The Carbon Market Emerging Beneath AI
*Final list coming shortly, but excited about the room forming — Microsoft, Google, Equinix, Lambda, Baker Hughes, Idemitsu, Sony Ventures, Rockefeller Foundation confirmed so far. Keeping it intentionally small.
A timely conversation about carbon removal during San Francisco Climate Week - at a gorgeous private residence.
Every major infrastructure system eventually discovers its externalities. Railroads had land. Oil had spills. The internet had privacy.
AI is discovering carbon.
The systems being built are enormous - and at some point, every company scaling AI faces a simple question: what do you actually do about your carbon footprint?
For most founders, the answers are unsatisfying. Offsets feel vague. Climate solutions feel opaque. The market is hard to navigate from the outside.
Meanwhile, a $7B+ market in permanent carbon removal has emerged and kept to a small group of climate insiders. Most founders haven't seen how it works or why it matters for their bottom line.
This intimate gathering is designed to change that. ~30 seats. Short briefing. Candid conversation. No panels, no pitches. Chatham House rule.
Format
Short briefing → open discussion → noms & drinks.
Michael Berger, scaling carbon removal at Microsoft
Natalie Khtikian, industrial scale carbon removal at CO280
What We'll Cover
• What permanent carbon removal actually is (and isn’t)
• Why this market is emerging now
• Why compute-heavy industries are starting to pay attention
• Why early buyers are already committing billions
• What it actually looks like to make a first carbon removal purchase
Who This Is For*
• Founders building in AI and frontier technologies
• Operators managing compute-heavy infrastructure
• Investors curious about emerging systems markets
*No climate background required
Hosted at a private residence during San Francisco Climate Week.
Limited to ~30 founders, investors, and operators.
Just builders comparing notes.