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.

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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.

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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

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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.

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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

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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.

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00:00 Product market fit jokes and kickoff
00:28 VC email flashback and velocity
01:29 Forward deployed model and AI first mindset
02:18 Sam Texas and AI coding shift
04:04 What AI first actually means
06:18 Not just podcast bros anymore
07:00 AI breaks silos across the business
08:21 Doglegs example and incentives
09:57 Change management is the advantage
10:18 Client story and regulatory filings win
12:42 Selling outcomes not hype
13:36 Building the FTE team and faster delivery
16:24 AI strategy as workflow ROI first
18:26 Grok as a thought partner and GPU cluster
20:15 Shale revolution mindset parallel
22:29 Recruiting, software DNA, and stacked team
26:16 Content and community as a recruiting engine
29:11 Distribution flywheel in the real world
30:22 Team distribution vs product debate
32:32 2026 is the scaling year
34:02 Community platform finally clicking
36:09 Building the community platform the hard way
39:20 Scaling clients, POCs, and production
41:09 Why mom and pops matter
41:55 Energy demand tailwinds and macro impact
44:44 One word answer for next year: scale
45:20 POC to production cycle time focus
47:12 Scaling tech, sales, and financing
49:45 Moving at AI speed story
50:14 Raising capital and building serious software
52:56 Collide as the operator layer vision
54:02 Gratitude and community over everything

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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.

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Adam Crum brings some serious Alaska energy, literally and figuratively, as he sits down with Chuck to talk about where the state’s headed and how he thinks it can get there. He opens up about everything from playing football at Northwestern to steering Alaska through COVID, all the way to why he thinks the state’s future depends on smarter energy development, fixing outdated policies like the Jones Act, and protecting the culture that makes Alaska, well… Alaska. It’s a mix of big ideas, real talk, and a few stories you probably haven’t heard before, all centered around what it takes to lead and build a sustainable path forward for the Last Frontier.

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Chuck and Mark crank up the camp as they riff on the Landman season two premiere, bouncing from the show’s oil-patch chaos to the real-world energy circus. They torch the DOE Loan Programs Office’s messy reputation while breaking down its latest billion-dollar moves, like the $1B revival of Three Mile Island for Microsoft and AEP’s $1.6B transmission upgrade, along with its surprisingly strong 3.3% default rate and Tesla’s quick 2013 repayment. Then it’s off to China, where a coal-to-liquids boom big enough to replace 1.3 million barrels a day pairs with thorium molten-salt reactors and plans for a 200-MW nuclear-powered mega-ship by 2035, all signaling Beijing’s trademark long-game dominance. And in peak absurdity, ManBearPig strolls into COP30 as media fawns over Al Gore’s “climate rockstar” entrance, even as new studies warn of a potential Gulf Stream collapse that could freeze Europe like Arctic Canada. All the chaos, all the laughs, all the BDE energy.

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COP30’s giving big “save the trees… after we bulldoze them” energy, and Kirk and Mark are all over it. They roast the idea of hosting a climate conference in the Amazon while clearing land for roads, hotels, and runways, right as private jets zip overhead and new drilling permits get stamped. It’s peak irony, wrapped in green branding. They unpack the politics, the money, the energy realities no one onstage wants to mention, and why these climate summits keep feeling more like PR tours than solutions. Sharp takes, spicy commentary, and a whole lot of uncomfortable truth about what “going green” really looks like when the cameras are rolling.

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California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energy & Science, to break down how policy decisions, refinery shutdowns, and halted oil production are reshaping the state’s entire energy mix. They dig into why geothermal isn’t the quick fix it’s made out to be, how rising energy costs and job losses are hitting local communities, and the surprising environmental fallout from natural oil seeps along the coast. It’s a raw, honest look at what happens when politics and energy collide, straight from someone who’s been in the trenches.

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Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-only mindset and putting people back at the center of the climate conversation, think healthcare, infrastructure, and everyday quality of life. From the ripple effects across the energy world to Big Tech’s growing influence, they don’t hold back. The crew also tackles U.S.-China trade tensions, Russian oil sanctions, and how AI could shake up the future of energy. It’s a sharp, funny, and surprisingly optimistic take on one of the biggest climate conversations happening right now.

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