Jun 30, 2022 · 37m · how-i-built-this

HIBT Lab! Climeworks: Jan Wurzbacher

Jan Wurzbacher · 22m spoken Guy Raz · 12m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this episode of How I Built This Lab, host Guy Raz interviews Climeworks co-founder Jan Wurzbacher to discuss the engineering, commercialization, and global scaling of direct air capture technology to permanently remove billions of tons of carbon dioxide from the atmosphere.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Guy holds 35.5% of the talking time here. How this is scored →

Guy as informed peer 3.5 Guest teaching 4.1 Guest disagreement 0.4 Guy pushing back 1.5
05100:0010:0020:0030:002:34–4:53 · Guy as informed peer 1/10 Jan's Background and Meeting Co-Founder Christoph Gebald Guy prompts Jan about his educational background at ETH Zurich and early ambitions with co-founder Christoph Gebald. Jan shares personal anecdotes in an agreeable, narrative tone.4:54–7:26 · Guy as informed peer 1/10 The Genesis of Direct Air Capture and Climeworks' Founding Jan explains the origins of direct air capture research at ETH Zurich and illustrates the physical challenge by explaining that only one out of 2,500 air molecules is CO2.7:27–11:54 · Guy as informed peer 6/10 The Scale of the Challenge: Trees vs. Mechanical Air Capture Guy demonstrates strong context on IPCC targets and emissions reduction timelines. Jan builds on this by explaining why biological methods like tree planting cannot scale alone due to land competition and permanence issues.11:55–15:03 · Guy as informed peer 5/10 Early Commercial Applications: Selling CO₂ to Greenhouses and Coca-Cola Guy uses the SodaStream analogy and astutely observes that selling CO2 to Coca-Cola doesn't permanently sequester carbon. Jan readily confirms that beverage carbonation was merely a stepping-stone niche market.15:03–17:51 · Guy as informed peer 2/10 Mid-Interview Break and Show ID Following the mid-roll reset, Jan educates the audience on the technical process of adsorption, low-temperature desorption, and permanent mineralization in basalt rock with Carbfix.17:52–20:12 · Guy as informed peer 3/10 Scaling Up Hardware and Financing Carbon Removal Guy inquires about capital intensity and Jan contextualizes their $650M Series F within the broader historical cost-reduction curves seen in solar PV.20:13–26:03 · Guy as informed peer 5/10 Sizing the Infrastructure and Energy Requirements Guy pushes on the immense physical and energy footprint required, imagining vast desert facilities. Jan reframes the physical scale using shipping container throughput at Shanghai port and explains renewable siting strategy.26:04–30:28 · Guy as informed peer 4/10 Mid-Interview Break and Re-Introduction Guy presses on corporate motives for buying offsets without regulatory mandates. Jan explains how pioneer buyers like Microsoft validate rigorous, permanent removal solutions.30:30–34:07 · Guy as informed peer 5/10 Individual Subscriptions and the Future Regulatory Market Guy challenges the realism of relying on voluntary individual subscriptions, arguing most people won't pay out of virtue. Jan agrees that regulation is required long-term but explains early subscribers act as catalytic bridge capital.34:08–36:39 · Guy as informed peer 3/10 The Long Race: Optimism on Overcoming Climate Change Guy notes the overwhelming magnitude of removing gigatons while Orca removes 4,000 tons, comparing it to an urgent sprint. Jan grounds his long-term optimism in historical tech scaling.2:34–4:53 · Guest teaching 1/10 Jan's Background and Meeting Co-Founder Christoph Gebald Guy prompts Jan about his educational background at ETH Zurich and early ambitions with co-founder Christoph Gebald. Jan shares personal anecdotes in an agreeable, narrative tone.4:54–7:26 · Guest teaching 5/10 The Genesis of Direct Air Capture and Climeworks' Founding Jan explains the origins of direct air capture research at ETH Zurich and illustrates the physical challenge by explaining that only one out of 2,500 air molecules is CO2.7:27–11:54 · Guest teaching 6/10 The Scale of the Challenge: Trees vs. Mechanical Air Capture Guy demonstrates strong context on IPCC targets and emissions reduction timelines. Jan builds on this by explaining why biological methods like tree planting cannot scale alone due to land competition and permanence issues.11:55–15:03 · Guest teaching 2/10 Early Commercial Applications: Selling CO₂ to Greenhouses and Coca-Cola Guy uses the SodaStream analogy and astutely observes that selling CO2 to Coca-Cola doesn't permanently sequester carbon. Jan readily confirms that beverage carbonation was merely a stepping-stone niche market.15:03–17:51 · Guest teaching 6/10 Mid-Interview Break and Show ID Following the mid-roll reset, Jan educates the audience on the technical process of adsorption, low-temperature desorption, and permanent mineralization in basalt rock with Carbfix.17:52–20:12 · Guest teaching 4/10 Scaling Up Hardware and Financing Carbon Removal Guy inquires about capital intensity and Jan contextualizes their $650M Series F within the broader historical cost-reduction curves seen in solar PV.20:13–26:03 · Guest teaching 5/10 Sizing the Infrastructure and Energy Requirements Guy pushes on the immense physical and energy footprint required, imagining vast desert facilities. Jan reframes the physical scale using shipping container throughput at Shanghai port and explains renewable siting strategy.26:04–30:28 · Guest teaching 4/10 Mid-Interview Break and Re-Introduction Guy presses on corporate motives for buying offsets without regulatory mandates. Jan explains how pioneer buyers like Microsoft validate rigorous, permanent removal solutions.30:30–34:07 · Guest teaching 4/10 Individual Subscriptions and the Future Regulatory Market Guy challenges the realism of relying on voluntary individual subscriptions, arguing most people won't pay out of virtue. Jan agrees that regulation is required long-term