Rod Adams

70.8K posts

Rod Adams banner
Rod Adams

Rod Adams

@Atomicrod

Enabling humanity to flourish with atomic energy. Managing Partner (VC) at https://t.co/LWzFdU54BL. Join us in investing in #advancednuclear

Trinity, FL Katılım Mart 2008
2.6K Takip Edilen19K Takipçiler
Rod Adams
Rod Adams@Atomicrod·
They are source characteristics. They can be overcome when mixed with other sources on a large grid. But some power sources can supply quality power without assistance. Higher quality power should be able to earn premium pricing. Said a different way, lower quality power should be appropriately priced to make up for the costs it imposes on the system.
English
0
0
0
1
Harris Berton
Harris Berton@HarrisBerton·
@Atomicrod Those are system characteristics that emerge at that level and the cost implications are complex and context specific. You can't use that to compare energy sources any more than you can use LCOE. I am well aware of how complex actual grid ops are, my point is about economics.
English
1
0
0
6
Rod Adams
Rod Adams@Atomicrod·
Worth remembering Cheaper is NOT equivalent to best value. I personally avoid cheap dentists, cheap tires, cheap brakes and cheap steak.
English
7
1
14
1K
Rod Adams
Rod Adams@Atomicrod·
Voltage, frequency , harmonics, reactive power and stability are not automatic. They are the result of many factors and control systems. The system can be interrupted and disturbed. Recovery takes many inputs. Like many grid customers, you’ve been spoiled into a belief system enabled by thousands of hard working people and competent engineering. Additionally, a significant majority of the power requires the continuous addition of raw materials as product ingredients. I’ll grant that a growing portion of generation functions without additional inputs after construction.
English
1
0
0
8
Harris Berton
Harris Berton@HarrisBerton·
@Atomicrod Electricity is not like food in terms of quality levels. It is a commodity at point of consumption and a service during production.
English
1
0
0
15
Rod Adams
Rod Adams@Atomicrod·
@HarrisBerton Even among commodities there are grades of quality. The corn sold for human consumption in a grocery store isn’t the same as the corn used to feed hogs or to make ethanol fuel. Electricity isn’t a service - IMO. Admittedly many experts or self-proclaimed experts disagree.
English
1
0
0
41
Harris Berton
Harris Berton@HarrisBerton·
@Atomicrod It does when you are discussing commodities...that's what makes them commodities... The better argument for what (I think) you are getting at is that energy is a service not a commodity (I agree to a large extent).
English
1
0
1
55
Rod Adams
Rod Adams@Atomicrod·
@EnviWood We’ve been studying radiation and radioactive material effects on human health for a century and a quarter. The effects are well characterized.
English
0
0
0
15
Paul Lumberjack
Paul Lumberjack@EnviWood·
@Atomicrod This doesn't strike me as a useful parallel. MMA polymerization is a well-characterized chemical hazard. Different risk category and regulatory framework from a radiological event.
English
1
0
0
14
Rod Adams
Rod Adams@Atomicrod·
The chemical tank crisis at GKN Aerospace in Garden Grove, CA (Orange County) sounds quite terrifying. 40,000 people have been ordered to evacuate. Some of them have been out of their homes for more than a day. The owners of the facility are not sure how to prevent the tank, which contains about 7,000 gallons of methyl methacrylate, from exploding. As one of few measures available, local fire fighters are spraying the outside of the tank with water to try to cool it down. The tank that is in extremis is just 3 miles from Disneyland in Anaheim, CA. There are many echoes in the situation and actions that can bring back memories of an event that happened near Harrisburg, PA on March 28, 1979. But where is today's Walter Cronkite to make sure that we are all sufficiently informed about the dangers and the unknowns? NY Times gift link in the below
