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 wrong We also get into continuous pumping, grid strain, privacy-first AI, and what all of it means for ope...

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 Cover E&P Deep Dive: Why Didn't Oil Spi...

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...