Altitude by Talon Podcast

Talon Capital

Welcome to the Altitude by Talon podcast, where we explore energy, AI, entrepreneurship, and investing with the experts building the future. Each episode brings candid conversations with founders, investors, and industry leaders reshaping how we power our world, leverage artificial intelligence, build companies, and allocate capital. We cut through the noise to deliver actionable insights from people who have done the work and achieved real results.Whether you're an entrepreneur seeking your next breakthrough, an investor looking for emerging opportunities, or simply curious about the forces transforming our economy, Talon Talks provides the knowledge you need to stay ahead.Topics: Energy innovation • Applied AI • Startup strategy • Investment trends • Leadership lessons from successful exits

Episodes

  1. 4D AGO

    Episode 04: Global Energy at a Crossroads: Andrew Gould on his personal career, history of SLB and Outlook for AI and Energy

    On today’s episode of Altitude, we sit down with Andrew Gould, the former Chairman and CEO of Schlumberger (“SLB”) and Executive Chairman of BG Group on how the global energy system works. He provides a window into the corporate history of SLB including his own personal 37 year journey at the Company. He explains why oil and gas will remain part of the mix, what is driving demand for natural gas and LNG, and how AI and data centers are changing energy demand. Gould also reflects on key leadership decisions including some winning strategies and also learning opportunities. With over three decades of experience across global energy markets and operations, he shares with Charlie the most practical learnings on leadership, making decisions under pressure, building teams that can execute at scale and impact that Artificial Intelligence and power needs on the global energy outlook. 🎧 Episode Highlights: [00:00]: Why oil and gas aren’t going away [08:22]: Building a global career at Schlumberger [31:05]: Leadership under pressure in the field [40:29]: Calling the energy cycle early [1:07:58]: Natural gas demand and price risks 🔑 Key Takeaways: ● Oil and gas will remain part of the energy mix longer than many expect. Gould emphasizes that global energy infrastructure is massive and cannot be replaced quickly, making a full transition a decades-long process. The focus should be on gradual mitigation through new technologies rather than assuming a rapid phase-out. ● Natural gas demand is rising, but it comes with risks. Growth in LNG exports, domestic consumption, and power needs from AI and data centers could strain supply and trigger price volatility. If prices spike too high, regulatory intervention could follow, creating uncertainty across markets. ● Great leadership comes from listening and broad exposure. Gould credits his success to working across regions, functions, and roles, which allowed him to connect macro trends with operational realities. He stresses that leaders must listen closely to their teams, stay curious, and build organizations with strong morale to perform at scale. 👤 Guest Spotlight: Andrew Gould Andrew Gould is one of the most respected leaders in the global energy industry, having spent 37 years at Schlumberger, including serving as CEO, and later leading BG Group through its landmark sale to Shell. With decades of experience across operations, technology, and global markets, he brings a rare perspective on how energy systems evolve and scale. Today, he continues to work with Charlie , dvise and shape the industry through board roles and investments across energy and technology. Stay Connected: https://www.talon-cap.com/ https://www.linkedin.com/company/talon-capital-corp/ https://www.linkedin.com/in/andrew-gould-8a54b239 Website: https://www.talon-cap.com/ LinkedIn: https://www.linkedin.com/company/talon-capital-corp/ Contact: contact@talon-cap.com

    1h 14m
  2. MAR 13

    Episode 03: The Energy Transition Explained: Dr. Diana Gragg on Electrification, Efficiency & the AI Surge