English
3
3
14
3K
Rod Adams
Rod Adams@Atomicrod·
@flexibledragnet Not exactly a "fan." Those are the people who sit in the stands or in front of the TV and watch the action. I like to think of myself as more of an experienced practitioner who is still actively involved in the enterprise.
English
0
0
0
15
💧 David Mitchell
💧 David Mitchell@flexibledragnet·
@Atomicrod I know you are a nuclear boat fan Rod. But my view is that this experience does not translate to the “real” world and has coloured your view of civilian nuclear. I think it is unlikely civilian SMRs will be competitive with wind/solar/batteries. But we will see.
English
1
0
0
9
Rod Adams
Rod Adams@Atomicrod·
I know that nuclear fission can produce a superior energy product. I spent a significant portion of the 1980s living and working in a mobile, off-grid, underwater ecosystem completely powered by a single nuclear reactor. Our system achieved a performance level that was inconceivable for any other source of energy. Both of my boats, BTW, started operating in the early 1960s. But our power system was a little like a Ferrari in that it was a terrific, high performance product with a price tag that was unaffordable for almost everyone. That lack of affordability is addressable and is FINALLY being addressed. It's taken decades and the efforts of thousands to take the necessary actions. Please remember that solar and wind were once extremely expensive niche products as well.
English
1
0
0
22
💧 David Mitchell
💧 David Mitchell@flexibledragnet·
@Atomicrod You want to convince yourself that nuclear is a better “product” even though it is more expensive. I don’t believe you can make that case convincingly anymore (if ever).
English
1
0
0
12
Rod Adams
Rod Adams@Atomicrod·
I'm not sure if you have been paying attention to the actions taken during the past 5 years do address the regulatory and bankability challenges that formerly made all nuclear projects difficult. The past year has been especially productive in this area. Batteries are only a partial solution to the day-night challenge of using large area panels to collect low density energy from the sun. In some ways, the batteries compound the real problem. Solar collectors are idle capital investments when they have no energy to collect. Batteries are also idle much of the time. Due to the inherent physics of charging and discharging, their overall contribution to energy production is negative. (They do not produce any energy, but the heat that is produced in both charging and discharging represents lost energy.)
English
1
0
0
18
David Lund
David Lund@DavidLund6·
@csiroperfidy And the cost of dealing with solar failing every night has dropped by 60%. Ho do you propose that nuclear deals with its regulatory and bankability problems that make nuclear unscalable?
English
1
0
1
25
Geoff Russell Ⓥ
Geoff Russell Ⓥ@csiroperfidy·
A 1,000 MW nuclear plant produces 90% of the time (maintenance and fuel reloading 10%); 1,000 x 0.9 x 24 x 365 = 7.8 million MWh of energy annually. A 1,000 MW solar farm produces energy about 25% of the time 1,000 x 0.25 x 24 x 365 = 2.1 million MWh/year & it fails every night
Chris Meder@EVCurveFuturist

