Épisodes

  • Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
    Dec 24 2025

    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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    Click here to view the episode transcript.

    00:00 Safe harbor and why this convo exists
    01:15 Mark’s path into investing
    03:05 Building credentials and breaking into research
    05:16 Landing on the energy team
    08:03 Conventional to shale and valuation shifts
    13:18 The negative free cash flow era
    16:29 Why energy shrank inside the S&P
    17:24 Too many public E&Ps and consolidation
    20:18 Institutions hug the biggest names
    23:06 Expertise drain and small caps struggle
    28:54 Leaving Wellington and joining Kimmeridge
    32:03 Why activism matters in energy
    37:05 Timing the move into 2020
    40:10 How activism fits the sector today
    47:57 Portfolio quality over top down labels
    57:39 Gas, power, and AI data center demand
    01:01:11 New revenue streams and the next cycle

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    1 h et 7 min
  • Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
    Dec 23 2025

    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.

    Click here to watch a video of this episode.


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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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    Click here to view the episode transcript.

    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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    49 min
  • 2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
    Dec 23 2025

    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.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    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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    44 min
  • Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
    Dec 23 2025

    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.

    Click here to watch a video of this episode.

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    Click here to view the episode transcript.

    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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    56 min
  • Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
    Dec 19 2025

    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.

    Click here to watch a video of this episode.


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    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 Studio one return and catching up
    02:05 Nantucket, offshore wind, and moving to Dallas
    11:20 Ford EV impairment and the pivot back
    21:05 BP CEO exit and Meg O’Neill incoming
    32:10 Ascent bid and continuation fund basics
    39:57 Venezuela pressure and oil angle
    45:28 Holiday stories and Christmas rituals
    50:57 Rice band legends and sign off

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    55 min
  • Can One Governor Candidate Rewrite Alaska’s Energy Future?
    Dec 2 2025

    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.

    Click here to watch a video of this episode.

    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


    Click here to view the episode transcript.

    00:00 - Intro
    01:00 - Alaska Governor Candidacy Motivation
    04:50 - Journey to Northwestern University
    09:57 - College Football Experience
    11:49 - Early Career Path
    18:04 - Current Professional Role
    22:46 - COVID-19 Challenges
    25:54 - Effectiveness of COVID Regulations
    29:54 - Ranked-Choice Voting in Alaska
    33:19 - Overview of Alaska's Energy Industry
    37:02 - Energy Policy Discussion
    38:40 - Impact of the Jones Act
    48:40 - Outro
    49:50 - Connecting with Adam Online

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    52 min
  • DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25
    Nov 21 2025

    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.

    Click here to watch a video of this episode.

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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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    Click here to view the episode transcript.

    00:00 - Intro
    02:43 - DOE LPO Funding
    12:15 - China Energy Policies
    19:59 - Energy Tariffs Impact
    23:15 - Thorium Molten Salt Reactors
    26:17 - Closing the Energy Loop
    28:17 - Al Gore COP26 Speech
    34:14 - MIT Gulf Stream Collapse
    36:00 - Episode Wrap-Up

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    40 min
  • Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25
    Nov 15 2025

    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.

    Click here to watch a video of this episode.


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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.
    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 - How are you
    01:17 - FAA Shutdown News
    07:13 - Sanctions Update in Energy Sector
    11:16 - Shell vs BG Venture Global Analysis
    13:58 - COP26 Climate Conference Highlights
    21:56 - IEA World Energy Outlook 2022 Insights
    36:28 - College Football Roundup
    40:00 - Last Minute Energy Update
    40:31 - Wrapping Up Discussion
    41:38 - Goodbye and Closing Remarks

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    43 min
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