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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Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
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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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Join the conversation shaping the future of energy.
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io

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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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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Join the conversation shaping the future of energy.
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io

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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