The Hidden Truth Of AI-Powered Fossil Fuels

What this episode covers

Exxon and Chevron are using Microsoft AI to extract more oil. Faster. Cheaper. The goal: every last drop.Holly and Will Alpine (Enabled Emissions) paint a stark picture with Microsoft's own numbers:Exxon deal: 50,000 barrels/day = 6.4 million tonnes CO₂/yearChevron deal: 400,000 barrels/day = 51 million tonnes CO₂/yearMicrosoft's entire FY23 footprint: 17 million tonnes.Carbon removal booked over 15 years: 5 million tonnes.Those two deals alone dwarf both numbers.In Saudi Arabia, Aramco's CEO says AI kept production costs at $3/barrel for two decades. AI makes fossil fuels competitive. It weakens clean energy economics.AI touches every stage of fossil fuel: exploration, drilling, extraction, refining, distribution.We talk about:- How AI cuts production costs 10% while boosting reserves 5%- Why US oil production tripled since 2007 (AI is a major factor)- Projects that took 18 months now take 2 weeks- How aging oil fields stay profitable decades longer- Why Microsoft's "energy principles" are meaningless (they ignore Scope 3)- What guardrails could look like (restrict exploration/extraction, allow safety/methane reduction)Holly and Will left Microsoft to start Enabled Emissions. They're not asking companies to break contracts. They're asking for reasonable guardrails.The lie you're fed: AI will solve climate change.The truth: AI is accelerating fossil fuel extraction.It's ugly. It's real. Learn more.---Guests: Holly & Will Alpine, Founders Enabled Emissions (Former Microsoft)Topics: AI, climate, oil, emissions, Microsoft, Exxon, Chevron, Aramco, enabled emissions--Other ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected]

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How long is this episode of Thinking On Paper?

This episode is 4 minutes long.

When was this Thinking On Paper episode published?

This episode was published on November 9, 2025.

What is this episode about?

Exxon and Chevron are using Microsoft AI to extract more oil. Faster. Cheaper. The goal: every last drop.Holly and Will Alpine (Enabled Emissions) paint a stark picture with Microsoft's own numbers:Exxon deal: 50,000 barrels/day = 6.4 million tonnes...

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