Silicon & Shale Podcast

Silicon & Shale

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Where the Oil Patch Meets the Algorithm. Weekly podcast covering the collision of AI and energy. siliconandshale.substack.com

Aug 11

Episode 10: Chevron turning into an infrastructure landlord & the true cost of data centers

Derrick and Packer examine Chevron turning into an infrastructure landlord, the true cost of data centers, and why rogue AI agents are maybe not as “rogue” as the headlines want you to think. The episode focuses on the operational implications, where AI actually helps, and what should remain under human review. Sources consulted for this episode: • Crude Realities (Digital Wildcatters) — Trump Steals Warren’s Windfall Tax, Chevron Becomes Microsoft’s Landlord | BDE 08.04.26 https://bde.collide.io/episodes/trump-steals-warrens-windfall-tax-chevron-becomes-microsofts-landlord-bde-08-04-26 • Upstream Oil and Gas — CO2 in CCS and EOR with Ed Covington, Pelican Energy Consultants | Ep 352 https://feeds.oggn.com/co2-in-ccs-and-eor-with-ed-covington-pelican-energy-consultants-ep-352/ • The Energy Gang — Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices. Episode link unavailable • The Neuron — BONUS: How to Use AI Agents for Total Beginners: A Crash Course w/ Agent Builder James McAulay • The Neuron — AI Agents Are About to Move Off the Cloud. Here’s What Changes • Hard Fork — The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express https://www.nytimes.com/column/hard-fork • Moonshots with Peter Diamandis — Google’s Jeff Dean Exits, SpaceX Hits $100B in Rev & OpenAI’s Astra Solves Decade-Old Math Problems with Emad Mostaque | EP #277 Episode link unavailable • Moonshots with Peter Diamandis — Michael Kratsios on the New Golden Age of American Science | EP #276 Episode link unavailable • No Priors — Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad Episode link unavailable • Practical AI — Models, Harnesses, and Multi-Agent Systems https://share.transistor.fm/s/063cfaad • The Artificial Intelligence Show — #229: Q3 Trends Briefing - The Pope’s AI Encyclical, AI Agents Hack Hugging Face, Fable 5 vs. Washington, and the Battle Over Open Weights Episode link unavailable • The Artificial Intelligence Show — #228: More Rogue AI Agents, AI Lab Staff Ask Washington to Pace Development, Continuing Battle Over Open Weights & OpenAI Previews Astra Episode link unavailable • the startup ideas podcast — These AI Marketing Agents Get You Customers Episode link unavailable • the startup ideas podcast — Graph Engineering Clearly Explained Episode link unavailable • All-In with Chamath, Jason, Sacks & Friedberg — Google’s AI Brain Drain, SpaceX’s Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI https://allinchamathjason.libsyn.com/googles-ai-brain-drain-spacexs-huge-quarter-airtables-90-collapse-us-data-fuels-china-ai • All-In with Chamath, Jason, Sacks & Friedberg — Saronic Founders: Autonomous Warships, China’s 230X Advantage & Swarms of Robot Ships https://allinchamathjason.libsyn.com/saronic-founders-autonomous-warships-chinas-230x-advantage-swarms-of-robot-ships • Using AI at Work — 116: AI Strategy for Business: How to Turn AI Into Practical Business Results with Eddie Irvin Episode link unavailable 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
Aug 3

Episode 9: Acquisition Data, Field AI, and the Automation Build List

Derrick and Packer examine natural-gas bottlenecks, acquisition-data cleanup, field automation, and a practical read-only pilot that keeps people in control. Topics include acquisition integration, digital infrastructure, read-only pilots, human approval, source trails, and field-maintenance alerts. Sources consulted for this episode: - Crude Realities (Digital Wildcatters) — Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26 - Upstream Oil and Gas — Pioneering CCS: Dr. Niraj Gupta’s Journey from Geology to Offshore Storage | Ep 351 - Oil and Gas This Week — Oil and Gas This Week | July 31 2026 | Ep 407 - The Neuron — BONUS: How to Publish Your AI-Built App to the App Store - The Neuron — AI Can Build It, But Can AI Ship It? - Hard Fork — Open Model Wars + Claire Stapleton’s Dishy Google Memoir + Substack’s Slop Fight - Moonshots with Peter Diamandis — Dario vs Jensen on Open Weights, OpenAI & Anthropic in DC, Xi Exports AI to Global South | EP #275 (episode link unavailable) - Moonshots with Peter Diamandis — Jared Isaacman: NASA’s Moon Base by 2028, Optimus Robots on the Moon, The Truth About UFOs | Ep #274 (episode link unavailable) - No Priors — Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak (episode link unavailable) - Practical AI — Reconstructing how OpenAI agents attacked Hugging Face - The Artificial Intelligence Show — Ep. 227: How Good Karma Brands Got Serious About AI and Made It Stick - The Artificial Intelligence Show — #226: OpenAI’s Rogue Model, Kimi K3, Open Weights Letter & Demis Hassabis Calls for AI Regulatory Body - Using AI at Work — 115: Rethinking AI Governance for Enterprise Adoption with Dr. Markus Schmidberger (episode link unavailable) - Using AI at Work — 114: Using AI Implementation Strategies To Drive Real Business Impact with Darren Ward (episode link unavailable) - the startup ideas podcast — Jack Dorsey’s Buzz: The New Hermes Agent? (episode link unavailable) - the startup ideas podcast — How I use Claude Code + MCPs to run my marketing (episode link unavailable) - All-In with Chamath, Jason, Sacks & Friedberg — Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani’s Grocery Stores - All-In with Chamath, Jason, Sacks & Friedberg — The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China’s Threat, and the End of Dangerous Jobs 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
Jul 28