We don’t need to replace 600 EJ of fossil energy. We need to stop wasting it. Fossil systems lose ~2/3 as heat. Electrification delivers energy directly into work, cutting total demand ~40–50%. The transition isn’t bigger than we think. It’s smaller. #SWB evcurvefuturist.com/2025/05/the-pr…

English
19
7
20
1.4K
Rod Adams
Rod Adams@Atomicrod·
Algo changes can have a huge impact on the value of a site that used to be a decent source of timely information. This detailed post from @RnaudBertrand helps to explain why you are seeing less useful information from sources that have established credibility while instead seeing more pictures and material that is maddening enough to make you respond.
Arnaud Bertrand@RnaudBertrand

So I spent some time studying the new Twitter/X algorithm today since the latest version was published about a week ago on Github (#updates--may-15th-2026" target="_blank" rel="nofollow noopener">github.com/xai-org/x-algo…). My goal was to answer why so many people have seemingly seen such a dramatic drop in their posts' reach. The first answer, which is actually somewhat unrelated to the ranking algorithm on Github, is the auto-translate feature, rolled out worldwide on April 7, 2026 (x.com/nikitabier/sta…). Before that date, if you wrote in English about, say, the Trump-Xi Beijing summit, you were competing for attention with maybe 5,000 other English-language accounts writing on geopolitics. After that date, your post is competing for attention with other posts on the same topic IN EVERY LANGUAGE ON EARTH. For some topics that do command global attention like geopolitics, that's a very brutal multiplier: you used to be one of 5,000, you're suddenly one of 50,000 (something of that order): MUCH more difficult to stand out. Secondly, the number of followers you have matters far less than it used to: each post now has to earn its audience reader by reader, on the predicted engagement of the post, and how its topic matches what each reader has recently been engaging with. Here is how the algorithm works, in simple terms: when you, as a reader, open your feed, the algorithm doesn't load "posts from accounts you follow." Instead it runs a 2-stage prediction of what posts you're likely to engage with in that very moment. The first stage is the retrieval stage. The system narrows billions of posts on X/Twitter that day down to roughly 1,500 candidates by matching the semantic content of each post - what it's about - against what you as a reader have recently engaged with. Some candidate posts come from accounts you follow; others are pulled from across the platform by pure topic similarity to your recent interests. You can test this retrieval stage easily: start disproportionally engaging with - say - Brad Pitt videos and you'll bit by bit see your timeline flooded with Brad Pitt content, most of it from accounts you've never followed and never heard of. Then there's the ranking stage. Each of these candidate posts for your feed is fed through a Grok-based model that tries to understand if you'll engage with the post. It looks at 15 engagement metrics: 1) P(favorite) — the reader likes the post 2) P(reply) — the reader replies to it 3) P(repost) — the reader reposts it 4) P(quote) — the reader quote-tweets it 5) P(click) — the reader clicks a link in it 6) P(profile_click) — the reader taps through to your profile 7) P(video_view) — the reader watches the video 8) P(photo_expand) — the reader expands an image 9) P(share) — the reader shares it (DM, off-platform, etc.) 10) P(dwell) — the reader stops scrolling and lingers on the post 11) P(follow_author) — the reader follows you after seeing it 12) P(not_interested) — the reader marks "not interested" 13) P(block_author) — the reader blocks you 14) P(mute_author) — the reader mutes you 15) P(report) — the reader reports the post Fifteen predicted actions, each multiplied by a weight, summed: that sum is the score that determines in which priority a post will be seen among other candidates. Please note that posting something with a video or an image can give your post an advantage as 2 actions are specifically for these: video_view and photo_expand. No video or photo and you don't get a score for these. Also, naturally, having a video maximizes the chance that a user will "dwell" on your post to watch it. Also note