H2S gets the Hollywood treatment, and let’s just say reality has some thoughts. The crew tears into how *Landman* portrays one of the oilfield’s most dangerous hazards, separating legit risks from TV-level exaggeration based on real-world experience. Along the way, the conversation veers into iconic Billy Bob Thornton one-liners, unhinged family drama, and the kind of business chaos that makes the show wildly entertaining, even when it stretches the truth. Equal parts industry reality check and group chat-style commentary, it’s honest, funny, and exactly how people who’ve actually been around the patch talk about this stuff.

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00:00 - Intro
00:27 - H2S Safety
06:32 - Maria Character Analysis
06:42 - Ariana Character Insights
10:22 - Allie Larter's New House Tour
11:33 - Goldman Sachs & Morgan Stanley Loans
17:35 - Matt & Warden Discuss Andy Garcia
22:10 - The Snow Cone Scene Breakdown
23:50 - Rebecca's Plane Ride Experience
26:15 - Snakes Only Deal with Snakes Concept
28:05 - Demi Moore at Monty's Grave
31:10 - Final Thoughts on Episode
34:00 - Weekend Wrap-Up

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Chuck, Matt, Gates, and Boar got together to unpack “Landman” Season 2, Episode 2, and it turned into the perfect mix of oilfield therapy session and comedy hour, calling out the ridiculous drilling logic, roasting Cooper’s disastrous money moves, and laughing through the show’s dramatic family moments. They riff on everything from cartoon-level oilfield economics to cartel side hustles and legal chaos, plus one absolutely unhinged analogy comparing modern extraction to a Whataburger milkshake. And of course, the infamous “sins of the father” moment sparks plenty of debate. If you’re into oil and gas or just love watching a good TV meltdown get dissected by people who actually know the industry, this breakdown hits the spot.

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00:00 - Intro
00:24 - Cooper's Character Analysis
02:12 - Opening Montage Breakdown
04:00 - Cooper’s Financial Situation Explained
07:53 - Breakfast Burritos Scene Discussion
08:41 - Man Camp Insights
10:53 - Tommy vs The DJ Showdown
13:18 - Demi Moore's Cameo
14:01 - Rebecca's Role in the Episode
19:58 - Cooper's Deal Unpacked
27:50 - Best Relationship Advice from the Show
29:10 - Episode Recap and Highlights
29:48 - Final Thoughts on the Episode
34:30 - Thanksgiving Reflections
36:00 - Oil District Overview

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Canisius and Bill dug into the whole on-prem vs cloud debate through the lens of AI, pointing out that massive compute needs and generative models pretty much force serious work into the cloud, with most operators moving to a hybrid setup rather than pure on-prem or multi-cloud. They spent a lot of time on trust, encryption, and data ownership, stressing that customer data stays isolated, is not used to train models unless you opt in, and that Microsoft’s job is to be the secure, scalable platform while companies like Collide handle the oil and gas specific workflows and “last mile” value. They also hit on why “we already have Azure and Copilot” is not the same as having a purpose-built solution, why a single-cloud plus good governance usually beats juggling multiple hyperscalers, and closed with a look ahead to a world where agents manage other agents and AI is wired into everyday work across legal, operations, and the field.

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Continental Resources’ John Argo sat down with us to talk about how AI can materially improve safety and performance in the oilfield, starting with the Lifesaver Initiative, a collaboration between multiple operators and workover companies to use AI and shared incident data to surface well- and job-specific risks before crews ever step on location. Drawing on his own path from first-generation oilfield kid to leading Continental’s Williston Basin, John connected the dots between the shale revolution (where U.S. production wildly outperformed every forecast), our still-low recovery factors (often under 20%), and the massive upside in using AI to capture tribal knowledge, diagnose problems faster, and turn scattered data into actionable frontline insight. He closed by tying it back to the culture that built Continental in the first place, embodied by Harold Hamm mapping wells at night from library logs and made the case that AI is the next big lever for the same mindset: more energy, safer operations, and better use of the resources we already have.

