up 👏🏼

[@michaelholmes8848]

Did you expect them to get worse?

[@nunogomes9571]

@@michaelholmes8848 Do you know sarcasm?

[@michaelholmes8848]

@@nunogomes9571 🙄

[@michaelholmes8848]

@@nunogomes9571 so it’s not getting better?

[@KK-pm7ud]

I was definitely not expecting to get another gem dropping on a Sunday night. What a great way to start the week!

[@antonioCsilveira]

Also, one minor point: Bill mentioned Czechoslovakia a few times, but the country no longer exists. It was split into two separate countries in 1993: Czechia and Slovakia.

[@Ryan.G.Spalding]

Hehe, you know, that stuff over there.

[@jakublichman9602]

Yes and both are seeking South Korea technology btw

[@aarond98]

The CIA is behind all of these country splits. The goal is to make the country economically smaller and dependent on foreign supply. Supply being commodities, money, and decision making. Yugoslavia (turned into 7), Sudan (now 2). The USA (CIA) is hell bent on the doing this to Russia.

[@YJM5858]

Excellent and enlightening discussion as always! Kudos to Bill for your beautiful mind and decency as a human being!

[@jeffossola668]

Always good to have a B2B drop.

[@amarkmanpeters]

My first real job (summer) in college in 1978 was tying rebar to the cooling tower shell at Clinton IL 180 feet in the air while standing on a 12 in plank. Great summer work and it’s still producing.

[@matt-warren]

One thing that often gets overlooked with talk about energy - not only is there incredible forcasted demand coming from AI datacenters, compound that with electric cars (previous hot reason to build more electricity production) but it's the foundation of the cost of almost everything. Cheap electricity birthed Las Vegas, and is necessary for competitively priced steel and aluminum which would be critical to lets say getting a competitive shipbuilding industry, or anything with manufacturing. Electricity is upstream of everything. Abundant energy feeds into the productivity of the entire economy.

[@medp5636]

Man, this brings back memories! Well done on getting in there. Former NRC licensed reactor operator, then onto fossil fuel plants and electric and gas system operator in upstate New York. Thanks for the trip down memory lane. Love the pod!

[@guscardonak]

BG2 great episode. Really interesting information about the current situation of nuclear power in the USA and worldwide.

[@bg2junge]

The forbidden topic, greetings from Germany.

[@richardmansfield1013]

Great deep dive guys can tell bill has a new passion FANTASTIC

[@frankb313]

Seems like Palantir could contribute a great deal to the Nuclear Industry, connecting companies and supply chains with a common platform/OS, like they did with Skywise for the Airline community around Airbus.

[@miguelmarrone3932]

Incredible pod, too much value, thanks guys!

[@sehanpunchihewa2945]

Holy the goats got us in a reactor boys!!!

[@barbarosozturk]

Give it a bit of a time. Once the mainstream finds this podcast, it will catch quite the traction it deserves.

[@JohansLundgren]

Czechoslovakia is two countries since 93. Great episode!

[@donaldderouin]

We just gotta build more

[@sylarfx]

dude, at first I thought it's an artificial zoom background, cool stuff, keep it up guys!

[@swaggitypigfig8413]

Lol nice change of location 😉

[@krish9615]

exceptional video. super cool to see a deep dive into a new topic done by pro's like this.

[@hephestosthalays2700]

Fantastic episode!

[@shawnrimmell750]

I started my electrical engineering journey in power generation. This topic is very familiar for me and you guys did the subject matter great service. The pro’s outweighs the con’s. Unfortunately we have been lead down a narrative for decades and we must change narratives. If we are ok for our sons and daughters serving on nuclear subs, carriers and other vessels, we should be ok at with nuclear in civilian use cases. I live 30 miles away from the second largest nuclear facility in the USA now (Phoenix), and I’m totally fine with that. Rather that than near a coal fired station of equal capacity.

[@deepaktelang5755]

Awesome podcast and location you guys are in!

[@dasalsakid]

had to make sure that clock in the back wasn't counting down... 😅 great show fellas

[@collinsboateng9208]

Thank you guys so much for keeping this going. Love the pod!

