Crémieux Profile picture
Mar 28, 2024 9 tweets 4 min read Read on X
The American nuclear industry illustrates negative learning: the costs of plants have increased over time.

But this is not nuclear's fault. Almost everywhere else, the learning rate is positive: costs decline as the industry gains experience building!

🧵

Consider France:Image
The U.S. has really only been experiencing cost overruns since the Three Mile Island incident, and the reason has to do with the industry becoming overregulated as a result of the public outcry that ensued. Image
In general, nuclear cost overruns are driven by indirect costs, like having to hire more safety professionals due to added regulatory burdens.

Those explain 72% of the price hike in the U.S., 1976-87: Image
In a more recent OECD report on nuclear from 2020, it was noted that "indirect cost[s] are the main driver of these cost overruns" and 80% of those indirect costs are attributable to largely unnecessary labor. Image
The regulatory costs levied against nuclear are so extreme that they can make components cost 50 times what they should, like in the case of 75 mm stainless steel gate valves.

The main factor differentiating nuclear and industrial grade? Unnecessary quality certification. Image
The question is less "Why is nuclear expensive?" and more "Why is nuclear overregulated?"

And the reason isn't clear-cut. It's obvious it's not so simple as saying "ALARA!", since many countries manage positive learning despite sticking to the same philosophy.
It's more likely a combination of factors involving activism

Thanks to activism, the U.S. nuclear fleet won't achieve French emission levels because, under the Carter administration, activists managed to get reprocessing banned, tarring nuclear's reputation via the 'waste' issue
In any case, nuclear remains a viable option for cleanly powering the future, and continued research into it is necessary for taking us into the stars.

Moreover, for consumers, it remains beneficial ($!) so long as intermittent forms of generation are, well, intermittent.
There's more that can be said, but I'll cut it off there

Sources:







To read way more on this, check out this IFP piece:

And a Construction Physics favorite: oecd-nea.org/upload/docs/ap…
sciencedirect.com/science/articl…
sciencedirect.com/science/articl…
ifp.org/nuclear-power-…
construction-physics.com/p/why-are-nucl…

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More from @cremieuxrecueil

May 26
As a recap on my appearance, Eli Lilly is pursuing:

- A one-dose drug for preventing most heart disease
- A vaccine for chlamydia
- A vaccine for gonorrhea
- A vaccine for Epstein-Barr
- A drug that lets you stay awake longer and feel more rested

It's a golden age of pharma! Image
And remember, Eli Lilly's big break historically was the University of Toronto licensing them to produce insulin.

They started off by giving it out for free, saving the world's diabetics at a time when there was no treatment available.

They've always been a force for good. Image
I think

- The heart disease drug will succeed
-- Will it commercialize? It can, easily. But I'm 50/50 due to the competition
- Chlamydia and gonorrhea vax will succeed, but I don't see much commercial potential with Lilly
- EBV vaccine will fail with Lilly, succeed eventually
Read 5 tweets
May 25
Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion! Image
Almost all of the side effects were just things you see with any infusion. Some people react poorly to needles and having to sit for a while🤷‍♀️

And that's what we expect, because the people with good PCSK9 genes naturally are totally fine. This therapy catches the rest of us up!
This is amazing stuff, beating drug administration because it's permanent, and it only gets better from here.

We are going to get so healthy, so fast. Our grandkids are going to hear about heart attacks and have never actually seen one.

Source: nejm.org/doi/full/10.10…
Read 5 tweets
May 24
Are White women the primary beneficiaries of affirmative action?

That's a real claim that's commonly advanced by journalists, and the claim has gone so far that it's even made its way into academic publications and policy.

But the claim is completely false🧵 Image
This claim doesn't make a lot of sense. After all, shouldn't the primary beneficiaries of affirmative action be the people who the policies primarily target?

In America, that's African Americans and, among them, women get an added benefit. How could it be Whites? Image
To figure out where the claim comes from, I started reading supposed sources.

Often enough, journalists will just take the claim for granted without providing *any* source.

It's just tacit knowledge now, and that's not good!

Then, when you hit a source, it's not supportive: Image
Read 13 tweets
May 7
World War I devastated Britain and likely slowed down its technological progress🧵

The reason being, the youth are the engine of innovation.

Areas that saw more deaths saw larger declines in patenting in the years following the war. Image
To figure out the innovation effects of losing a large portion of a generation's young men who were just coming into the primes of their lives, the authors needed four pieces of data.

The first were the numbers and pre-war locations of soldiers who died. Image
The next components were the numbers and locations of patent filings.

If you look at both graphs, you see obvious total population effects. So, areas must be normalized. Image
Read 12 tweets
May 5
New Pangram validation!

You know how most books on Amazon are AI slop now? If you didn't, look at the publication numbers.

Compare those to the proportion Pangram flags as AI-generated. It's fully aligned with the implied numbers based on the rise over 2022 publication levels! Image
Similarly, the rise of pro se litigants has come with a rise in case filings detected as being AI-generated, and with virtually zero false-positives before AI was around.

You can also see the rise of AI-generated text and yet more evidence for Pangram's validity from looking at different journalists.

Large portions of the journalistic profession are lazy, so they cheat when they can.

For example, the Guardian's Bryan Graham = slop Image
Read 9 tweets
May 3
Pierre Guillaume Frédéric le Play argued that France's early fertility decline was driven by its inheritance reforms, where estates had to be split up equally to all of the kids, including the girls.

There's likely something to this!🧵 Image
For reference, the French Revolution ushered in a number of egalitarian laws.

A major example of these had to do with inheritance, and in particular with partibility.

In some areas of France, there was partible inheritance, and in others, it was impartible. Image
Partible inheritance refers to inheritance spread among all of a person's heirs, sometimes including girls, sometimes not.

Impartible inheritance on the other hands refers to the situation where the head of an estate can nominate a particular heir to get all or a select portion. Image
Read 11 tweets

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