Episode 8: AI Agents Meet the Oil Patch

This week, Derrick and Packer examine AI agents that build software, autonomous-model security risks, oil-market resilience around the Strait of Hormuz, transmission competition, and the renewed fusion race. Then they turn those signals into five practical build concepts: a TitleChain Anomaly Detector, ClauseGuard, Ask FieldOps, ReguTrack, and ShiftBrief. Each concept keeps the evidence visible and leaves legal, regulatory, financial, and operating decisions with a named person. Silicon & Shale is where the oil patch meets the algorithm. Sources consulted for this episode: Crude Realities (Digital Wildcatters) - Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26 https://bde.collide.io/episodes/iran-kills-us-troops-houthis-blockade-the-red-sea-oil-shrugs-bde-07-21-26 Upstream Oil and Gas - Transmission Competition and Electricity Costs with Paul Ciccio | Ep 350 https://feeds.oggn.com/transmission-competition-and-electricity-costs-with-paul-ciccio-ep-350/ The Energy Gang - Is fusion power here at last? The Neuron - BONUS: We Built 15+ Apps With AI. Here’s What Actually Worked The Neuron - Will AI Robots Perform Surgery Better Than Humans? Hard Fork - OpenAI Models Go Rogue + Kimi K3 Freakout + A.I. Superforecasting https://www.nytimes.com/column/hard-fork Moonshots with Peter Diamandis - The Hugging Face Breach, Moonshot AI Valued at $20B, and Living to 1,759 Years Old | EP #273 No Priors - Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang Practical AI - Surviving the New Economics of a Post-Agentic World https://share.transistor.fm/s/8a2e4fc0 Using AI at Work - 113: Using AI Agents for Business: From Chatbots to Autonomous Workflows with Bryan McAnulty The AI Report - AI Special Report: The Rogue OpenAI Hack https://play.cdnstream1.com/s/radiocustoms/the-ai-report/ai-special-report-the-ro-ef66ba The AI Report - When AI Hacks Back: OpenAI’s Rogue Model Shock https://play.cdnstream1.com/s/radiocustoms/the-ai-report/when-ai-hacks-back-opena-e3c74d the startup ideas podcast - How I run a team of AI Agents 24/7 the startup ideas podcast - FDE: The $1M/Year AI Job Explained All-In with Chamath, Jason, Sacks & Friedberg - The Fight Over Open Source AI, Anthropic’s $1.5B Payout, NYC Socialists: Evictions = Violence? https://allinchamathjason.libsyn.com/the-fight-over-open-source-ai-anthropics-15b-payout-nyc-socialists-evictions-violence All-In with Chamath, Jason, Sacks & Friedberg - Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? https://allinchamathjason.libsyn.com/mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out 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
Jul 23

Episode 7: The Grid Crunch Hits Main Street

This week: data-center power demand reaches Main Street, geopolitical risk returns to the Strait of Hormuz, and AI agents move from office demos into real operations. Derrick and Packer break down what those shifts mean for operators, land teams, and the next wave of E&P automation. 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
Mar 29

Episode 6: The Grid Wants What the Grid Wants — Power Crunches, AI Battery Breakthroughs, and Why Your Frac Fleet Can't Get Electrons

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
Mar 25

Episode 5: Qatar LNG Shock, NVIDIA's Enterprise AI Play, and Why Your Title Chain Might Be Wrong

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 wrong We 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
Mar 17

Episode 4: Eight Years in Two Weeks — AI R&D, the Hormuz Squeeze, and What Landmen Are Actually Afraid Of

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
Mar 12

Episode 2: AI Knows Oil — Collide AI, the Data Center Power Grab, and the Future of Energy Workers

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
Mar 12

Episode 1: Bombs, Barrels, and the Bot That Said No to the Pentagon

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 Cover E&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 Neuron Silicon & 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
Mar 12

The Derrick & Packer Show — Pilot Episode

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 Cover E&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

10 Episodes

Where the Oil Patch Meets the Algorithm. Weekly podcast covering the collision of AI and energy. siliconandshale.substack.com

Creator

Silicon & Shale
Years Active

2026
Episodes

10
Rating

Clean
Copyright

© Silicon & Shale
Show Website

Silicon & Shale Podcast