Decouple

• How China Builds Reactors So Fast

  This week I sit back down with François Morin in his third appearance on the show. François is the World Nuclear Association’s point person on China. He works and travels inside China, speaks fluent Mandarin, and spends time at the conventional and advanced reactor sites that the rest of us argue about on Twitter. We cover how quickly China is really building nuclear power compared to the heyday of the French Mesmer plan, how that compares to Chinese coal and gas deployment, why Chinese nuclear is still mostly coastal, and the use case, build times and performance of the so-called “advanced reactors” that China is operating while Western startups are still in the powerpoint phase pitching to investors.Watch the full conversation on YouTube.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz • Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4 • Overcast: https://overcast.fm/itunes1516526694/decouple • Pocket Casts: https://pca.st/ehbfrn44 • RSS: https://anchor.fm/s/23775178/podcast/rss Website: https://www.decouple.media

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• Engineering State v. Lawyerly Society

  This week on Decouple, I sit down with Dan Wang, a research fellow at Stanford’s Hoover History Lab and author of "Breakneck: China’s Quest to Engineer the Future." We trace how China became an “engineering state” while America turned into a “lawyerly society,” and what that means for infrastructure, energy, industry, birthrates, social security, and human lives. From Guizhou’s skyways to Jane Jacobs’ shadow over North American cities, Wang shows the upside of abundant state capacity and the dark side of excessive control.Buy Breakneck: https://danwang.co/breakneck/

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• Where Is Nature Going?

  This week, we zoom out to the broader intellectual themes that shaped Decouple’s origins five years ago. I’m joined by Jesse Ausubel, a visionary in sustainability and biodiversity research and the Director of the Program for the Human Environment at The Rockefeller University in New York City. In his long career, Ausubel pioneered the modern study of decarbonization and dematerialization in the late 1980s and early 1990s. He helped organize the first UN World Climate Conference in 1979 and spent the 1980s at the National Academies formulating U.S. and global climate research programs. In parallel, he has led major biodiversity initiatives including the decade-long Census of Marine Life, the DNA Barcode of Life project, and continues surveying ocean biodiversity using environmental DNA.In this conversation, Ausubel shows how the simple framework of logistic S-curves can illuminate fundamental trends across complex systems, including energy systems. Through this lens, we discuss the “environmental trifecta” of land-sparing, decarbonization, and dematerialization, and we explore whether apparent counter-trends challenge Ausubel’s framework. Suffusing the interview is Ausubel’s belief in the wisdom of long-term thinking and objectivity: simple, insightful frameworks are a starting point for admitting much-needed complexity into our worldviews. Join us in this rare examination of the mental models that claim to predict our environmental future.

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• Handling the Heat

  Process heat accounts for two-thirds of industrial emissions. Yet talk of decarbonization often misses the engineering realities that separate viable solutions from expensive dead ends. To understand process heat and the technologies capable of providing it, I’m joined by returning guest Jesse Huebsch, a process engineer specializing in chemical plants. Our conversation ranges from steel and cement to plastics and ammonia, examining which processes can be electrified, where steam dominates, and why the most advanced high-temperature reactor designs may not be the answer.

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• Nuclear Meme Stocks

  Nuclear has entered its meme stock moment. Last week, Oklo hit a market capitalization of $20.7 billion—more than established nuclear giants BWXT, Curtiss-Wright, and AtkinsRéalis—despite having zero revenue, no NRC design certification, and a rejected license application. In my conversation with returning guest Michael Seely, aka AtomicBlender, we examine this preposterous valuation built on glossy renderings rather than demonstrated readiness. If Rosatom, with 70 years of R&D and thousands of specialized engineers, struggles to make sodium fast reactors commercially viable, how will a Silicon Valley startup accomplish it in two years? When this bubble bursts, the entire nuclear renaissance may pay the price.

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