but explains early subscribers act as catalytic bridge capital.34:08–36:39 · Guest teaching 4/10 The Long Race: Optimism on Overcoming Climate Change Guy notes the overwhelming magnitude of removing gigatons while Orca removes 4,000 tons, comparing it to an urgent sprint. Jan grounds his long-term optimism in historical tech scaling.2:34–4:53 · Guest disagreement 0/10 Jan's Background and Meeting Co-Founder Christoph Gebald Guy prompts Jan about his educational background at ETH Zurich and early ambitions with co-founder Christoph Gebald. Jan shares personal anecdotes in an agreeable, narrative tone.4:54–7:26 · Guest disagreement 0/10 The Genesis of Direct Air Capture and Climeworks' Founding Jan explains the origins of direct air capture research at ETH Zurich and illustrates the physical challenge by explaining that only one out of 2,500 air molecules is CO2.7:27–11:54 · Guest disagreement 1/10 The Scale of the Challenge: Trees vs. Mechanical Air Capture Guy demonstrates strong context on IPCC targets and emissions reduction timelines. Jan builds on this by explaining why biological methods like tree planting cannot scale alone due to land competition and permanence issues.11:55–15:03 · Guest disagreement 0/10 Early Commercial Applications: Selling CO₂ to Greenhouses and Coca-Cola Guy uses the SodaStream analogy and astutely observes that selling CO2 to Coca-Cola doesn't permanently sequester carbon. Jan readily confirms that beverage carbonation was merely a stepping-stone niche market.15:03–17:51 · Guest disagreement 0/10 Mid-Interview Break and Show ID Following the mid-roll reset, Jan educates the audience on the technical process of adsorption, low-temperature desorption, and permanent mineralization in basalt rock with Carbfix.17:52–20:12 · Guest disagreement 0/10 Scaling Up Hardware and Financing Carbon Removal Guy inquires about capital intensity and Jan contextualizes their $650M Series F within the broader historical cost-reduction curves seen in solar PV.20:13–26:03 · Guest disagreement 1/10 Sizing the Infrastructure and Energy Requirements Guy pushes on the immense physical and energy footprint required, imagining vast desert facilities. Jan reframes the physical scale using shipping container throughput at Shanghai port and explains renewable siting strategy.26:04–30:28 · Guest disagreement 1/10 Mid-Interview Break and Re-Introduction Guy presses on corporate motives for buying offsets without regulatory mandates. Jan explains how pioneer buyers like Microsoft validate rigorous, permanent removal solutions.30:30–34:07 · Guest disagreement 1/10 Individual Subscriptions and the Future Regulatory Market Guy challenges the realism of relying on voluntary individual subscriptions, arguing most people won't pay out of virtue. Jan agrees that regulation is required long-term but explains early subscribers act as catalytic bridge capital.34:08–36:39 · Guest disagreement 0/10 The Long Race: Optimism on Overcoming Climate Change Guy notes the overwhelming magnitude of removing gigatons while Orca removes 4,000 tons, comparing it to an urgent sprint. Jan grounds his long-term optimism in historical tech scaling.2:34–4:53 · Guy pushing back 0/10 Jan's Background and Meeting Co-Founder Christoph Gebald Guy prompts Jan about his educational background at ETH Zurich and early ambitions with co-founder Christoph Gebald. Jan shares personal anecdotes in an agreeable, narrative tone.4:54–7:26 · Guy pushing back 0/10 The Genesis of Direct Air Capture and Climeworks' Founding Jan explains the origins of direct air capture research at ETH Zurich and illustrates the physical challenge by explaining that only one out of 2,500 air molecules is CO2.7:27–11:54 · Guy pushing back 1/10 The Scale of the Challenge: Trees vs. Mechanical Air Capture Guy demonstrates strong context on IPCC targets and emissions reduction timelines. Jan builds on this by explaining why biological methods like tree planting cannot scale alone due to land competition and permanence issues.11:55–15:03 · Guy pushing back 1/10 Early Commercial Applications: Selling CO₂ to Greenhouses and Coca-Cola Guy uses the SodaStream analogy and astutely observes that selling CO2 to Coca-Cola doesn't permanently sequester carbon. Jan readily confirms that beverage carbonation was merely a stepping-stone niche market.15:03–17:51 · Guy pushing back 0/10 Mid-Interview Break and Show ID Following the mid-roll reset, Jan educates the audience on the technical process of adsorption, low-temperature desorption, and permanent mineralization in basalt rock with Carbfix.17:52–20:12 · Guy pushing back 0/10 Scaling Up Hardware and Financing Carbon Removal Guy inquires about capital intensity and Jan contextualizes their $650M Series F within the broader historical cost-reduction curves seen in solar PV.20:13–26:03 · Guy pushing back 4/10 Sizing the Infrastructure and Energy Requirements Guy pushes on the immense physical and energy footprint required, imagining vast desert facilities. Jan reframes the physical scale using shipping container throughput at Shanghai port and explains renewable siting strategy.26:04–30:28 · Guy pushing back 3/10 Mid-Interview Break and Re-Introduction Guy presses on corporate motives for buying offsets without regulatory mandates. Jan explains how pioneer buyers like Microsoft validate rigorous, permanent removal solutions.30:30–34:07 · Guy pushing back 5/10 Individual Subscriptions and the Future Regulatory Market Guy challenges the realism of relying on voluntary individual subscriptions, arguing most people won't pay out of virtue. Jan agrees that regulation is required long-term but explains early subscribers act as catalytic bridge capital.34:08–36:39 · Guy pushing back 1/10 The Long Race: Optimism on Overcoming Climate Change Guy notes the overwhelming magnitude of removing gigatons while Orca removes 4,000 tons, comparing it to an urgent sprint. Jan grounds his long-term optimism in historical tech scaling.

