DAC company
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 6, 2026 by Susan Su · across every show →
Everything said about DAC company, oldest first
May 6, 2026 bearish
Su: Climate tech models assuming €100 carbon prices carry major political risk
“If you're building, I don't know if you're a crazy person, and you're unfortunately building a DAC company right now, or Green Steel, and your revenue model assumed a 100 euro per ton carbon price in perpetuity, You're taking on political risk whether you ackn…”