All Episodes
Displaying 1 - 20 of 175 in total
Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shal...
Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
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 w...
2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
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...
Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
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, Chu...
Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
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 d...
Can One Governor Candidate Rewrite Alaska’s Energy Future?
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...
DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25
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 ...
Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25
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 Amazo...
The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25
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 Energ...
Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25
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-on...
Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25
California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission...
Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil ...
Revolutionizing Fracking with Real-Time Data | BDE 10.08.25
Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to b...
Trump’s bold take on climate week, Another BP walkback, solar plant shutdown | BDE 09.26.25
Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shot...
Elon Musk data centers, IEA's credibility, Jimmy Kimmel and Charlie Kirk aftermath | BDE 09.20.25
Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure i...
The Assassination That Shook Free Speech | BDE 09.12.25
The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time...
EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25
Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Ma...
NOV & Well Data Labs Are Changing the Game in Fracking | BDE 09.01.25
Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turni...
ExxonMobil in Trinidad, Presidio goes public, AI data centers, Putin & Zelensk | BDE 08.22.25
Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck a...
Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25
Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from bal...