Épisodes

  • AI Booms, Industry Shakeouts, and Smart Bets (ft. Prof. Paul Nary)
    Dec 19 2025

    In the 47th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome Professor Paul Nary of the Wharton School at the University of Pennsylvania to unpack how major industries evolve when a new technology takes over. They explore classic boom and bust patterns, what signals a shakeout, and why predicting timing is so hard even when the signs are obvious. The conversation shifts to AI platforms, energy as the real constraint, and how firms build a prudent portfolio of investments, partnerships, and acquisitions to preserve optionality without betting the company. They close by connecting vertical integration, thin markets, and uncertainty management to real examples from electric vehicles, computing, and the race to build infrastructure fast enough. Tune in for a sharp, framework-driven conversation on AI, energy bottlenecks, and corporate strategy.

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    1 h et 23 min
  • AI, Embeddings, and Why Regulatory Retrieval Fails
    Dec 10 2025

    In the 46th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous break down their new research on how large language models struggle with nuclear regulation. They open with a recap of closed-door briefings at the Canadian Nuclear Association and the Canadian Nuclear Safety Commission, then explain embeddings, how vector spaces and cosine similarity drive retrieval, and why small differences across regulations blur together. The episode walks through accuracy and distraction tradeoffs, omission risks that cascade downstream, and live tests showing that even with many retrieval attempts models still miss or mix sections. They close with practical fixes, from human-in-the-loop workflows and structured prompts to rewriting regulations into machine-readable formats that reduce error at the source.

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    50 min
  • Radon, Real Risk, and Sensible Action
    Dec 2 2025

    In the 45th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous take a deep, practical look at radon. They explain what radon is and how it harms, why winter readings run higher than summer, and how long-term lab tests compare to continuous monitors. Then they separate home exposure from miner studies, translate working-level months into everyday Bq/m³, and walk through large U.S., Danish, and multi-country European studies to see where risk actually shows up. The episode closes with clear takeaways on when to test, what thresholds matter in practice, how to think about mitigation, and why health policy can drift from the underlying evidence.

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    53 min
  • Germany’s Phaseout, Clean Air, and a Rare Case of Good Science
    Nov 25 2025

    In the 44th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with quick campus notes and a milestone update, then bring back Good Science vs Bad Science with a deep read of a new study on Germany’s nuclear shutdown. They walk through the paper’s method using a synthetic Germany built from peer countries, the main result of roughly 17 potential life years lost per 100,000 people per year from increased air pollution, and why the effect concentrates in ages 50–59. Along the way they highlight the authors’ unusually strong robustness checks, convert health impacts into euros using standard value-of-life-year ranges, and compare the ongoing public health cost to the small, infrequent risk cost of a Fukushima-scale event. They close on policy trade-offs, capacity factor reality, and what evidence should guide future phaseout decisions.

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    56 min
  • Musk on Solar, Kardashev Scales, and Why Nuclear Still Matters
    Nov 18 2025

    In the 43rd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with quick updates, a post-mortem on the gaming stream experiment, and a nod to recent guest episodes, then dive into a point-by-point reaction to Elon Musk’s comments on the All-In Podcast. They unpack “near-field solar,” public acceptance of reactors, capacity factor vs nameplate, what battery math really implies for multi-week storage, and why invoking the sun’s power or the Kardashev scale does not answer grid reliability on Earth. Along the way they compare science projects to deployable programs, discuss Germany’s lesson, note why a Memphis data center runs on gas, and lay out what proof would look like for solar-first claims versus nuclear. Tune in for a clear, numbers-grounded take on hype, physics, and the energy systems that actually work.

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    46 min
  • Tariffs, Politics, and Canada’s Energy Future (ft. Dr. Henry Conter)
    Nov 10 2025

    In the 42nd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome Dr. Henry Conter, vice president of the Eglinton-Lawrence Conservative Electoral District Association, delegate to the Conservative Party of Canada National Convention, who is also a practicing oncologist and hematologist. They trace Henry’s path into public life, ask what a healthy Canada-U.S. relationship should look like in a world of tariffs, and weigh Ontario’s rising electricity bills alongside AI’s fast-growing demand for power. The conversation focuses on competing through productivity rather than retaliation, where LNG, manufacturing, and nuclear fit in Canada’s toolkit, and how technologies like BWRX-300 and CANDU can anchor investment and exports, before closing on the capital and policy discipline Canada must attract to build at scale. Tune in for a candid, practical tour of policy, competitiveness, and the power system that underwrites both.

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    55 min
  • AI Power Hunger, Nuclear Adoption, and Big-Tech Strategy (ft. Prof. Andy Wu)
    Nov 3 2025

    In the 41st installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome Professor Andy Wu from Harvard Business School. They start with why a nuclear podcast exists at all and how public opinion shifts from luxury beliefs to practical acceptance, then ask how much of today’s AI demand is real versus bubble, what that means for data centers, and where gas and nuclear actually fit. Along the way they unpack Nvidia’s surge, the tug-of-war between forward and backward integration, whether hyperscalers should ever own generation, and the simple rule that the smartest strategy may be to run the power plant and sell the electricity. They close with a surprising idea for reaching the next generation. Tune in for a clear, candid conversation at the intersection of energy, AI, and corporate strategy.

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    1 h et 10 min
  • GE Vernova, NuScale, Oklo, and the Nuclear Investing Playbook
    Oct 28 2025

    In the 40th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with a quick debrief of McMaster’s Nuclear Renaissance 2.0, then shift to the Business of Nuclear. They compare GE Vernova, NuScale, and Oklo in simple terms, separating what each actually does from the story the market is pricing. Along the way they unpack why gas is powering today’s data centers, where small modular reactors could fit next, how price to book hints at narrative versus assets, and what would count as proof that promises become programs. They close with a straight allocation exercise for a hypothetical one million dollars and the takeaway that in nuclear the program is the product. Tune in for a tour of technology, buyers, and valuation discipline.

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    50 min