I don't think that we have a very good grasp of the material science. Broadly speaking, I don't think we really understand how to build next generation materials. I don't think our specialty chemicals capabilities are all that strong. The way that they're going to be over the next 5 or 10 years, just with better compute. So I think that there's going to be a lot of interim steps that increase the generally available energy density without going to nuclear. I think there's going to be a lot of businesses to do that.View on YouTube
The prediction explicitly sets a 5–10 year horizon from the time of the statement (roughly 2029–2034) for substantial advances in compute‑driven materials/specialty chemicals and the emergence of many new non‑nuclear, higher‑energy‑density businesses. As of today (November 30, 2025), we are only about one year into that window, so the timeframe the predictor specified has not yet elapsed. While there is active work in computational materials science, battery chemistry, and related areas, it is too early to judge whether the scale and business impact he forecast ("a lot of businesses" and a substantial increase in generally available energy density from non‑nuclear technologies) will materialize by 2029–2034. Therefore, the correctness of this prediction cannot yet be determined.