A lot of Americans don't realize that electricity demand in the US is growing very slowly and maybe not at all. Growth projections to 2050 continue to look abou

A lot of Americans don't realize that electricity demand in the US is growing very slowly and maybe not at all. Growth projections to 2050 continue to look about the same as recent years: Under 1% per year. AI isn't moving the needle. We need to continue to replace coal plants. But those are down to 16% of supply. Renewables are growing at 9% per year. No crisis detected. On HN we're maximally exposed to the perhaps wishful thinking of people who have invested in SMRs, which are less economically efficient than conventional nuclear power plants, which suffer from high project risk. I'm glad people like Bill Gates are investing in new generation nuclear technology. He can afford to not make money on that anytime soon.