Utilities are dragging their feet on interconnect. Tariffs are squeezing solar supply and probably will impact availability of materials and products (reshoring will take a lot of time if it even makes sense).

Nuclear regulatory environment is overly prescriptive. You need nuclear safety but you also can't use regulatory as a mechanism to shutdown all development - which has been the defacto case for the last 40 odd years.

Agree faster timelines are necessary -- we also need to see if this AI thing is real real or if its in over its skis a little bit. At this particular moment it feels like it might be selling more than it is offering - and thereby the energy demand won't materialize in the way that they assume...

Noting -- that the financial backers for energy products aren't all cash cows like tech companies -- they need to see real return on projects before they put up the necessary large amount of money and public-private partnerships given the risk on putting projects together like that.