that 4 of these actions carry negative weights (not_interested, block_author, mute_author and report): meaning that if the model expects a post to generate a lot of negativity, it'll get de-boosted quite dramatically. But note, first and foremost, what's NOT in there: none of the things that, naively, one might think a serious information platform would weigh. There is no P(this post is true and well-sourced). No P(the author actually knows what they're talking about). No P(this person has spent a decade building a body of work that has held up). No P(this account has earned the right to be taken seriously on this topic). No P(the author has a large following from credible people). The model does not seem to care - at all - about any of that. Every post starts from zero. You could have ten years of rigorous, well-sourced analysis behind you - or you could be just an uneducated rando who registered yesterday. To this algorithm, you're both just a bag of engagement probabilities. Now, sure, to be fair, there is a "brand" effect that's not covered by the algorithm: someone who has in fact built a brand will naturally have better engagement metrics because people recognize their account. But that's an indirect, second-order effect. And crucially, it's legacy: those "brands" were built under earlier versions of the algorithm that gave followers and reputation more weight. Lastly, several other features of the new algorithm compound the dilution, none of them visible from outside but all consequential. The May 15 update added an "impression bloom filter," tightening the rule that once a reader has been served a post, the system won't serve it to them again. Before, a strong post could marinate in someone's feed across multiple refreshes and accumulate engagement on the second or third pass. Now it basically gets one shot. Also, your own posts compete with each other. An "Author Diversity Scorer" inside the ranking stage attenuates the score of every subsequent post of yours that ends up in a reader's candidate pool. In plain terms: if multiple of your posts land in a reader's candidate pool, the system shows one at full strength and dampens the others. So don't post several times consecutively on the same topic. And, last but not least, another huge impact on reach is that, in the old algorithm, when someone reposted or quote-tweeted you, your post was broadcast to their followers' timelines - a repost from an account with 100,000 followers was a huge boost. In the new algorithm, that mechanism is vastly demoted: reposts - like every post - need to go through the retrieval and ranking stage mentioned above, so a repost from a big account is a long way from the boost it used to be. This is especially brutal for low-effort quote tweets, which used to function as cheap amplification: now they often can't even clear the retrieval stage - they simply don't contain enough novel semantic content for the system to match them to anyone's interests. So, putting it all together, the reach collapse comes from many forces stacking at once: - Auto-translate makes your posts compete for attention against an order of magnitude more content - The retrieval stage matches posts by topic, not by who follows you - The ranking stage scores purely on predicted engagement with no weight for credibility, expertise, or track record - The bloom filter narrows every post's window to one strong shot - The diversity scorer penalizes prolific posting - Reposts no longer carry much distribution power Each of these alone would dent your reach. Combined, they amount to a complete reset: your audience that you built painstakingly over years basically doesn't matter much anymore, and it's much - much - harder to stand out even if you're a big account. People structurally rewarded by this algorithm are folks who: - Post visually (videos/images) - Post on globally popular topics because they clear the retrieval stage easily - Provoke strong emotional reactions - likes, replies, reposts - Don't care about accuracy or seriousness because the algorithm doesn't measure it - Don't care about their existing audience because every post is judged in isolation anyway In short this new algorithm, like so many on social media, is all about maximizing whether people will engage with something - not about whether they should.