speaking balance: gold is Guy, purple is the guest (3 minute bins)

0:00 · Guy 90.3% · guest 9.7%0:00 · Guy 90.3% · guest 9.7%3:00 · Guy 18.4% · guest 81.6%3:00 · Guy 18.4% · guest 81.6%6:00 · Guy 39.1% · guest 60.9%6:00 · Guy 39.1% · guest 60.9%9:00 · Guy 2.7% · guest 97.3%9:00 · Guy 2.7% · guest 97.3%12:00 · Guy 42.9% · guest 57.1%12:00 · Guy 42.9% · guest 57.1%15:00 · Guy 38.2% · guest 61.8%15:00 · Guy 38.2% · guest 61.8%18:00 · Guy 24.1% · guest 75.9%18:00 · Guy 24.1% · guest 75.9%21:00 · Guy 19% · guest 81%21:00 · Guy 19% · guest 81%24:00 · Guy 40.6% · guest 59.4%24:00 · Guy 40.6% · guest 59.4%27:00 · Guy 33.1% · guest 66.9%27:00 · Guy 33.1% · guest 66.9%30:00 · Guy 27.1% · guest 72.9%30:00 · Guy 27.1% · guest 72.9%33:00 · Guy 31.2% · guest 68.8%33:00 · Guy 31.2% · guest 68.8%36:00 · Guy 75.5% · guest 24.5%36:00 · Guy 75.5% · guest 24.5%
Sharpest disagreement ▶ 8:46 Dismissing the sequential 'stop emissions first' argument

