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Beyond Microsoft

April 23, 2026

You've probably already seen many articles about Microsoft pausing its carbon dioxide removal purchases. There's been a ton of reaction to all this, and I want to bring us back to what the facts are. (Video of this message on YouTube and LinkedIn)

Microsoft has already signed contracts for around ten billion dollars of carbon dioxide removal credits. In the last year they were reportedly around 90% of all sales in carbon dioxide removal.

Think about the impact if that continued. As we see from recent news, if there were even a rumor that plans changed, that's a headline right there read by investors, policymakers, and partners around the world. It would mean that when entrepreneurs are starting new businesses, they have to think about that one big buyer and how do to build that into their business models, and what gets built.

Overall, it would mean we would be trying to build billion ton climate-scale system on the back of a single private corporation.

By all accounts, Microsoft has done incredible work forwarding the growth of the carbon dioxide removal industry. I look forward to that continuing.

And, it's time for us to evolve beyond the early leadership from Microsoft.

Imagine at planetary scale every company is participating in carbon dioxide removal. They're offsetting their own emissions, and they're using carbon dioxide removal to clean up the rest.

To get there from here, our carbon dioxide removal ecosystem needs to evolve from a few buyers to hundreds and then thousands and then every corporation on earth. That is an ecosystem that's resilient, where there's many different types of purchases for many different types of reasons. And when one changes or amplifies or slows or speeds its program, that doesn't change the direction of the whole towards planetary balance. That's the scale of what's needed given the billions of tons of carbon dioxide that need to be removed every year.

That's what we've been talking about and building over the last year, creating this movement of carbon dioxide removal credit purchasers.

You've seen AirMiners host buyers workshops at Carbon Unbound. You've seen us host our online AirMiners Buyers Academy (register interest here for the next one). We worked with NASDAQ to create the NASDAQ Carbon Academy. We piloted our AirMiners Buyers Club to provide hands-on experience actually purchasing carbon dioxide removal credits as we scale these early voluntary markets and emerging compliance markets (learn more here).

The point of these programs is to create that next wave of buyers.

With the pause in Microsoft's program, it's clear these efforts are more important than ever.

If you want to be a part of creating this next evolution of carbon dioxide removal, hit reply. Maybe you're at a startup, maybe you're working in a big corporation, an investor, or maybe you're reading about carbon dioxide removal for the first time. Whatever it is, if you want to see carbon dioxide removal evolve to that next level, hit reply, I look forward to hearing from you.

Tito

P.S. For more on this, come join our event "What's Hot in Carbon Dioxide Removal" next week here


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