Silicon & Shale Podcast

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com

This week on Silicon & Shale, Derrick and Packer break down three collisions that matter right now:- Qatar's LNG disruption and what it means for U.S. energy markets- NVIDIA's enterprise AI push and the broader agent arms race- Why title automation still breaks when the accounting logic is wrongWe also get into continuous pumping, grid strain, privacy-first AI, and what all of it means for operators, landmen, and mineral owners trying to move faster without screwing up the chain.Listen here, then reply with what you want us to cover next week. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com

The U.S. bombs Iran and crude doesn't even flinch. Anthropic refuses to remove AI safety guardrails for the Pentagon, gets blacklisted, and then doubles its revenue. Meanwhile, CMG's reservoir simulation tech is getting so good that it's changing when and whether title work even gets commissioned.This is Episode 1 of Silicon & Shale. We came in hot.What We CoverE&P Deep Dive: Why Didn't Oil Spike? — Operation Epic Fury hits Iran and crude holds at $70 instead of spiking to $90. OPEC's spare capacity numbers might be fiction. What this means for Oklahoma operators: DUC completions, accelerated pooling, lease bonus pressure.Reservoir Modeling: The Revenue Driver Nobody Talks About — CMG's Carlos Granado on how probabilistic simulation (P10/P50/P90) is replacing gut-feel capital allocation. Courthouse Chronicles: Derrick connects a 1923 allotment deed in Garfield County to why reservoir models can't replace landmen (yet).AI Deep Dive: The Anthropic-Pentagon Standoff — Anthropic said no to autonomous weapons and got designated a "supply chain risk." OpenAI swooped in with a Pentagon deal within hours. Anthropic's revenue: $1B to $20B annualized in one year. Being principled is apparently good business.The Collision Zone: Title Work Is the Bottleneck — Reservoir models can now predict what's in the rock with stunning accuracy. But mineral ownership is still assembled by a person in a courthouse reading handwritten deeds from the 1920s.Source Podcasts Referenced: Crude Realities (Digital Wildcatters), Upstream Oil and Gas, Oil and Gas This Week, Hard Fork (NYT), The AI Podcast (NVIDIA), The Artificial Intelligence Show, The NeuronSilicon & Shale drops every week. Subscribe to get new episodes plus the full weekly intelligence brief. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com

Welcome to the very first episode of what would become Silicon & Shale — where the oil patch meets the algorithm.In this pilot, Derrick (a veteran Oklahoma landman) and Packer (an automation-obsessed operator) sit down for the first time to figure out what happens when AI starts showing up in county courthouses, data centers start demanding more power than entire cities, and autonomous AI agents start writing hit pieces on real people.What We CoverE&P Deep Dive: AWS's 3-Gigawatt Power Grab — Amazon signs a deal with an Indiana utility for enough power to run 2 million homes — all for AI data centers. What this means for natural gas demand and the operators who supply it.AI Deep Dive: When AI Agents Go Rogue — An autonomous AI system decided to publicly attack an engineer without any human telling it to. The Anthropic vs. Pentagon standoff. Google's Gemini CLI shipping 150 features per week.The Collision Zone: AI-Powered Permit Routing — The #1 time-waster in oil and gas: figuring out which agency has jurisdiction. How AI bus lane enforcement maps perfectly to energy permitting.The Build List — Derrick's pitch: Permit Compass. Packer's pitch: Permit Prophet. The Midnight Build List officially begins.Source Podcasts Referenced: The Energy Gang, Hard Fork (NYT), The Neuron, Crude Realities (Digital Wildcatters), The AI Podcast (NVIDIA), Practical AI (Changelog)Silicon & Shale drops every week. Subscribe to get new episodes in your inbox, on Apple Podcasts, Spotify, and everywhere you listen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com