Jan firmly rejects the premise that emissions must be stopped before starting atmospheric removal, stating that era of optionality passed decades ago.

Hardest push from Guy ▶ 32:03 Guy challenges reliance on consumer virtue

Guy directly counters the consumer subscription model by arguing that human beings are rarely motivated by pure altruism without economic mandates.

Biggest teaching moment ▶ 9:46 Jan's land math comparing trees to direct air capture

Jan educates the host on the comparative area efficiency of DAC, demonstrating that biological sequestration would require an area twice the size of India during a food crisis.

Guy holds their own ▶ 7:27 Guy cites precise IPCC climate reduction targets

Guy displays command of climate science by citing exact 2030 percentage cuts and 2050 gigaton removal metrics from recent IPCC assessments.

the scores for every segment, with the reasoning behind each
ChapterTopicGuy as informed peerGuest teachingGuest disagreementGuy pushing backWhy
Jan's Background and Meeting Co-Founder Christoph Gebald 1100 Guy prompts Jan about his educational background at ETH Zurich and early ambitions with co-founder Christoph Gebald. Jan shares personal anecdotes in an agreeable, narrative tone.
The Genesis of Direct Air Capture and Climeworks' Founding 1500 Jan explains the origins of direct air capture research at ETH Zurich and illustrates the physical challenge by explaining that only one out of 2,500 air molecules is CO2.
The Scale of the Challenge: Trees vs. Mechanical Air Capture 6611 Guy demonstrates strong context on IPCC targets and emissions reduction timelines. Jan builds on this by explaining why biological methods like tree planting cannot scale alone due to land competition and permanence issues.
Early Commercial Applications: Selling CO₂ to Greenhouses and Coca-Cola 5201 Guy uses the SodaStream analogy and astutely observes that selling CO2 to Coca-Cola doesn't permanently sequester carbon. Jan readily confirms that beverage carbonation was merely a stepping-stone niche market.
Mid-Interview Break and Show ID 2600 Following the mid-roll reset, Jan educates the audience on the technical process of adsorption, low-temperature desorption, and permanent mineralization in basalt rock with Carbfix.
Scaling Up Hardware and Financing Carbon Removal 3400 Guy inquires about capital intensity and Jan contextualizes their $650M Series F within the broader historical cost-reduction curves seen in solar PV.
Sizing the Infrastructure and Energy Requirements 5514 Guy pushes on the immense physical and energy footprint required, imagining vast desert facilities. Jan reframes the physical scale using shipping container throughput at Shanghai port and explains renewable siting strategy.
Mid-Interview Break and Re-Introduction 4413 Guy presses on corporate motives for buying offsets without regulatory mandates. Jan explains how pioneer buyers like Microsoft validate rigorous, permanent removal solutions.
Individual Subscriptions and the Future Regulatory Market 5415 Guy challenges the realism of relying on voluntary individual subscriptions, arguing most people won't pay out of virtue. Jan agrees that regulation is required long-term but explains early subscribers act as catalytic bridge capital.
The Long Race: Optimism on Overcoming Climate Change 3401 Guy notes the overwhelming magnitude of removing gigatons while Orca removes 4,000 tons, comparing it to an urgent sprint. Jan grounds his long-term optimism in historical tech scaling.

