CO₂

topic on 7 shows · 38 statements across 24 episodes

Acquired the Knowledge Project Capital Allocators Catalyst the Green Blueprint How I Built This All-In

38 statements about CO₂, every show

GREEN BLUEPRINT Assertion Not checkable as stated
Canary says subterranean sensors show biomass decomposition emissions far below modeled levels
“We're monitoring for methane and CO₂ The data that's been coming back over the last year is fantastic. We're way below what we modeled. Definitely way below what is allowed. So, like, we are not seeing that decomposition.”
Grant Canary Sep 9, 2026 ▶ 39:24 Burying trees to save forests?
ALL-IN Opinion
Kratsios: Data Shows Climate Is Changing but Not an Emergency
“And what he has advocated for very publicly and has said many, many times, is that, yes, the climate is changing, and like, yes, you know humans have burned fossil fuels over the last hundred years, and that has contributed to CO₂ in the environment. The thing…”
Michael Kratsios Aug 24, 2026 ▶ 8:56 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
GREEN BLUEPRINT Assertion Supported
CO2 is 150 times more concentrated in oceans than in air
“For one, it's easier to remove CO₂ from the ocean where it's a 150 times more concentrated.”
Lara Pierpoint Nov 19, 2025 ▶ 6:25 Captura's high-stakes gamble
CATALYST Insight
Chiang: Voltage tuning lets electrochemistry drive impossible thermal reactions for fuels
“Well, so SAFs, sustainable aviation fuels would be an example, and in particular, you know, CO₂ to fuels. That is a case where, you know, CO₂, you know, decomposing molecules is highly energetic, and that's where electrochemistry has that advantage that I refe…”
Yet-Ming Chiang Mar 13, 2025 ▶ 19:11 An ode to electrochemistry
ACQUIRED Assertion Supported
Chang: Replaced TSMC CEO kept same pay, grade, and successor status
“Well, as far as the CO is concerned, I didn't keep him. I had More than one nice talk with him. I intended to, and I told him that he was still a potential, ah, successor to me. So I kept him at the same job grade, we have job grades, and the same salary and b…”
Morris Chang Jan 27, 2025 ▶ 25:29 TSMC founder Morris Chang · Acquired
CATALYST Insight
Thiel: Synthetic fuels require $1/kg hydrogen and $100–$200/ton CO2
“And you know that, you know, for a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO two that's in that 10…”
Dr. Greg Thiel Oct 31, 2024 ▶ 19:06 Why climate tech startups get this one thing wrong
CATALYST Insight
Thiel: Single-pass conversion gains do not significantly improve green methanol economics
“If you get A better conversion of CO two and hydrogen to methanol on a single pass. It just really doesn't move the overall economics in a huge way because again, back to a previous point, CO two and hydrogen are the big cost drivers in that system.”
Dr. Greg Thiel Oct 31, 2024 ▶ 39:08 Why climate tech startups get this one thing wrong
CATALYST Insight
Kann: Atmospheric methane removal will be far costlier than CDR
“So removing the methane is going to be much, much harder, or at least much, much more expensive if we're doing it the same way.”
Shayle Kann Oct 24, 2024 ▶ 3:38 The unexplored frontier of methane removal
CATALYST Insight
Kann: Methane removal avoids sequestration because it can be oxidized
“With methane, there is one key difference, which is that you can oxidize it. You can turn it into CO₂ rather than just capturing the gas and finding a place to sequester it, which is a big advantage relative to what you need to do to remove CO₂ from the atmosp…”
Shayle Kann Oct 24, 2024 ▶ 4:18 The unexplored frontier of methane removal
CATALYST Assertion Supported
Dreyfus: Atmospheric methane is 200 times less concentrated than CO2
“It's about, there's about 200 times less methane by volume than CO₂, and one of the major controls On the efficacy of removal is concentration, so that difference in concentration, for one, is just going to make it that much harder to do the atmospheric methan…”
Dr. Gabrielle Dreyfus Oct 24, 2024 ▶ 10:53 The unexplored frontier of methane removal
CATALYST Insight
Dreyfus: Maintaining methane's temperature impact requires ongoing tail removal
“Because that methane would have gone away eventually over time, to maintain that temperature impact over time, you actually need to continue to remove the methane, not at the original scale, But there's this concept of effective methane removal, so you have yo…”
Dr. Gabrielle Dreyfus Oct 24, 2024 ▶ 14:09 The unexplored frontier of methane removal
CATALYST Assertion Supported
Dreyfus: Atmospheric methane naturally converts to CO2, which is far less potent
“Almost all of that methane Business as usual would convert to CO₂ anyway. So as soon as you're releasing methane to the atmosphere if it's a fossil source methane, then yes, that CO₂ that is eventually converted to is additional CO₂ that would, that's being ad…”
Dr. Gabrielle Dreyfus Oct 24, 2024 ▶ 15:37 The unexplored frontier of methane removal
CATALYST Assertion Supported
