Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shale rewired valuation thinking, and how the sector managed to grow like crazy while lighting free cash flow on fire. The convo hits consolidation, why big institutions mostly hide in the top names, and why activism plus a technical bench might be the only way to get boards to move faster.
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Catching yourself rereading last year’s VC emails while you’re back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is setting up 2026 to be the year everything scales.
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00:00 Product market fit jokes and kickoff
00:28 VC email flashback and velocity
01:29 Forward deployed model and AI first mindset
02:18 Sam Texas and AI coding shift
04:04 What AI first actually means
06:18 Not just podcast bros anymore
07:00 AI breaks silos across the business
08:21 Doglegs example and incentives
09:57 Change management is the advantage
10:18 Client story and regulatory filings win
12:42 Selling outcomes not hype
13:36 Building the FTE team and faster delivery
16:24 AI strategy as workflow ROI first
18:26 Grok as a thought partner and GPU cluster
20:15 Shale revolution mindset parallel
22:29 Recruiting, software DNA, and stacked team
26:16 Content and community as a recruiting engine
29:11 Distribution flywheel in the real world
30:22 Team distribution vs product debate
32:32 2026 is the scaling year
34:02 Community platform finally clicking
36:09 Building the community platform the hard way
39:20 Scaling clients, POCs, and production
41:09 Why mom and pops matter
41:55 Energy demand tailwinds and macro impact
44:44 One word answer for next year: scale
45:20 POC to production cycle time focus
47:12 Scaling tech, sales, and financing
49:45 Moving at AI speed story
50:14 Raising capital and building serious software
52:56 Collide as the operator layer vision
54:02 Gratitude and community over everything
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Collide basically did its own Spotify Wrapped and the punchline is simple: the community doubled, the conversations got more technical, and the team got way clearer on what Collide is now and where it’s headed. Crystal, Todd, Jacob, and Sydney walk through 2025 stats, why events evolved, how Energy 101 came back, what university partnerships unlocked, why Collider AI took a pause, and the platform upgrades and community goals lined up for 2026.
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00:00 Collide Wrapped setup
00:24 Why an energy specific platform works
01:29 LinkedIn fatigue and the Collide vision
02:55 Community calls and Power Hours
03:33 Member growth stats
04:26 2025 output highlights
05:04 Events evolved and ETN sunset
09:38 What members missed most
10:28 Energy 101 comeback
13:24 University partnerships
18:56 Student field trip recap
21:49 Talent pipeline and students
25:24 Collider AI update
29:31 Gamification and Dog House
33:02 Platform UX roadmap
33:48 2026 goals and favorite moments
42:02 Wrap and thanks
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Collide AI 2025 Wrapped Part 1 turns into a real talk on why forward deployed engineers win where AI pilots stall, with Michael Cortez, John, and Nick Smart swapping war stories from completions, geophysics, and the startup trenches while they map out how Collide Enterprise moves past basic chat tools into search plus workflows that actually hold up in the real world.
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00:00 Setup and intros
00:45 Michael’s path and joining Collide
01:59 Nick’s background and role shift
03:08 Collide Enterprise vs community
04:16 Search, RAG, and workflow evolution
06:31 Why out of the box AI falls short
08:41 Time savings and real work focus
11:39 Single source of truth vision
13:16 Small teams scaling bigger assets
17:18 AI adoption vs past tech hype
19:26 Digital transformation missing link
20:20 Why FDEs make pilots work
23:36 Biggest learnings this year
31:52 What’s next in 2026
38:57 Bold predictions for 3 to 5 years
47:37 Fine tuned models teaser and wrap
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Studio one glow up and the gang is officially back as Kirk Coburn, Chuck Yates, and Mark Meyer trade Texas football and tamale truths, then jump into Ford’s EV write down, BP’s CEO shuffle and what it signals, a quick tour of PE continuation funds around Ascent, and Trump turning up pressure on Venezuela before sliding into holiday stories and band lore.
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Adam Crum brings some serious Alaska energy, literally and figuratively, as he sits down with Chuck to talk about where the state’s headed and how he thinks it can get there. He opens up about everything from playing football at Northwestern to steering Alaska through COVID, all the way to why he thinks the state’s future depends on smarter energy development, fixing outdated policies like the Jones Act, and protecting the culture that makes Alaska, well… Alaska. It’s a mix of big ideas, real talk, and a few stories you probably haven’t heard before, all centered around what it takes to lead and build a sustainable path forward for the Last Frontier.
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Chuck and Mark crank up the camp as they riff on the Landman season two premiere, bouncing from the show’s oil-patch chaos to the real-world energy circus. They torch the DOE Loan Programs Office’s messy reputation while breaking down its latest billion-dollar moves, like the $1B revival of Three Mile Island for Microsoft and AEP’s $1.6B transmission upgrade, along with its surprisingly strong 3.3% default rate and Tesla’s quick 2013 repayment. Then it’s off to China, where a coal-to-liquids boom big enough to replace 1.3 million barrels a day pairs with thorium molten-salt reactors and plans for a 200-MW nuclear-powered mega-ship by 2035, all signaling Beijing’s trademark long-game dominance. And in peak absurdity, ManBearPig strolls into COP30 as media fawns over Al Gore’s “climate rockstar” entrance, even as new studies warn of a potential Gulf Stream collapse that could freeze Europe like Arctic Canada. All the chaos, all the laughs, all the BDE energy.