Statements from this episode (14)

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
Assertion Supported
Wurzbacher: Removing 10B tons of CO2 via trees requires Europe-sized land
“If we just do the calculation, what about capturing these ten billion tons of CO₂ from the air just by planting trees or doing similar biological methods, then you'll end up with huge areas that you need to fill with new trees. It's like you need something lik…”
Jan Wurzbacher Jun 30, 2022 ▶ 10:18
Assertion Supported
Wurzbacher: Direct air capture is 1,000x more area-efficient than trees
“If you build machines like we are doing, you can do it on much, much less area. So you are about a thousand times more area efficient. So at the same area where you can take one ton out of the air with trees, you could take a thousand tons out of the air with …”
Jan Wurzbacher Jun 30, 2022 ▶ 10:52
Assertion Supported
Wurzbacher: Climeworks sold its first captured CO₂ to greenhouses and Coca-Cola
“Our first Plant we built here in Switzerland, and that is taking, that's still an operation, that is taking CO₂ out of the air to then sell the CO₂ to a greenhouse. They are fertilizing their plants with CO₂, and also to Coca-Cola, who are making sparkling dri…”
Jan Wurzbacher Jun 30, 2022 ▶ 13:16
Insight
Wurzbacher: Selling captured CO₂ to beverage makers has zero climate benefit
“Like, in terms of climate effects, that market is totally irrelevant. Like, is that a market? Could you grow a sustainable business on that? Yes, sure. So you, we could have decided just to become a small, medium-sized company developing direct air capture pla…”
Jan Wurzbacher Jun 30, 2022 ▶ 14:14
Assertion Supported
Wurzbacher: Injected CO₂ turns into stone underground within two years
“They have developed this method where they inject the CO₂ in underground porous rocks, where the CO₂ is mineralizing with the rocks, so within two years, the CO₂ is just turned into stone there”
Jan Wurzbacher Jun 30, 2022 ▶ 17:27
Prediction Not checkable as stated
Wurzbacher: Direct air capture will scale and drop in cost like solar
“And that's the same, what has had to happen in our industry, and I'm sure that will happen over the next two decades to come.”
Jan Wurzbacher Jun 30, 2022 ▶ 20:06
Prediction Open · timeframe Dec 2029
Wurzbacher: Direct air capture will reach million-ton scale by 2030
“This industry is set up to scaling up to the million tons per year scale in the next couple of Years towards the end of this decade. So that's what will happen. We are doing that like a handful of other companies are working towards that.”
Jan Wurzbacher Jun 30, 2022 ▶ 20:54
Assertion Not checkable as stated
Wurzbacher: Capturing 1% of emissions requires 750,000 shipping container-sized units
“You would need something like 750,000 containers for that, which Is that a large number? It's actually not a large number. It's actually what goes through Shanghai port in two weeks, right? It's like, it's not a lot compared to global economy.”
Jan Wurzbacher Jun 30, 2022 ▶ 22:14
Opinion
Wurzbacher: Carbon removal will match today's oil and gas industry in size
“What we are talking is the creation of a new industry of the size of today's oil and gas industry. That that's basically it.”
Jan Wurzbacher Jun 30, 2022 ▶ 23:34
Assertion Supported
Wurzbacher: Climeworks' Orca plant captures 4,000 tons of CO2 annually
“Everyone has eight containers, so that ends up then with a total nominal capacity of, ah, 4000 tons of CO₂ per year that can be captured.”
Jan Wurzbacher Jun 30, 2022 ▶ 27:27
Disclosure
Wurzbacher: Climeworks is building a capture plant 10x larger than Orca
“Like, based on that, we are now building a 10 times larger plant.”
Jan Wurzbacher Jun 30, 2022 ▶ 27:44
Assertion Supported
Wurzbacher: Climeworks has surpassed 14,000 direct individual subscribers
“We've had since beginning over 14,000 customers, and that's increasing”
Jan Wurzbacher Jun 30, 2022 ▶ 31:11
Insight
Wurzbacher: Reaching gigaton-scale carbon removal requires government mandates and taxes
“95% of the population Would likely only do this when they are forced to it. And that's eventually to get to billions of tons of CO two removal. We need regulation. We need corresponding legislation. We need governmental procurement programs that might be CO tw…”
Jan Wurzbacher Jun 30, 2022 ▶ 32:30
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