Dreyfus: Methane is much harder to separate from air than CO2
“Unlike CO₂, which you, is sticky in the sense that, you know, it's amenable to acid-base chemistry, there are ways that you can grab a hold of a CO₂. Methane doesn't really have that same, the same properties. It is symmetric, It doesn't have acid-base chemist…”
Dr. Gabrielle Dreyfus Oct 24, 2024 ▶ 24:06 The unexplored frontier of methane removal
CATALYST Assertion Partly supported
Friedmann: 47 facilities globally capture 60 million tons of CO2 annually
“So we have something on the order of 47 facilities around the world that operating today that capture CO₂ and keep it out of the air and oceans for climate. Broadly, that's about sixty million tons a year.”
Julio Friedmann May 2, 2024 ▶ 4:58 CO2 utilization
CATALYST Prediction Not checkable as stated
Friedmann: Methanol will become a major fuel for decarbonizing maritime shipping
“And the reason why is because methanol is going to be an important maritime fuel. About two, two and a half percent of global emissions are shipping stuff around the world with boats. And it turns out that they need a clean fuel too. As we've talked about befo…”
Julio Friedmann May 2, 2024 ▶ 30:10 CO2 utilization
Emissions reductions alone cannot prevent climate change without removing billions of tons
“We can't just reduce emissions anymore. It won't be enough to stop climate change if you've emitted too much. And, you know, you can reduce emissions you've already emitted, so we have to start removing some of that carbon from the atmosphere. By some I mean i…”
Shashank Samala Feb 8, 2024 ▶ 3:53 Building a decarbonization army with Shashank Samala of Heirloom
CATALYST Assertion Supported
Cabiyo: Plants photosynthesize about 400 gigatons of CO2 every year
“If you look at, like, a global scale, actually plants photosynthesize about 400 gigatons of CO₂ every year, and that actually shows up in, like, our CO₂ readings.”
Dr. Bodhi Cabiyo Jan 19, 2024 ▶ 4:42 Sourcing biomass for carbon removal
Kra: Synthetic aviation fuel is economically unviable without cheap CO2
“You know, even if you have free electricity and free hydrogen, which you don't, and you still need CO₂ at scale, and that cost alone plus some conversion cost kills you here.”
Gabriel Kra Jan 17, 2024 ▶ 23:05 Venture investors riff on headwinds, hype, and wildcards of 2023
CATALYST Assertion Supported
Thiel: Synthetic fuels require $1/kg hydrogen and $100-$200/ton CO₂ to compete
“For a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide, you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO₂ that's in that 100 to 200 dollar per ton range, …”
Dr. Greg Thiel Oct 5, 2023 ▶ 18:05 Climate tech startups need strong techno-economic analysis (TEA)
GREEN BLUEPRINT Assertion Not checkable as stated
Unregulated grid-powered hydrogen would add 200 million metric tons of CO2
“The worst case is really that there's really no requirements for hydrogen production from grid electricity, which means, in the end, you end up creating more emissions than what fossil hydrogen production is already creating today. So let's say the U.S. Actual…”
Adi Basham Aug 3, 2023 ▶ 9:37 The high stakes debate over green hydrogen
CATALYST Assertion Supported
Shayle Kann: Most IPCC scenarios require storing hundreds of gigatons of CO2
“Most of the scenarios in the IPCC's sixth assessment report, which is the most recent one, include capturing and storing literally hundreds of gigatons, cumulatively, of CO₂ between now and the end of the century.”
Shayle Kann Jul 20, 2023 ▶ 2:27 The good and bad of carbon capture
CATALYST Insight
Emily Grubert: Carbon removal is a depletable resource due to physical constraints
“With CDR in particular, I think we would do well to really recognize this as essentially a depletable resource in some ways. You know, there's an amount of CO₂ in the atmosphere that means we're not going to run out anytime, you know, in the foreseeable future…”
Dr. Emily Grubert Jul 20, 2023 ▶ 30:15 The good and bad of carbon capture
CATALYST Insight
Emily Grubert: Carbon removal requires less pipeline redundancy than point-source mitigation CCS
“One of the other really big infrastructure distinctions between mitigation CCS and removal CCS is basically that it matters if the CO₂ is re-released in a very different way for something that's mitigative versus removal. This even maybe applies to compensator…”
Dr. Emily Grubert Jul 20, 2023 ▶ 36:32 The good and bad of carbon capture
KNOWLEDGE PROJECT Assertion Supported
First-year methane warming impact is 120 times higher than CO2
“Methane, on the first year you spill it, it's a 120 times higher global warming impact than CO₂.”
Nathan Myhrvold Mar 21, 2023 ▶ 27:26 Nathan Myhrvold
KNOWLEDGE PROJECT Assertion Supported
Emitted atmospheric carbon dioxide persists for roughly 20,000 years
“So, when you emit CO₂, it stays in the atmosphere for a really long time. Thousands of years. Tens of thousands of years. People argue, but you wouldn't be totally wrong by saying there was a 20,000 year lifespan.”
