• This is great, goes into a lot of detail. Surprisingly didn't align completely with my priors.
  
• Also - the 1970s again!? - what is it with this decade?
• Interesting that the "zeroism" that we're seeing today in some places with covid was also at play with nuclear.
• Found the analogy with the air travel industry particularly interesting - makes you reassess how you view airplane crashes and how careful that industry is in general.
• "To avoid global warming, the world needs to massively reduce CO 2 emissions. But to end poverty, the world needs massive amounts of energy"
• "The proximal cause of nuclear‘s flop is that it is expensive"
• "Overcautious regulation interacted with economic history in a particular way in the mid–20th century that played out very badly for the nuclear industry."
• "The irrational fear of very low doses of radiation leads to the idea that any reactor core damage, leading to any level whatsoever of radiation release, would be a major public health hazard. This has led the entire nuclear complex to foist upon the public a huge lie: that such a release is virtually impossible and will never happen, or with a frequency of less than one in a million reactor-years."

An inspiring overview of what's to come in the next decade. Some highlights.
- Paraphrased: The Great Stagnation is over. The roaring twenties are just beginning.
- Energy
- "Batteries will never match fossil fuels’ energy density" - "Commercial aviation can’t electrify"
- Nuclear fusion possible but still a decade out.
- Geothermal seems most interesting.
- Transportation
- Urban air mobility - likely non-viable if pilot is required so automation (and regulation) will be key.
- Nationwide Hyperloop probably a decade out.
- Space
- "Trade (on Earth) is roughly inverse-linear in transport costs."
- SpaceX is incredibly impressive
- Starlink - won't serve cities - will serve 3% of market that's not currently served - still $72b market.
- Thesis - SpaceX uses Starlink revenue to accelerate Mars projects
- "The 2020s will be the decade that makes or breaks cryptocurrency"
- By the middle of the decade, augmented reality will be widely deployed, in the same way that smart watches are today.
- Glasses will be computing devices. Every big tech company has a glasses project at a relatively mature stage in the lab today.