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Uncomfortable Conversations with Josh Szeps

Our Spectacular Future of Solar-Generated "Fossil Fuels"

Uncomfortable Conversations with Josh Szeps

Josh Szeps

Comedy Interviews, Education, Society & Culture, Comedy, Self-improvement

4.5905 Ratings

🗓️ 19 February 2026

⏱️ 59 minutes

🧾️ Download transcript

Summary

Imagine a world where vast solar arrays produced cheap, abundant energy for everybody... while also powering hyper-scaled superintelligent A.I. data centres, as well as factories that suck carbon from the atmosphere to make cheap natural gas from nothing but sunlight and air. It's within our grasp. Solar is the cheapest form of energy. The only impediments are regulations that were written in the 1970s and our own ideological hang-ups and squabbles about energy. In fact, Europe could already be energy-independent from Russia if they'd decided to invest a fraction of their gigantic gas expenditures on solar arrays when Ukraine was invaded. Casey Handmer is an Aussie in California who got his PhD in Theoretical AstroPhysics at Caltech. He's worked at Elon Musk's Hyperloop One and at NASA's Jet Propulsion Lab. Now he's the founder of Terraform Industries, which plans to bring cheap, carbon-neutral hydrocarbons to everyone on Earth, while displacing drilling as the cheapest energy source. He joins Josh for an inspiring, freewheeling conversation about solar, nuclear, coal, Russia, China, defense, artificial intelligence... and why a truly extraordinary future of abundance is just around the corner, if we choose to take it.

Transcript

Click on a timestamp to play from that location

0:00.0

You and I and most of people we know are wealthier than the wealthiest people a hundred years ago.

0:04.6

Why? Because of oil. Because we can get oil, we can get it cheaper. Now, burning stuff in the ground has other problems, which is that it builds up carbon in the atmosphere. So what we're working on at Terraform is a way of making oil and gas synthetically. So there's no net new carbon going into the atmosphere from the ground. The math and the physics is extremely clear that the cheapest way of getting oil and gas

0:24.1

is by synthesizing it using solar power.

0:26.5

It might take us another three years or five years or ten years, but ultimately it's cheaper

0:29.9

than drilling mile-long holes in the ground and fracking the oil and gas out of them.

0:36.5

Gahey, humans.

0:42.2

Welcome to the safe space for dangerous ideas. How about a slightly optimistic episode for you? If you're a doom scrolling, everything else that might be going on in the world,

0:46.4

this is a doozy. It's incredible when you talk to someone who has a real, practical,

0:52.3

but very wide-ranging vision of what is possible for humankind, what we could

0:57.5

do as a human civilization if we just took the tools that we had and actually deployed them.

1:02.1

If we overcame our petty squabbles about climate change and energy sources, and if we did away

1:08.4

with regulations that were written in the 1970s to impede development,

1:13.8

there is now the possibility of using solar arrays, which are now so cheap that you could

1:19.9

carpet them across the land and power, not only people's electricity in their homes,

1:27.0

not only factories, especially if you

1:29.1

deployed localized solar arrays on the site of a big factory or a mine or a smelter,

1:34.9

but also there is the possibility of using solar energy to extract carbon from the atmosphere

1:41.2

and turn it into hydrocarbons, which you can then use in aviation

1:47.1

and shipping and in the manufacturing of plastics and all the things that we actually need fossil fuels

1:51.2

for, but it would be carbon neutral because the carbon that they produce would then be being

1:55.6

sucked up by the process of producing those fossil fuels. It's an incredible field of research, not to mention the fact

2:02.3

that artificial intelligence data centers are going to be hoovering up massive amounts of electricity

...

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