    Dr. Diana Gragg leads the Explore Energy Program at Stanford’s Precourt Institute for Energy and teaches one of the university’s most popular courses on understanding energy. In this episode, she breaks down the “electrify everything” strategy, why solar and batteries are reshaping the power market, and how rising AI and data center demand is testing the limits of the U.S. grid. Drawing on her background in air quality research and energy systems modeling, Diana explains how policy, markets, and technology intersect to drive real-world change. She also unpacks the uncertainty facing power planners today, how to build fast enough without overbuilding, and how to balance cost, reliability, and climate goals. 🎧 Episode Highlights: ● [12:13]: Ethanol, air quality, and why “green” fuels aren’t always cleaner ● [34:55]: Electrify everything and the case for efficiency ● [37:18]: Solar is now the cheapest and batteries change the game ● [44:40]: AI, data centers, and the grid’s uncertainty problem ● [47:01]: Building the next generation of energy leaders at Stanford 🔑 Key Takeaways: ● Electrifying everything is about making energy cleaner and more efficient. When we switch cars, heating, and other services to electricity, we use less energy overall and reduce pollution in homes and communities. Over time, the electricity itself can get cleaner, which makes the whole system better. ● Solar and wind have become some of the cheapest ways to produce new power. Adding batteries helps store that energy so it can be used at night or during peak demand. The real challenge now isn’t just building renewables, but making the grid flexible and reliable enough to handle them. ● AI and data centers are driving a new surge in electricity demand. The problem is that power plants take years to build, while data centers can go up much faster. The biggest risk is not knowing exactly how much power will be needed, which makes planning and investing in the grid more complicated. 👤 Guest Spotlight: Dr. Diana Gragg Dr. Diana Gragg is the Managing Director of the Explore Energy Program at Stanford University’s Precourt Institute for Energy, where she leads interdisciplinary energy education and student engagement initiatives. She also teaches Stanford’s popular “Understanding Energy” course, helping students build a systems-level view of electricity markets, renewables, and the energy transition. Dr. Gragg focuses on electrification, renewable integration, and how rising AI-driven demand is reshaping the future of the grid. Stay Connected: https://www.talon-cap.com/ https://www.linkedin.com/company/talon-capital-corp/ https://www.linkedin.com/in/diana-gragg-b793184/ Website: https://www.talon-cap.com/ LinkedIn: https://www.linkedin.com/company/talon-capital-corp/ Contact: contact@talon-cap.com

    52 min
  3. Episode 02: Inside the Thunderbirds: Col. Justin "Astro" Elliott on Leadership, Boundary Avoidance & the New F47!

    12/24/2025

    Episode 02: Inside the Thunderbirds: Col. Justin "Astro" Elliott on Leadership, Boundary Avoidance & the New F47!

    Colonel Justin "Astro" Elliott commanded the U.S. Air Force Thunderbirds—the elite demonstration squadron featured in Netflix's "America's Thunderbirds." In this episode, Astro shares what it takes to lead a team that performs inches apart at 400+ miles per hour, and how those lessons translate to leadership in any high-stakes environment. Astro spoke at our Leadership Speaker Series this past December, and here, we bring those insights to a wider audience. Col. Justin J. Elliott Division Chief – Integrated Operations NORAD and USNORTHCOM Col Justin “Astro” Elliott is the Division Chief for NORAD and USNORTHCOM’s Integrated Operations Division, Peterson Space Force Base, Colorado. In this capacity, Col Elliott supervises 200 operators from 9 US and Canadian military branches through execution of both current and future NORAD and USNORTHCOM operations across all domains. Col Elliott and his team execute the critical homeland defense mission, create a global threat picture, and posture national leadership from both the US and Canada to respond swiftly to challenges from abroad. Elliott entered the Air Force in 2005 with an ROTC commission from Yale University. He subsequently served in F-15E and F-35 squadrons as an instructor pilot and evaluator. After attending the USAF Weapons School, he served as Weapons Instructor and Operational Test Pilot in the 422nd Test and Evaluation Squadron, 53rd Wing, Nellis AFB, Nevada. After graduating from Test Pilot School, he served as Experimental Test Pilot in the 40th Flight Test Squadron, 96th Test Wing, Eglin AFB, Florida. Col Elliott commanded the 59th Test and Evaluation Squadron, Nellis AFB, Nevada where he led test and evaluation of all 6 USAF fighters (F-35, F-22, F-15EX, F-15E, F-16, and A-10). Col Elliott subsequently served as Commander/Leader of the USAF Thunderbirds. As “Thunderbird 1,” Col Elliott led the Air Force’s demonstration squadron through 150 airshows across 70 US and international cities while flying his F-16’s mere inches apart at speeds greater than 600 mph. EDUCATION 2005 Bachelor of Science, Mechanical Engineering, Yale University, New Haven, Conn. 2005 Air and Space Basic Course, Maxwell AFB, Ala. 2010 Master of Science, Aerospace Engineering, North Carolina State University, Raleigh, N.C. 2011 United States Air Force Squadron Officer School, Nellis AFB, Nev. 2012 United States Air Force Weapons School, Nellis AFB, Nev. 2014 United States Air Force Test Pilot School, Master of Science, Flight Test Engineering, Air University, Edwards AFB, Calif. 2018 Strategic Policy Fellowship, Air Command and Staff College, Office of Secretary of Defense, Pentagon, Washington D.C. 2024 NATO Defense College, Air War College, Rome, Italy 2025 Joint and Combined Warfighting School, Norfolk, Virginia Website: https://www.talon-cap.com/ LinkedIn: https://www.linkedin.com/company/talon-capital-corp/ Contact: contact@talon-cap.com Website: https://www.talon-cap.com/ LinkedIn: https://www.linkedin.com/company/talon-capital-corp/ Contact: contact@talon-cap.com