[@bgbusiness_]

My uncle used to work at a nuclear plant in S. Korea. He is a no BS guy and just got the job done. lol Everyone else did too, that's probably why the cost is lower. No DEI either.

[@DesmondMiles333]

Again superb pod with deep research and getting into details.

[@digsnz]

Excellent video, thanks guys

[@edchandler9974]

The idea of leveraging US Navy SMR tech is fascinating. We (the people) have already invested in training a workforce to operate these reactors with an exceptional track record of safety and reliability. Would be a natural transition for service members into a high-value component of the civilian workforce.

[@dwrtz]

this pod is just so damn good it's unreal

[@realyield]

Go Nuclear!

[@rogerstarkey5390]

Go EXISTING Nuclear. Otherwise it's too much, too long and not clean to build. . Unless someone cracks fusion (That'll be China?)

[@Tylerrrrrrrrrrrrrrrr]

Great episode this week! Keep it up guys!

[@nyustdent]

very very interesting.. i also worked for a power company and have been inside rooms like this many times.

[@radekrybicki]

A book I recommend is called “Power to Save the World, the truth about nuclear energy” by Gwyneth Cravens. It goes through a systematic assessment of both technical and political issues surrounding nuclear. Per the title it is biased “pro nuclear” but it’s a great factual, technical approach

[@jolyeagle]

Outstanding...thx you

[@davidferguson3065]

Incredible location! You guys are superb 🤣

[@pin65371]

You guys need to see about heading up to Canada to check out Bruce power. They have 8 reactors on one site there and are looking at adding more which would bring total output to 11 GW.

[@a1osborne]

Best episode yet.

[@ferchizzle]

More like this please

[@lucasjaramillo238]

1:03 I didn't realize that they were the modern day David & Goliath 😂😂

[@tvh6095]

Love this pod!!!! Keep nuclear in the discussion

[@jdudleyh]

I love nuclear. Especially the nuclear big nuclear engine ... our sun.

[@Ryan.G.Spalding]

I love podcasts…

[@UncleToddPM]

For those of you who think that there's nobody home in the DCPP control room, BG2 are doing their podcast from the plant's simulator.

[@DanFarfan]

But how could the forget to bring a can of Pepsi? (ancient SNL reference) ;-)

[@jordanmcculloch5240]

The biggest surprise of the episode was seeing the height difference between these two incredibly smart men 😂

[@mattinterweb]

The UK is looking at building a series of SMR's (small modular reactors), most likely through Rolls Royce. RR stock is one to watch.

[@E59FF]

She’s such a badass. If you still think we should decommission nuclear energy after watching that; you’re a hack. Thanks for making this.

[@barriehep]

Great episode! Please could you do one inside an AI data centre next ?!

[@joellamas184]

Awesome pod

[@Nick52547]

We desperately need more nuclear power.

[@Aedonius]

Maybe would be best to not put them on top of major fault lines and on the coast where a tsunami could hit it.

[@maku5289]

How does these plants compare to Oklo, the Nuclear company of Sam Altman

[@edwardbifulk8698]

Great -thank you

[@mushoSK]

Fun fact: Czechoslovakia doesn't exist anymore.

[@carlosoviedo5685]

thanks

[@amarabdelli]

4:17 so much safety while still running DOS and Windows 7 😂

[@mgf503]

Fantastic pod. A note that data center locations are based on failure domains and disaster recovery considerations, daisy chaining them next to power stations, especially a nuclear one (next to a tsunami exposed ocean) wouldn't be a great idea. The SNR/ Navy size option is a no brainier IMO. If the US could remove litigation and nonsense shout louder naysayers, then you're on to something

[@RobertRowntree]

A decade following 1977, in which the US added half its current N-fueled generating capacity, averaged out to 5 Gw annual rate of growth. Capacity in Nuclear has flat-lined for the last 35 years. How much scale should we expect? A Gig a year of added N-fueled capacity would be an enormous scale-change for an industry that has seen zero growth since 1988. Compare that capacity for scale to what's currently happening with renewable, where a single company, in just the 2nd quarter, added 10Gw of backup capacity to solve renewable's Duck Curve issue. Renewable Energy already is at scale, it's growing, and its cost curve is under control.

