Scott Nolan - CEO of General Matter on Uranium Enrichment | SRS #211

Jun 23, 2025 Shawn Ryan Show
Scott Nolan is the CEO of General Matter, enriching uranium in America to reshore domestic nuclear fuel capacity and power the American energy production needed to lead in AI, manufacturing, and other critical industries. General Matter is backed by Founders Fund, the first institutional investor in SpaceX, Palantir, and Anduril.Scott is also a partner at Founders Fund, where for the past 13 years he led hardtech investments across energy, infrastructure, manufacturing, aerospace, and defense.
Companies Scott has worked with include SpaceX, Neuralink, Crusoe Energy, Planet Labs, The Boring Company, Nubank, Impulse Space, and Radiant Nuclear. Previously, Scott was an early engineer at SpaceX, where he helped develop the Merlin engine systems and Dragon capsule. He earned his Master’s and Bachelor’s degrees in Mechanical and Aerospace Engineering from Cornell University, and his MBA from Stanford University.

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⁠Scott Nolan Links:
LinkedIn - ⁠ / scottpnolan⁠
X - ⁠https://x.com/ScottNolan⁠
General Matter - ⁠https://www.generalmatter.com⁠
X - ⁠https://x.com/generalmatter⁠
Founders Fund - ⁠https://foundersfund.com

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00:00 Introduction & Guest Welcome
01:16 Scott Nolan’s Background
03:32 Audience Questions & Dune Analogy
05:33 Why Nuclear Energy Matters
10:37 Nuclear Safety & Global Impact
20:26 AI Energy Demand & Next-Gen Reactors
24:26 General Matter & U.S. Enrichment
42:02 Building a Nuclear Startup
45:39 Government Support & Production Goals
50:21 Addressing Nuclear Waste
01:07:33 The Future of Nuclear Energy
01:25:13 Uranium Supply & Global Shifts
01:34:13 Reactor Innovation & Space Energy
01:45:22 SpaceX, Venture Capital & Founders Fund
02:08:16 Closing Thoughts on Future Challenges