    1h 41m
  4. Episode 01: How AI Breakthroughs Have Reshuffled the Trillion Dollar Chip Race w/Chris Miller, Author of International Best Seller, Chip War

    11/26/2025

    Episode 01: How AI Breakthroughs Have Reshuffled the Trillion Dollar Chip Race w/Chris Miller, Author of International Best Seller, Chip War

    The fragility of the AI boom is that supply isn’t the only constraint—power is. The U.S. is pouring new energy into rebuilding the chip industry at home, but the real story is how fast the demand for computing is growing. In this episode, Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology, helps us explore why semiconductors became a geopolitical battleground and how interdependence in the supply chain raises the stakes for everyone. We talk about Texas becoming a new center for chip investment, the choke points standing in the way of scale, and what leaders can do now to map and manage their exposure. Topics discussed: Chris’s background and inspiration for his book (0:33) Why you can’t understand chips without the global supply chain (04:01) Origins of the industry in the Texas (04:45) The surprising turning point in the industry (06:31) Interdependence between the U.S., China, and Taiwan (08:59) Choke points: tooling, materials, and coordination (11:42) The pros and cons of onshoring (12:58) Who will win the technological race? (14:33) The power problem for AI and data centers (15:37) How the AI boom has impacted the chip industry (16:22) Nvidia, in-house chip design, and the future (17:29) Why security and trust are becoming bigger issues (21:00) AI adoption and which industries are disrupted first (22:42) Advice to corporations on supply chain and resilience (23:20) Government’s role in the investment of chips (25:44) The biggest consumer shift AI will drive next (30:26) Website: https://www.talon-cap.com/ LinkedIn: https://www.linkedin.com/company/talon-capital-corp/ Contact: contact@talon-cap.com

    31 min

Ratings & Reviews

5
out of 5
6 Ratings

About

Welcome to the Altitude by Talon podcast, where we explore energy, AI, entrepreneurship, and investing with the experts building the future. Each episode brings candid conversations with founders, investors, and industry leaders reshaping how we power our world, leverage artificial intelligence, build companies, and allocate capital. We cut through the noise to deliver actionable insights from people who have done the work and achieved real results.Whether you're an entrepreneur seeking your next breakthrough, an investor looking for emerging opportunities, or simply curious about the forces transforming our economy, Talon Talks provides the knowledge you need to stay ahead.Topics: Energy innovation • Applied AI • Startup strategy • Investment trends • Leadership lessons from successful exits