[@thecartoonclub7176]

It would be incredible to see a large venture capital/ PE firm make a big investment in one of the American nuclear power plants through a tax equity or a tax credit deal. It would completely flip the future of nuclear in the USA, its the kind of future facing bet we want our capital allocators to take.

[@Unbedingt0815]

Not against nuclear but please include two factors in the cost calculation when comparing eg with solar. A) Price for a full insurance of an accident B) 30.000 years (including wage inflation) of high security for that football field of waste that could be weaponized. Wouldn‘t be intellectually honest to ignore or externalize the cost to the state or future generations.

[@antonkhabaiev6590]

Czechoslovakia? Bill Gurley needs to review Europe geography :)

[@DougieDollasX]

I helped build one of the replacement heads a decade ago 😅

[@grumpystiltskin]

We need WATER more than AI. The original design for Diablo Canyon had one reactor to create fresh water for all of LA's needs. Even if people want to play golf or take 8 minute showers or wash their car. Why do we already love our AI friends more than our Human friends?

[@DougieDollasX]

Silly man.. people invest in AI, not in water 💦💦💦 /s

[@ms.6703]

i dont think its an easy on and off switch, why go nuclear when there is gas and oil readily available?

[@Dev-hj8wk]

If I could offer a small criticism for a great podcast: Elon's opinion gets brought up too much on issues that are only tangentially related to him. Not a big deal. Love the pod.

[@michaelholmes8848]

How is sustainable energy not related to Elon? Elon is almost single handedly transitioning the world to sustainable energy.

[@Dev-hj8wk]

@@michaelholmes8848 A bit hyperbolic no? Tesla isn't even the largest manufacturer of EVs last time I checked. It would be just as weird if we continually asked the CEO of BYD or VW about their opinions on nuclear.

[@michaelholmes8848]

@@Dev-hj8wk without Elon there would be no electric vehicle market. And I highly doubt BYD are overly concerned about the environment and clearly the cheating on emissions VW aren’t. Elon cares deeply about it and is highly knowledgeable

[@Dev-hj8wk]

@@michaelholmes8848 That's great. I just don't get why he's an authority on nuclear energy plants. He was brought up so many times.

[@michaelholmes8848]

@@Dev-hj8wk because he’s literally one of the smartest, if not the smartest person on the planet, my guess he knows what he’s talking about.

[@tylerstevensx]

Question: If the US put more nuclear plants online to help with energy production. How hard would these facilities be to safeguard from people who would look to hurt large populations in the US? You could imagine if someone flew a plane into a facility like this, the ensuing pollution would make a large surrounding area un-livable.

[@pin65371]

They design them to be able to take an impact from a plane.

[@shrikantavi]

Why does Brad have to rephrase or restate everything Bill says? How Bill describes an issue is pretty intuitive the first time.

[@jaivan30]

More nuclear power please. The Green Mob Cartel almost killed this thing.

[@jdchannelviewer]

Never knew he was that tall...

[@jb8275]

WTF how tall is Brad Gerstner?????

[@ryccoh]

Is proliferation no longer a concern?

[@anand13]

So… uh what are the public companies we should be eyeing 🙃

[@shonlondon7566]

Wise

[@mab9614]

Diablo Canyon will eventually be shut down anyway, which is no later than 2044 for unit 1 and 2045 for unit 2. Therefore, the state should use this 20-year time gap to rapidly expand renewable energy facilities and storage.

[@stevenoliver7120]

You guys nuked it this week!

[@hooligan1364]

My god how tall is Bill

[@FunnyShortsLetsGo]

Why does the background look fake? Am i living in a simulation?

[@Bryanbkk]

It’s a simulation

[@rickfucci4512]

Diablo Power? You might think about rebranding and starting someplace that doesn’t shake so much…

[@perrinmossino974]

On the coast, why not inland. Maybe somewhere without earthquakes. Do you really need prime California coastline for that.

