Big Digital Energy

Digital Wildcatters
  • 4.3 (14)
  • BUSINESS NEWS
  • UPDATED WEEKLY

Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.

  1. 1D AGO

    Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26

    Landman day rates have basically been stuck in neutral since 2000, and Kyle Reynolds of RBG Permian walks Chuck through why that’s turning into a real problem as the field vets age out. Along the way they hit what AAPL actually does, why records still aren’t fully digital, how AI is speeding up title work without replacing judgment, and why NAPE is quietly turning into a marketplace for way more than just oil and gas. 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 Oscars cold open and grim stats tease01:00 AAPL basics and what it actually does03:20 The field landman shortage and aging workforce05:10 Day rates vs inflation and the ROI argument06:05 Why tech hasn’t removed courthouse work12:15 Speeding up drill readiness with better pay and tools15:30 AI in land work, productivity, and replacement fears20:00 Why humans still need the rules to break them26:00 Data centers, minerals, and land becoming the bottleneck33:20 NAPE dates, format changes, and what’s new36:20 Hubs: bitcoin, minerals, rare earths, offshore, data centers39:05 Energy is really electrons now41:10 Paying for quality and avoiding expensive cleanup laterhttps://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    44 min

  2. 6D AGO

    Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26

    Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real. 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 New year banter and market mood02:00 WTI and gasoline reality check05:00 Frac spreads, rigs, and production confusion10:30 Venezuela headlines vs fundamentals16:00 Energy stocks and discipline19:00 Grading the administration25:00 Immigration, wars, and geopolitics39:00 Tariffs, trade, and supply chains47:00 Energy transition reality check53:00 2026 oil and gas predictions59:00 Midterms outlook and wrap-uphttps://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    1h 9m

  3. JAN 9

    Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25

    Headlines love tossing around Venezuela’s “303 billion barrels” like it’s a magic switch, but the reality is messy, expensive, and slow. Mark and David Pursell, Adjunct Professor of Petroleum Engineering, walk through why heavy oil, busted infrastructure, and shaky politics make this a long-cycle rebuild, not a drill-and-chill moment, plus what to watch in markets when the story sounds too easy. 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 and why Venezuela is everywhere02:10 David’s Venezuela background and PDVSA history07:40 Why production is hard to restart09:20 Reserves vs resources and the heavy oil problem12:45 Refining limits and why Canada filled the gap16:05 Capital, contracts, and what companies actually watch24:45 Guyana, Argentina, and above-ground risk29:00 Inventories, OPEC, and where the “surplus” is hiding37:15 What to watch over the next 18 months50:10 Saudi data story and why numbers get political55:20 Teaching, capstone, and wrapping uphttps://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    1 hr

  4. 12/24/2025

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

    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. 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 Safe harbor and why this convo exists01:15 Mark’s path into investing03:05 Building credentials and breaking into research05:16 Landing on the energy team08:03 Conventional to shale and valuation shifts13:18 The negative free cash flow era16:29 Why energy shrank inside the S&P17:24 Too many public E&Ps and consolidation20:18 Institutions hug the biggest names23:06 Expertise drain and small caps struggle28:54 Leaving Wellington and joining Kimmeridge32:03 Why activism matters in energy37:05 Timing the move into 202040:10 How activism fits the sector today47:57 Portfolio quality over top down labels57:39 Gas, power, and AI data center demand01:01:11 New revenue streams and the next cyclehttps://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    1h 7m

  5. 12/23/2025

    Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production

    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. 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 Product market fit jokes and kickoff00:28 VC email flashback and velocity01:29 Forward deployed model and AI first mindset02:18 Sam Texas and AI coding shift04:04 What AI first actually means06:18 Not just podcast bros anymore07:00 AI breaks silos across the business08:21 Doglegs example and incentives09:57 Change management is the advantage10:18 Client story and regulatory filings win12:42 Selling outcomes not hype13:36 Building the FTE team and faster delivery16:24 AI strategy as workflow ROI first18:26 Grok as a thought partner and GPU cluster20:15 Shale revolution mindset parallel22:29 Recruiting, software DNA, and stacked team26:16 Content and community as a recruiting engine29:11 Distribution flywheel in the real world30:22 Team distribution vs product debate32:32 2026 is the scaling year34:02 Community platform finally clicking36:09 Building the community platform the hard way39:20 Scaling clients, POCs, and production41:09 Why mom and pops matter41:55 Energy demand tailwinds and macro impact44:44 One word answer for next year: scale45:20 POC to production cycle time focus47:12 Scaling tech, sales, and financing49:45 Moving at AI speed story50:14 Raising capital and building serious software52:56 Collide as the operator layer vision54:02 Gratitude and community over everything https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    56 min

  6. 12/23/2025

    Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail

    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. 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 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 https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters https://app.collide.io/content/RprbJAD

    49 min

  7. 12/23/2025

    2025 Community Year In Review: How Collide Evolved This Year (And What's Next)

    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. 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 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 https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    44 min

  8. 12/19/2025

    Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25

    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. 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 Studio one return and catching up02:05 Nantucket, offshore wind, and moving to Dallas11:20 Ford EV impairment and the pivot back21:05 BP CEO exit and Meg O’Neill incoming32:10 Ascent bid and continuation fund basics39:57 Venezuela pressure and oil angle45:28 Holiday stories and Christmas rituals50:57 Rice band legends and sign offhttps://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

    55 min
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4.3
out of 5
14 Ratings

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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.

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