
This cool memento for the speakers at the J.P.Morgan AIS conference just arrived.
I commented on some of Bill Gates’ remarks earlier, while the memories were still fresh.
It was an unusual experience to take questions from this particular audience, which they introduced as having $300B of aggregate net worth. They cold called Magic Johnson. Michal Milken hit me with a detailed question about a 1968 JP Morgan report suggesting that digital computing would be a great investment theme, but was it really? George Lucas introduced himself: “I am just a humble client.”
Gates was quite excited about the progress of Terrapower (Nathan’s new nuclear reactor company). China is moving forward with a trial, and the system may come online by 2025. The competition is cheap natural gas. He hopes they can undercut gas, even without the 40% burden of carbon capture if we made gas clean.

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