Scott Nolan @ScottNolan
Founder and CEO @GeneralMatter, partner @FoundersFund, early engineer @SpaceX. California, USA Joined April 2008-
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Everything in the economy depends on energy. Economic growth depends on energy growth. We are ending the bottleneck in nuclear energy: fuel. Thank you to @jakepaul and @GovAndyBeshear for joining us in Paducah and your support of what we're building.
America needs to build again. @ScottNolan @generalmatter is rebuilding a safe and clean nuclear fuel supply chain here at home. energy is national security and we @antifund @geoffwoo are proud investors and backers of Scott & General Matter on leading the way
Yesterday we celebrated the progress being made on the largest investment in Western Kentucky history with General Matter. This $1.5 billion investment will create 140 good-paying jobs, delivering more opportunity to hardworking Kentuckians in Paducah and beyond.
The next 250 years of the American project should be unimaginably abundant, if we can keep it. Read Scott Nolan's vision for America's Next 250 in today's Not Boring.
America's first 250 years took us from candlelight to satellites. America's next 250 will be even more incredible.
America's Next 250 by @ScottNolan notboring.co/p/americas-nex…
Energy is upstream of all economic activity. The correlation across societies is under-appreciated. See below. Clean, safe, low cost energy production and will inevitably be used to improve people's lives. @JTLonsdale thanks for the fun and wide-ranging conversation.
In the 1980s, the US produced 80% of global enriched uranium. Today that number is zero -- and we rely on Russia instead! @ScottNolan & @generalmatter are solving this crisis; he’s jumpstarting America's nuclear renaissance, and makes us all more bullish on its scale & speed.
@MarkWhittington A nuclear-powered future for @NASA exploration is inevitable. SR-1 Freedom is just the beginning 🇺🇸
Today is the one year anniversary of the nuclear executive orders. Since then, @ENERGY and @SecretaryWright have been unlocking the nuclear future we were once promised. For the private sector 99%+ of the work remains, but an abundant, high-energy sci-fi future is ahead.
My first interview with US Secretary of Energy @SecretaryWright and @ScottNolan, Founder of @generalmatter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the
Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.
Japan is one of America’s closest allies and is turning its nuclear reactors back on. The goal: 20% of the grid by 2030. As we restore US enrichment and meet domestic demand, with the support of @EximBankUS we are ready to help Japan secure the fuel it needs.
Scott Nolan (@ScottNolan ) was employee ~30 at SpaceX. He spent over a decade at Founders Fund backing Anduril, Radiant, and Crusoe Energy. In 2023, he went looking for a company enriching uranium domestically. There was none. So he started General Matter (@generalmatter ). The
Enrichment is coming home, and now even sooner. @ENERGY has selected General Matter for the Nuclear Energy Launch Pad, a program that expands DOE authorization to the fuel supply chain and other nuclear technologies. inl.gov/news-release/n…
We enrich to solve the ultimate bottleneck: energy
*New Lecture* Stanford @frontiersystems '26, Session 8 (Full Video) Energy Bottlenecks with @ScottNolan from @generalmatter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan
.@patrick_oshag Thanks for having me on, and for the extreme degree of presence and thoughtfulness throughout the conversation. To prevent the historical record from slowly drifting, I was “just” an intern in 2003 (team member 30-something) and went full time at SpaceX in 2004 (50-something). I once believed a company was big when it hit 50 people, but that was obviously wrong. The first 100 is the first 1% of a 10k person company. When a company has many chapters in its future, it’s always the early days. Scale invariance is a powerful thing.
.@ScottNolan started his career as employee 30 at SpaceX. He left to join Founders Fund after Peter Thiel recruited him personally in 2011, and spent the next 12 years backing companies like SpaceX, Anduril, Radiant, and Crusoe Energy. The through line across all of it, and the
Allied demand for American nuclear fuel accelerates everything we're building here in the US. Thank you to our partners at @EximBankUS and NEDC for supporting us as we expand abroad.
Unreal numbers 👀⚡️ "JPMorgan estimates that, had Germany not phased out nuclear power, the country would have generated 50% less electricity from fossil fuels and 84% less electricity from natural gas in 2024. Electricity prices in Germany would have been around 25% lower, and the country would have imported half as much electricity.."
Great to see hyperscalers making commitments to BYOE at yesterday’s @WhiteHouse Ratepayer Protection Pledge. By drafting off generational investment, we can align the interests of data centers and their communities to ensure the US leads in AI. Our perspective on BYOE: x.com/generalmatter/…
Under @POTUS leadership, the biggest AI companies in the world are committing to the Ratepayer Protection Pledge. Data centers are the foundation of the internet and next generation technologies, supporting the U.S. economy and national security. Although electricity demand is
Electricity output is the single best proxy for industrial capacity
🇨🇳 China now generates 40% more electricity than the US and EU combined.
BYOE, the net positive energy proposal:
We can leverage investment in compute to meaningfully grow the grid for the first time in decades. Here's how:
Energy is the root of all economic activity, and fuel is the bottleneck. Thanks for digging in @mariogabriele. For anyone who wants to help end the bottleneck, @generalmatter is hiring in LA, western KY and central WA. High-agency engineers, builders and operators wanted.
America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today? We've fallen to last place. As we approach the January 2028 ban on Russian uranium, the United States is facing a massive fuel crisis. If we don't reshore this
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