Bill Arend from Microsoft and Canisius Rozario, CTO of Collide, talk through the messy reality of deploying AI in oil and gas—why most E&Ps have gone all-in on cloud, how data security actually works when you're not training models on customer data, and why multi-cloud strategies are dying out. They dig into deployment models across SMBs and enterprise NOCs, the build-versus-buy trap that keeps operators stuck, and why agents managing other agents might be the wildest thing happening in five years.

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0:00 - Introductions and background
2:45 - Cloud versus on-prem decision factors today
6:12 - How Microsoft scales compute for AI workloads
8:30 - Data security and customer data segregation
13:18 - Deployment models across SMB and enterprise clients
18:45 - Why Azure is positioned for energy sector AI
24:02 - Why can't companies just use Copilot themselves
28:16 - Data security risks with quantum computing
31:40 - Multi-cloud strategies and resiliency concerns
37:25 - Data ownership and extraction costs
42:10 - Crystal ball question on agents managing agents

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