Carly Anderson
Founder and managing director, Timescale VC
“You can't understate the importance of hyperscalers and data center builders to opening up these new markets and creating the conditions for a nuclear renaissance because you really do need somebody who's willing to sign a 20 year PPA for $100 per megawatt hour. And that didn't exist until a couple of years ago.”
“We're looking at designs on the smaller end where you could deploy in less than two years, ideally on months. A typical data center is going. One building maybe goes up in nine months at this point. And you really want your power generation systems to be able to match that timeline. So mass manufacturing love to see that coming out of companies like Alloatomics”
Carly Anderson
One-line summary: PhD chemical engineer; energy deep-tech VC. Tracked for SMR/mass-manufacturing and hyperscaler nuclear-PPA claims.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On pjm-capacity-prices-to-nuclear-premium, nuclear-baseload-for-ai-data-centers:
"You can't understate the importance of hyperscalers and data center builders to opening up these new markets and creating the conditions for a nuclear renaissance because you really do need somebody who's willing to sign a 20 year PPA for $100 per megawatt hour. And that didn't exist until a couple of years ago." — 2026-09-03-podcast-macro-voices-macrovoices-548-dr-carly-anderson-emerging-energy (2026-09-03)
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On pjm-capacity-prices-to-nuclear-premium, nuclear-baseload-for-ai-data-centers:
"We're looking at designs on the smaller end where you could deploy in less than two years, ideally on months. A typical data center is going. One building maybe goes up in nine months at this point. And you really want your power generation systems to be able to match that timeline. So mass manufacturing love to see that coming out of companies like Alloatomics" — 2026-09-03-podcast-macro-voices-macrovoices-548-dr-carly-anderson-emerging-energy (2026-09-03)
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