Invest Like the Best
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
April 14, 20261h 15m · 15,576 words
Show notes
Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he started one. General Matter is rebuilding US uranium enrichment. The United States was the world leader in enrichment through the 1980s and then stopped entirely.
Highlighted moments
every one of those interfaces that crosses another company is typically a fixed interface that's not going to move very quickly and so you have to treat it as fixed and so everyone's designing their individual piece against preconceived interface requirements and you end up with a really calcified architecture
“the percent of the team that's nuclear engineers is single digits we're not doing a reactor there's actually no nuclear reactions in our process”
“worst case there's an existing market we can start a business there and time is then on our side for when and if nuclear grows”
Transcript
Transcript not available for this episode yet.
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