[@dasalsakid]

maybe but San Andreas fault does go inland

[@gabecodina]

In an earthquake zone?

[@llAngelsllTo]

its probably gonna cost wat less for elon to build one

[@Jacmags]

Sounds like hyperscalers + U.S. gov should hit up S. Korea.

[@michaelholmes8848]

Brad stop saying RIGHT at the end of every sentence.

[@optometristic]

Great content. One remark though - maybe you should find someone else than Elon to refer to when you talking about smart people in general? You mentioned him 5-6 times in this episode and it makes people doubt your judgement. Sure, Elon might be considered a genius in some areas while he comes across a complete rambling lunatic in other areas, antagonizing potential customers of Tesla and driving people away from Twitter by stirring up a toxic slurry.

[@fractalsquirt]

This better mark the bottom cus we have been crushed as investors lol

[@rogerstarkey5390]

"10 years to build starting in 1970 went on line in 1985...* So *15 years* not 10? . Cost $16 Bn ... At 1970-85 prices..... So double that now? For 2 GW? ..... Compare that to the Dogger bank Wind project in the UK. . 3.6 GW, in a fraction of the time for a fraction of the cost. . (There's a direct comparison with a nuclear project built in parallel, Hinckley C) . Once the factory to built the wind turbines is built, it's a rapid process.

[@jackbailey7037]

Would they let me go in there, and perhaps flip some switches and turn some dials?

[@steadymobbin.]

Musk

[@henryyoung7184]

Sponsored advertorial ???

[@Zeegoner]

Wow. These narcissists didn’t put Maureen’s name in the title… Just their own

[@Michael-bi2wv]

Kind of like a infomercial. Know doubt Gerstner and Girley have their hands in this.

[@joythought]

No, they are hunting for an opportunity but they don't have deep enough pockets to play. That's why they said it was a game of emperors and governments or a consortium of hyperscalers.

[@tvm73827]

Having endured the harrowing experience of the 2011 Fukushima Daiichi nuclear disaster, I can state unequivocally that there is nothing more terrifying than a nuclear catastrophe. Such events are far more frequent than most are willing to acknowledge, and the consequences are both devastating and enduring. It is shortsighted and reckless to prioritize profit over the profound risks posed by nuclear energy.

[@cjwdcjwd6940]

There are car accidents on the road everyday. So society should stop using cars ?

[@joythought]

How many died from radiation in that accident? Hmm? Zero. Everything is just deliberately distorted narratives set to make you fear nuclear energy. Russia has been paying anti-nuclear alarmists for decades so they could get Germans terrified of nuclear. And it worked so now they burn "lignite". That is a nice way of saying "coal". How many people die from coal pollution each year. Look it up. It will shock you. About half a million people died from 1999 until today in America from coal dust: fine particulate matter (PM2.5) from coal power plants, with most occurring between 1999 and 2007 when pollution levels were highest.

[@tvm73827]

@@cjwdcjwd6940 Nuts like you are not worth debating

[@michaelholmes8848]

How many people died in Fukushima? In fact how many have died in all nuclear disasters? Then tell me how many people have died and continue to die on a daily basis producing fossil fuels?

[@tvm73827]

@@michaelholmes8848 The risk of these accidents is that it renders land unusable for generations. Chernoby for instance contaminated about 125,000 Sq Km. Plutonium-242 has a half life of over 300,000 years. We are definitely not talking about an easy-to-solve fallout. Vinod Khosla said several times that climate change and global warming are very solvable problems and with carbon capture technologies can be solved in the foreseeable future. Unfortunately nuclear contamination of soil cannot ever be cleaned. I'm sure you will not want to live in the vicinity of a nuclear reactor if you know any science.

[@stilllearning7434]

clean is such bullshit

[@MRSCharlie]

Am I being obscene or is Maureen's head/skull a weird shape. Is that due to her 30 year tenor at Diablo the reason?

[@michaelholmes8848]

Yeah your being a dick

[@DevinWSimmons]

Go Nuclear!