English
1
0
2
602
Rod Adams
Rod Adams@Atomicrod·
That's a good question. I've read a number of articles that attempt to explain the situation; they almost universally start with how operators and firefighters responded to a tank that was overheating and bulging. Access valves that would enable the injection of neutralizing agents are described as "gummed up." So far, I haven't found anything that explains the actual cause of the fluid heating and the related expansion that is putting pressure on the tank. Let's keep looking.
English
1
0
1
18
Ivan Kolev
Ivan Kolev@igkolev·
@Atomicrod Methyl methacrylate is known to be "self-healing" liquid because of spontaneous exothermic polymerization. But it's used all over the world and there are number of safety measures to store it. Is it known which of those safety barriers failed to cause overheating?
English
1
0
0
26
Rod Adams
Rod Adams@Atomicrod·
It's often sloughed off, but one of the most important reactions to the 1970s fuel shocks was a rapid deployment of nuclear power plants. In Japan, Taiwan, France, Sweden, Belgium and several areas of the US, oil burning power plants supplied a significant portion of electricity consumption. By the mid 1980s, nuclear power was providing the world with the energy equivalent of about 9 million barrels of oil per day. That production played a supporting role in the 1986 collapse of oil prices from about $40/barrel to a long stretch of less than $20/barrel. During that period of calm from 1986-1999 nuclear power continued to grow - a bit more slowly - to reach its current level of about 12 million barrels of oil per day equivalent. Can you see why I repeatedly assert that hydrocarbon interests really disliked nuclear power and its intrusive effects on the world energy markets?
English
0
0
0
40
Chris Meder
Chris Meder@EVCurveFuturist·
Fair points. In the short term, high oil prices can absolutely be painful and inflationary. That's been true in every major oil shock. Where I think today differs from the 1970s is that we finally have viable alternatives. Consumers, fleets and businesses now have options that simply didn't exist at scale during previous crises. Every spike in fuel costs improves the relative economics of EVs, EV trucks, solar and batteries, even if higher interest rates create headwinds elsewhere. I also suspect the impact won't be uniform. Utility-scale projects may face higher capital costs, but rooftop solar, behind-the-meter batteries and vehicle electrification are often driven by avoided fuel costs and energy security as much as financing conditions. For many households and fleets, reducing exposure to volatile fuel markets becomes part of the investment case. The vulnerable unfortunately do bear the brunt of these shocks, and I agree that's a real concern. But that's also why reducing dependence on imported fossil fuels matters. The less exposed we are to geopolitical chokepoints and commodity price spikes, the less often entire economies get dragged along for the ride.
English
1
0
1
81
Chris Meder
Chris Meder@EVCurveFuturist·
Oil inventories are falling at the fastest rate in years, but the bigger story isn't today's stock draw. Every supply shock reminds the world why electrification, batteries and domestic renewable energy are strategically valuable. The less dependent an economy is on imported oil, the less vulnerable it becomes to events beyond its control. Could this simply be cost curve gravity at work? Years of underinvestment, project delays and declining mature fields eventually show up somewhere. First inventories fall. Then prices rise. The irony is that every oil price spike strengthens the economics of the technologies replacing it. Higher fuel prices inevitably accelerate EV adoption, EV trucks, rooftop solar, behind-the-meter batteries and grid-scale storage as households, businesses and fleets look for ways to reduce exposure to volatile oil markets. For the first time in our industrial age, humanity has an off-ramp. Previous oil shocks left us with few alternatives. Today we can electrify transport, generate power locally and store energy at scale. Markets have a funny way of solving shortages: they accelerate disruption.
Chris Meder tweet media
English
10
40
99
4.8K
Rod Adams
Rod Adams@Atomicrod·
@huntster10 My point is that I would not select a dentist based on price. I'd use a number of different selection criteria with total cost of service being on the list but well down on my priorities.
English
0
0
0
28
Brian Hunt
Brian Hunt@huntster10·
@Atomicrod Agree with all your other points, but have you actually experienced dental quality correlating with price? It certainly might 'feel' like that but we need a better way to review dentists and track their quality of work - not just how much they charge out the door.
English
1
0
0
30
Rod Adams
Rod Adams@Atomicrod·
@Tradure24 Sure it can. But I would choose it because it is delicious, not because it is cheap.
English
1
0
0
20
Rod Adams retweetledi
isabelle 🪐
isabelle 🪐@isabelleboemeke·
Happy Nuclear EO Day! One year ago today, President Trump signed four executive orders to slash red tape and accelerate nuclear reactor deployment, igniting America’s nuclear renaissance. One of those orders set an ambitious mandate: several startups must turn on their reactors and achieve criticality by July 4, 2026. Many called it impossible on this timeline. We’re about to find out who was right!
U.S. Department of Energy@ENERGY

Last year, President Trump issued four historic executive orders to revitalize the U.S. nuclear energy industry. Since then, we’ve seen an unprecedented transformation in the nation’s approach to delivering more nuclear power.

English
1
2
33
4.1K
Rod Adams
Rod Adams@Atomicrod·
A power station using 10 reactors, each generating 100MWe has achieved the “economy of scale” at least as well as a single 1,000 MWe reactor. Arguably, given the proven diseconomy of single unit sites, the 10 unit site might be more economical. Add to that the economy of simplification that could be achieved…
English
1
0
1
31
Jeffcafe, private detective
@pmarca Not convinced SMRs will win out. Once you favor economies of scale, you’re back to the logic of large scale designs. SMRs have other utility, but their *primary* utility in theory has always been to bypass Federal red tape. But if government is on board with new nuclear anyway…
English
1
0
0
2.3K
Marc Andreessen 🇺🇸
Whitepill.
MTS@MTSlive

SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What @ckoopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run around the clock • Chris says you probably don’t get the nuclear renaissance without the data-center build-out • The next unlock is small modular reactor rulemaking • After that, the question becomes how fast America can build

English
51
49
653
119.5K