Silicon & Shale

Silicon & Shale Podcast

Technology EN ↓ 6 episodes

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

Author

Silicon & Shale

Episodes

Episode 6: The Grid Wants What the Grid Wants — Power Crunches, AI Battery Breakthroughs, and Why Your Frac Fleet Can't Get Electrons 29.03.2026 29:42

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

Episode 5: Qatar LNG Shock, NVIDIA's Enterprise AI Play, and Why Your Title Chain Might Be Wrong 25.03.2026 31:25

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 ope...

Episode 4: Eight Years in Two Weeks — AI R&D, the Hormuz Squeeze, and What Landmen Are Actually Afraid Of 17.03.2026 20:11

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

Episode 2: AI Knows Oil — Collide AI, the Data Center Power Grab, and the Future of Energy Workers 12.03.2026 15:07

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

Episode 1: Bombs, Barrels, and the Bot That Said No to the Pentagon 12.03.2026 22:13

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 Spi...

The Derrick & Packer Show — Pilot Episode 12.03.2026 25:31

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...