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COP30’s giving big “save the trees… after we bulldoze them” energy, and Kirk and Mark are all over it. They roast the idea of hosting a climate conference in the Amazon while clearing land for roads, hotels, and runways, right as private jets zip overhead and new drilling permits get stamped. It’s peak irony, wrapped in green branding. They unpack the politics, the money, the energy realities no one onstage wants to mention, and why these climate summits keep feeling more like PR tours than solutions. Sharp takes, spicy commentary, and a whole lot of uncomfortable truth about what “going green” really looks like when the cameras are rolling.
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California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energy & Science, to break down how policy decisions, refinery shutdowns, and halted oil production are reshaping the state’s entire energy mix. They dig into why geothermal isn’t the quick fix it’s made out to be, how rising energy costs and job losses are hitting local communities, and the surprising environmental fallout from natural oil seeps along the coast. It’s a raw, honest look at what happens when politics and energy collide, straight from someone who’s been in the trenches.
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Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-only mindset and putting people back at the center of the climate conversation, think healthcare, infrastructure, and everyday quality of life. From the ripple effects across the energy world to Big Tech’s growing influence, they don’t hold back. The crew also tackles U.S.-China trade tensions, Russian oil sanctions, and how AI could shake up the future of energy. It’s a sharp, funny, and surprisingly optimistic take on one of the biggest climate conversations happening right now.
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California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission, start flexing too hard, leaving companies like Sable Offshore tangled in lawsuits over something as basic as fixing old oil platforms near Santa Barbara. Between the fallout from the 2015 pipeline spill, shrinking refining capacity, and a growing dependence on imported crude, California’s energy future looks messy at best. The guys dig into whether regulation is protecting the environment or just strangling innovation and property rights. And because no episode’s complete without a few curveballs, they also weigh in on Phil Mickelson’s surprise energy takes, Venture Global’s LNG drama, and the weirdly booming-yet-bloated Permian gas market. It’s sharp, fiery, and full of big-picture takes on how policy, money, and power collide in the energy world.
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Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed.
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Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to fine-tune every stage. Then Larry Carroll and Steven Bourgoyne take it further, showing how machine learning and data-driven workflows are pushing completions toward adaptive, even autonomous, operations. From cutting costs to squeezing every drop of performance, this one’s a look at how the oilfield is starting to feel a lot more like sci-fi.
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Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shots at global green agendas, the messy reality of rushing energy transitions, and what it all means for regular people facing rising energy costs. They don’t shy away from calling out China and India’s emissions role, questioning high-profile renewable failures like the Mojave solar plant, and unpacking the politics of energy independence. It’s a mix of sharp analysis, fiery takes, and plenty of laughs, the kind of conversation where climate policy, energy security, and everyday impact all collide in classic Big Digital Energy fashion.
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Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure into giga-scale operations at a pace that makes regulators look like they’re standing still. From Tennessee to Mississippi, it’s a masterclass in sidestepping red tape while pushing the future of energy and tech forward. Kirk, Chuck, and Mark break it all down with sharp takes on what this means for digital infrastructure, the energy transition, and the frustrating grind of government oversight, all with the usual mix of big-picture insight and no-BS commentary.
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The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time this divided. We talk about Kirk’s legacy, whether you agreed with him or not, as someone who pushed for open dialogue and challenged people to treat opponents as humans instead of enemies. From the ripple effects across podcasting and media, to the impact on energy policy, academic freedom, and how we argue about politics, this conversation digs into what feels like a turning point for free expression in America.
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Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from countries like Germany and the UK, then draw some sharp parallels back to U.S. policy, think EQT’s LNG push and the roadblocks baked into regulation. Along the way, they touch on offshore wind, sustainable aviation fuel, and the bigger picture of global energy dynamics, raising the question: how do you balance smart economics with keeping the lights on at home?
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Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turning it into clear visuals, while Well Data Labs layers on AI-powered insights that let operators tweak things like friction reducers on the fly. Chuck sat down with Eric Zenero from Well Data Labs and Kayla Scherer from NOV to talk through how this partnership is reshaping fracking, making it faster, smarter, and more efficient. From cutting through messy frac job data to getting real ROI out of predictive analytics, this conversation shows why good data isn’t just useful in oil and gas, it’s the whole game.
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Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck and Mark break it all down: why this territory matters, how seismic programs are setting the stage for massive discoveries, and what it could mean geopolitically as deepwater exploration heats up. Along the way, they get into industry trends, SPACs, policy shake-ups, and even share some personal stories that keep the conversation grounded. It’s a mix of big-picture strategy and boots-on-the-ground perspective on why projects like this matter for the future of energy.
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Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects like Sunrise Wind off Long Island, and how turbine lifespan concerns add another layer of risk. It’s a no-fluff look at the collision of green energy ambitions with political, financial, and regulatory reality and why this moment could reshape the future of wind power.
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