From European Sun to Texas Steel: The Pragmatic Math Behind E-Fuels

Anthony Wang (Co-Founder of ETFuels) initially thought Spain’s sunshine made it the perfect home for his startup.

He was wrong.

The CTO reveals why his startup abandoned European plans for the wind-swept oil fields of West Texas. We discuss the surprisingly simple science of e-fuels, why unit economics always beat political agendas, and why the tech sector must stop obsessing over software and start building physical infrastructure again.

Also on today's show David and Sam discuss the latest thinking on AI skills to emerge from Anthropic.

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