EPISODE 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance
@JTLonsdale sits down with @ScottNolan
Lessons from SpaceX early days; building @GeneralMatter; why we rely on Russia; how we fell behind China; nuclear power in space; and more!
(00:00) Episode intro
(01:20) Boeing vs SpaceX / lessons on speed & performance
(05:20) What made SpaceX unique?
(09:05) General Matter / how to make nuclear fuel
(16:45) Disarmament and relying on Russia
(19:50) The AI energy crisis / falling behind China
(24:30) Founders Fund & energy investing
(27:15) How to scale nuclear energy
(32:00) How to fund the nuclear buildout
(36:15) Nuclear in space & new possibilities
NEW: @JTLonsdale flips AI regulation debate on its head
@MariaBartiromo: AI is moving faster than regulation. Does that concern you?
Joe: What I'm concerned by is that AI is moving faster than the ability for the government to allow us to do this.
AI is helping cure all these new diseases... But we have an FDA that's not letting us save lives...
The FDA is not set up for the AI age. It's set up to let China take over the sector...
There are more big [pharma] deals buying Chinese drugs [than U.S. drugs]; there are more clinical trials going on in China.
We need a leader of the FDA that will push back on the bureaucracy, that will say, we are going to both be safe and we're going to go faster and save more lives.
2026 is a fun time to build!
We’re looking to hire more top talent:
1) Social media writer - Help us win the war of ideas. You are an X-native patriot, intuit its molecular physics, write with a real voice, and care more about teaching and inspiring than chasing clicks.
2) Technical builder - we have a running list of media-adjacent companies and tools I've wanted to create for years. You build with AI tools daily, push the limits of what's newly possible, and are committed to the ideas that make our civilization great.
Email [email protected] to apply; we’re only considering full-time hires with integrity who are eager to work hard.
America turns 250 this year, and it’s a great time to celebrate our exceptional civilization. Help us teach and build with ideas and principles to unite and inspire us all to make its next chapters even brighter 🇺🇸.
1/ US biotech is in crisis, right before AI should be saving millions.
China is stealing away our industry and has surpassed the US in blockbuster pharma deals.
The next FDA Commissioner must be a fighter, and have a plan to overhaul the agency, beat China, and unleash cures.
Is USA’s wealth tied to slavery? Are racial disparities due to past injustice?
These are difficult questions, often weaponized to divide Americans.
@coldxman and his @uaustinorg course are a model for teaching a complex & heated topic in a way that unites, and moves us forward.
EPISODE 156: Coleman Hughes Takes on America's Most Contentious Debate
@JTLonsdale sits down with @coldxman to discuss his new @uaustinorg course: "The Legacy of Slavery"
(00:00) Episode intro
(01:40) Teaching the Legacy of Slavery
(06:20) Coleman's journey from Columbia to UATX
(08:30) Dr. King vs Derrick Bell
(11:20) Racial disparities by IQ and salary
(13:00) Thomas Sowell & the Real History of Slavery
(19:00) America's Founding Hypocrisy
(24:00) Will the Left cancel Dr. King?
(26:20) Understanding the 1619 Project
(30:25) Breakdown of the black family
(37:20) Is America wealthy because of slavery?
(43:50) Are you worried about woke AI?
(45:40) Three solutions for racial progress
One of the problems we have in public policy is that wonks don’t give any consideration to how their ideas will collide with actual human behavior. Take our Trump Accounts. There are millions of parents who will in theory benefit enormously from this investment in their kids’ future, but the policy does no good if parents never find out how to sign up for it.
From day one of our administration we’ve tried to think outside the box on problems like this. That’s why Elon recruited the best and brightest engineers and designers to help us make government more efficient. Some of those same exceptional design and software talents, under @jgebbia’s leadership, have been working for months at National Design Studio on a different problem: making government programs like the Trump Accounts more user friendly.
With the Trump Accounts we’ve met people where they are. Instead of expecting them to navigate a ton of complicated forms on https://t.co/4MbCJUKklg, we’ve built out a simple, easy-to-use app to sign parents up. The app helps us market the program and sign up users, and deploying it this early does something else: it gives our engineers a pilot program to test out Treasury’s digital back-end systems and iron out kinks in advance of the delivery of the funds later this summer. So, parents, sign up now, and help us invest in your kids for tomorrow.
Because great policy only works when people can actually use it. That is the power of design. When government is easier to understand, easier to navigate, and easier to trust, people benefit. The American experience should be as great as the American promise.
Uncapped with @JTLonsdale, one of the most prolific builders and investors in tech.
Timestamps:
(0:00) Intro
(0:32) Why Joe keeps building
(3:53) Consensus and right
(5:39) What Palantir got right
(6:53) Pulling forward innovation
(9:32) AI vs social media
(12:23) Making AI work for America
(18:03) Department of War
(21:16) Betting on defense
(26:51) Robotics, bio, and energy
(32:16) Investing in the AI era
(35:38) Peptides opportunity
(38:35) Texas vs California
(40:12) Political correctness
"We have never encountered a time when a technology led to mass unemployment.
The PC revolution gave birth to the software industry -- it displaced 3.5 million jobs but actually created 19 million jobs in America."
@UnderSecE@jacobhelberg responds to the AI doomers.
@JTLonsdale: If you look at the polling, many people are skeptical of AI in the US... What's the optimistic case for AI?
Jacob Helberg: In the history of human civilization, we have never encountered a time when you had a technology that led to mass unemployment.
The debate on on the future of work -- I think you can look back at history...
If you look at the computer revolution, people would have said that personal computers would have put a lot of secretaries out of work, but in reality the PC revolution gave birth to the software industry.
It displaced three and a half million jobs but it actually created 19 million jobs in America."
"All told, a remarkable two-thirds of the Valley’s nearly 400,000 tech jobs are now held by those born abroad, according to a 2025 report from the think tank Joint Venture Silicon Valley." https://t.co/HHzvP36k8f