This week, I invited Angelica Oung on the show to talk about one of my favorite topics: Nuclear Energy. She is able to give us a very detailed explanation of the nuclear power situation in Taiwan as well as grid situation as a whole. I’m super glad to hear the anti-nuclear stance of the DPP, since I had no idea of its history with that.

Also, I was really glad to talk to her about the craziness around American VC money going into SMRs and the progress around thorium molten salt reactors in China as well as fusion reactor.

We finished up with the evolution in our view toward mainland and on her recent trip to mainland China. You can see Angelica’s most recent substack here on her interview with François Moran as well as her other hot takes on all things Taiwan and China.

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