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Aurian Norouzi from Kraken Oil and Nick Smart from Collide break down how Kraken is using AI to replace some of the most time-draining midstream and commercial workflows, from digging through gas contracts to analyzing acreage dedications. They walk through real examples like automating North Dakota stripper-well filings, speeding up third-party forecasting with GIS data, and mapping contract dedications directly in Collide. A quick look at how AI is cutting manual work, reducing friction, and helping teams move way faster.

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Michael and Buck broke down how well search and automated regulatory workflows are already helping small, lean production teams move faster. Instead of digging through PDFs, Buck can pull a full well history in seconds, and he sees the next big win as using AI for diagnostics, spotting trends, suggesting likely issues, and helping pumpers focus on what actually matters. They also talked about the huge amount of tribal knowledge stuck in people’s heads and how tools like transcripts and voice-to-text can finally capture it so newer hands aren’t starting from scratch.

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John and Bobby broke down how RAG actually works and why the real battle isn’t the LLM, it’s the chaos sitting in PDFs, Excel files, post-job reports, random folder structures, and handwritten scans. They showed how extraction, chunking, and embeddings fall apart when data is messy, and why clean structure, good metadata, and consistent organization matter way more than people want to admit. They also hit on how tools like MCP and text-to-SQL let AI pull from WellView, production systems, and databases in one place, instead of everyone living in 20 different apps. The takeaway was simple: AI gets powerful fast when the data is ready, but if the inputs are junk, you’ll just get faster junk back.

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Todd broke down how we’re actually getting real ROI out of AI instead of chasing buzzwords, starting with the simple idea that domain expertise and clear value beats any hype cycle. He walked through the three places AI moves the needle G&A, capital, and risk and safety showing how agents can take over the daily grind like SCADA alert triage, revenue statements, AFEs, regulatory filings, and even capturing tribal knowledge before it walks out the door. He explained how Collide sits above systems like Quorum, WellView, SCADA, and accounting so teams can query everything in one place and see how a single well status change ripples across leases, contracts, and compliance. Regulatory use cases are exploding W-10s, injectors, flaring permits, methane reporting and mapping is becoming a key layer using tools like Mapbox. On the non-op side, the team is already extracting revenue statements and AFEs, pushing data into Aries and accounting, and setting up real ROI analysis for OBO partners. The takeaway start small, prove the value, then expand into a stack of agents that quietly take on the busywork so teams can focus on decisions that matter.

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Demi Moore storms into *Landman* Season 2 like she owns the place, instantly shaking up the oil patch with a leadership style that’s equal parts steel and swagger. The tension snaps from the jump, boardrooms turning into battlegrounds, wildcatters taking big swings, and Cooper somehow leveling up in the most unexpected way. Tommy’s playing his own dangerous game, Sam Elliott shows up with that signature gravitas that makes every family moment hit harder, and the whole season moves with this “anything can happen” energy. It’s messy, bold, and addictive in the best way, with twists and dialogue sharp enough to cut through pipe.

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CHAPTERS:
00:00 - Intro
00:40 - Demi Moore’s Speech
08:02 - Cooper’s Well
16:14 - TCU
19:35 - Demi Moore Insights
21:36 - Sam Elliott's Journey
23:55 - Sam Elliott’s Sunset Reflection
26:25 - The Last Scene Analysis
31:04 - Closing Thoughts
32:52 - Final Thoughts

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AI is shaking up oil and gas in all the best ways, and Todd Bush from Collide breaks it down like few can. He and Chuck dive into how automation is tackling tedious processes, think regulatory filings like W-10s and G-10s, and how AI is streamlining data extraction for mineral revenue statements. Todd shows off Collide’s enterprise AI system in action, revealing how it saves time, slashes costs, and helps operators make smarter, faster calls in the field. It’s a wild look at how machine learning is making oil and gas operations not just more efficient, but safer and a hell of a lot cooler.

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00:00 - Intro

00:58 - How Todd and Chuck Met

05:04 - Lessons from Selling AI Software

09:42 - Selling Outcomes in AI

14:05 - Automation of G10s and W10s

17:00 - AI-Generated W10s Demo

20:55 - No Human Involvement Required

23:00 - Revenue Statement Extraction Demo

27:25 - Where Does AI Stop?

27:58 - Future of the AI Industry

32:18 - AI as an Enhancement Tool

32:50 - Automating Workflows for Strategic Time

33:07 - Outro

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