Nathan Myhrvold Mar 21, 2023 ▶ 39:38 Nathan Myhrvold
CATALYST Assertion Supported
Kann: Methane traps 84x more heat than CO2 over 20 years
“First, over a 20 year period, rather than a hundred year period, methane traps 84 times more heat than CO₂.”
Shayle Kann Dec 22, 2022 ▶ 3:34 Why methane matters
CATALYST Insight
Reinhart: Short-lived pollutants are stronger levers for near-term warming than CO₂
“Net zero by 20 50 for CO two is critically important for managing long-term warming, but we cannot forget about the other pieces primarily around short-lived client pollutants that are going to be even stronger levers towards managing that near-term warming, t…”
Erica Reinhart Dec 22, 2022 ▶ 7:58 Why methane matters
CATALYST Insight
Reinhart: Cutting methane cools the atmosphere, cutting CO2 only halts warming
“So when you cut CO₂, you stop warming it, stop warming the atmosphere even more than it already is. When you cut methane, you eventually, over about a decadal time span, start actually bringing that warming down. It's a fundamentally different dynamic.”
Erica Reinhart Dec 22, 2022 ▶ 11:26 Why methane matters
CATALYST Insight
Reinhart: GWP 100 metric forces an implicit near-term vs long-term trade-off
“Whenever we compare things on a GWP 100 basis between methane and CO₂, what we are fundamentally doing is actually making a trade-off, one that we're not always conscious of, between near-term warming and long-term warming.”
Erica Reinhart Dec 22, 2022 ▶ 13:52 Why methane matters
CATALYST Assertion Supported
Ellis: Producing one ton of cement generates one ton of CO2
“And, you know, on average one ton of cement, just rounding up to big numbers, one ton of cement produces one ton of CO₂.”
Leah Ellis Nov 17, 2022 ▶ 16:28 Fixing cement’s carbon problem
CATALYST Assertion Supported
Ellis: Cement emissions split evenly between heat and chemical decomposition
“Cement being the most massive industry by volume in the world also produces an almost equivalent amount of CO₂, and that's, you know, again, speaking, speaking in big even numbers, it's roughly half from the fossil fuel needed to get to a thousand degrees and …”
Leah Ellis Nov 17, 2022 ▶ 17:07 Fixing cement’s carbon problem
HOW I BUILT THIS Assertion Supported
Wurzbacher: Capturing one ton of CO2 requires filtering 2M cubic meters of air
“Like to take a ton of CO₂ out of ambient air, you need to filter around two million cubic meters of air.”
Jan Wurzbacher Jun 30, 2022 ▶ 6:44 HIBT Lab! Climeworks: Jan Wurzbacher
CATALYST Insight
Visioni: Solar geoengineering cannot fully replicate a low-CO2 climate
“By cooling with these methods or with any methods, we would not be just turning back the dial of time to a time where there was less CO₂, because the sulfates do cool differently than the CO₂ warps. And even if maybe we can try and get it as close as possible,…”
Dan Visioni Jun 16, 2022 ▶ 18:00 Making sense of solar engineering
CATALYST Assertion Supported
Friedmann: Waste biomass usage could remove up to 5.5 billion tons CO2
“A study we did is on the order of two and a half to five and a half billion tons of CO₂ could be removed by just using that waste.”
Julio Friedmann Jun 9, 2022 ▶ 9:53 From biowaste to “biogold”
CATALYST Prediction Not checkable as stated
Kann: Synthetic e-fuels may win long-term if input and process costs drop
“It's more of a cost problem, because as it stands today, basically, like, both input costs, hydrogen and CO₂, are too high, and then the process costs, turning those things into e-fuels, are too high. So you've got to solve for all three of those things and sc…”
Shayle Kann May 12, 2022 ▶ 24:18 Shayle’s “ask me anything” episode
CATALYST Insight
Orbuch: Carbon removal must match emission permanence to achieve true net zero
“An emission is permanent, basically. Like, an emission of CO₂ stays in the atmosphere for hundreds of thousands of years, not forever, but hundreds of thousands of years. And if you want to somehow net that out with a proportional removal, like, it's not propo…”
Ryan Orbuch May 5, 2022 ▶ 16:42 Growing the Carbon Dioxide Removal (CDR) market
CATALYST Assertion Contradicted
Rivest: Indoor CO2 levels above 700 PPM impair strategic decision-making
“People were looking at how CO₂ levels were impacting the cognitive function of building occupants, and seeing that strategic decision making and deep thinking were really impeded by Higher levels of CO two. And by higher, I mean like, 700 or 800 PPM. Not reall…”
Jesse Rivest Mar 3, 2022 ▶ 43:21 Unlocking hyper-efficient cooling
CAPITAL ALLOCATORS Prediction Not checkable as stated
Society will likely need to extract most current CO₂ emissions via geoengineering.
“We're probably going to have to pull most of the CO₂ that we're putting into the atmosphere here today back out.”
Bob Litterman Jun 15, 2020 ▶ 35:34 Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)

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