Talon has 2 GW nuclear + 6 GW natural gas
Talen Energy owns 2 gigawatts of nuclear power and 6 gigawatts of natural gas baseload power.
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Explore episode
Jun 12, 2026
Where this was said
EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
At 30:20 · chapter starts 27:19
Oleg Nodelman uses a military analogy to explain the history of cancer treatment before pitching Aktis Oncology — a radiopharmaceutical biotech with clinical data due in 2027 and Eli Lilly as a strategic backer.
EcoR1 10x'd investors, 20% annualized since 2013
EcoR1 Capital has returned 10x to investors since its 2013 inception, compounding at 20% annually, growing from $13M to $2.5B AUM.
Oleg Nodelman Explains Radiopharmaceuticals as Micro-Drone Warfare
Chemo is carpet bombing. Immunotherapy is recruiting local allies. Radiopharmaceuticals are micro drones: 2-centimeter precision, single-cell blast radius, autonomous targeting. Aktis Oncology has built the platform to deliver any radioactive payload to any target — and the data readout is less than a year away.
Talen Energy: Buy Below Replacement Cost, Sell at a Premium
Talen Energy trades at a $25B enterprise value versus a $45B replacement cost. At 7x free cash flow on a $50/share FCF base, with comparable infrastructure at 15x, the equity should more than double just doing nothing. If power prices rise and data center deals accelerate, you get $1,050.
$25B EV vs $45B replacement cost
Talen Energy can be purchased at a $25B enterprise value while its replacement cost is $45B, implying the equity alone should more than double just to reach replacement cost.
China has 3x US power generation capacity
The US started the current cycle with 2x China's power capacity; today China has 3x the US's generation capacity.
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