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  • Why Oil Companies Leave So Much Money Downhole

    Why Oil Companies Leave So Much Money Downhole
    2026/07/10

    Everybody chases the drill bit, but the real money can hide in wells that have produced for years. D.J. Snyder left drilling and completions to chase what nobody wanted to touch: production. His company Vannevar builds downhole tools that squeeze more oil out of wells already in the ground, using a marginal gains mindset borrowed from F1 and the Tour de France. Chuck gets into frac plugs, pumper routes, why nobody shuts in a well to fix it, and how AI could give operators one source of truth.

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    00:00 Meet D.J. Snyder
    01:05 From drilling to the overlooked world of production
    02:47 Old tech, new problems: gas, sand, and horizontal wells
    06:24 Physical widgets and the marginal gains mindset
    08:32 Why there's no one size fits all
    13:00 Heresy: actually watch and fix your wells
    16:57 The AI promise of one source of truth
    18:43 Rethinking the pumper's daily route
    22:57 War stories, the Bakken, and naming tools
    25:18 ROI, payback, and how you really sell it
    28:25 Who to call, what it costs, and building a company
    36:03 How AI reshapes the work itself
    38:16 Robots, drones, and the future of the field
    40:14 Why boards say yes and value beats cheap
    44:53 Wrap up and where to find DJ

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    45 分
  • The Best Oil Investment Most People Don’t Understand

    The Best Oil Investment Most People Don’t Understand
    2026/06/30

    You can own the dirt under someone's ranch without ever setting foot on it and still collect a check every month while an oil company does all the work. Karl Brensike of Harvest Mineral & Royalty Partners calls minerals the single greatest asset class on the planet, and he makes a pretty convincing case for it. Chuck digs into how regular folks can finally get a piece, why people really decide to sell, and the apple pie scheme that squeezed a million bucks out of Chevron.

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    0:00 - Mineral versus royalty, explained for mom
    1:23 - Why US mineral ownership is uniquely American
    4:28 - The first oil lease and the Far and Away land rush
    8:11 - Splitting estates and why mineral owners keep multiplying
    9:25 - Karl and Chuck's history and the 2014 Thanksgiving crash
    10:43 - Why people actually decide to sell
    11:55 - The early days of investing in minerals
    14:46 - The Caritas run and the perfectly timed 2008 hedges
    22:17 - Buying ahead of the drill bit with Haymaker
    23:33 - Why everyone should own some as an energy hedge
    26:08 - The four kinds of buyers and the grassroots game
    27:22 - The thesis behind Harvest
    44:46 - Crazy mineral stories from the field
    48:09 - The Toby Bean apple pie story

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    51 分
  • The Stablecoin Backed by Real Barrels of Oil

    The Stablecoin Backed by Real Barrels of Oil
    2026/06/25

    What if you could stash a barrel of oil in a digital bank account and drop it in your kid's Christmas stocking? That's the wild idea Wil Harris of Energy Substantiation is chasing, building the stablecoin of oil. He breaks down how WTI coins work, why nobody had ever banked a barrel before, and Chuck puts on his critical investor hat to try and blow the whole thing up.

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    0:00 - The barrel of oil coin on Chuck's dresser
    2:08 - How Wil ended up bridging crypto and oil
    4:03 - What a stablecoin actually is, explained for mom
    10:05 - The minus 37 dollar day, USO, and True Tracker
    12:21 - Banking a barrel: minting, redeeming, the bank of oil
    19:25 - Critical investor mode: what protects your money
    24:08 - Credit reviews, unencumbered barrels, and ABLs
    28:50 - The reverse Dutch auction and the trading platform
    32:16 - A brand new form of capital for producers
    36:06 - Crypto adoption, 700 million accounts, and the Yeezys story
    38:34 - Selling the company, line fill, and credit over time
    45:59 - Who they want to hear from and WTI as the world standard
    48:34 - Still early days and how to reach them

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    51 分
  • The Candy Crush Guy Now Secures Oil and Gas AI

    The Candy Crush Guy Now Secures Oil and Gas AI
    2026/06/02

    Running data security for Candy Crush during a pandemic turns out to be solid training for almost anything, and Sam Texas brought that hard earned paranoia to Collide. From flipping thrift store suits on eBay to keeping the world's biggest mobile game alive from Sweden, his road to oil and gas was anything but typical. He breaks down defense in depth, SOC2, and why locking down AI inside a company becomes its own arms race once the machines start fighting the machines.

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    00:00 The Candy Crush guy comes to Houston
    02:07 eBay suits, semiconductors, and a detour to Sweden
    04:50 How a LinkedIn DM turned into Collide
    07:13 Going all in on Claude and chasing SOC2
    09:40 Security explained, Fort Knox style
    12:42 What's set in stone, what's in flux
    14:29 The AI versus AI arms race
    15:04 The Mythos model and real reasons to pay attention
    16:32 Big brother advice for adopting AI safely
    20:00 Data exfiltration and what keeps him up at night
    22:30 The next 30 to 60 days at Collide
    24:39 Securing the bleeding edge for an industry that skipped SaaS

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    28 分
  • Can AI Predict the Next Oilfield Disaster?

    Can AI Predict the Next Oilfield Disaster?
    2026/05/19

    Cority has been quietly building environmental, health, and safety software for forty years, and Amanda Smith runs the strategy keeping up with AI that changes every six months. She and Chuck get into why a system of record beats raw AI on life or death calls, how a 600 page permit went from months to minutes, the stat that 95 percent of employees are already using shadow AI, and the PDF problem that has every energy company stuck.

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    0:00 The Cority story and 40 years in EHS software
    2:30 How the software shows up on a rig and in the office
    5:45 The SaaS apocalypse question and why context beats raw AI
    9:30 Amanda's family mining history and why this work is personal
    11:00 Recruiting AI talent to Houston and the six month change cycle
    15:00 Shiny objects versus solving real problems
    18:00 Auditability, HIPAA, and the black box problem
    19:30 Where Collide is heading as an operating system
    23:00 Employee resistance and the friction point playbook
    27:30 Six hundred page permits, 3000 filings, zero mistakes
    30:00 Agentic workflows as the new source of record
    34:30 Correlation, causation, and the shale revolution lesson
    37:30 The PDF problem and using 2 percent of energy data
    41:30 Learning to drive as the AI adoption analogy
    43:00 What we are not talking about today that we will be in five years
    48:30 Ninety-five percent of employees are using shadow AI

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    53 分
  • 90% of the Oil Is Still in the Ground. This Is the Technology Built to Get It.

    90% of the Oil Is Still in the Ground. This Is the Technology Built to Get It.
    2026/03/18

    Jon Slominski, Founding AI Engineer at Collide, sits down with Chuck to break down what it actually takes to build AI that works inside a real oil and gas enterprise. From agent hierarchies that read and write across legacy systems, to a mapping interface that lets you chat your GIS data into shape, Jon shares what he's building, what wakes him up at 4am, and why the biggest unlock might still be the 90% of oil we haven't touched yet.

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    0:00 - Intro and Jon's background
    1:30 - How Collide has evolved since Jon joined
    4:00 - Agent hierarchy explained
    6:10 - The hard part: taking AI from POC to production
    9:30 - Auditable search and why citations matter
    10:00 - What Jon is most proud of
    11:20 - The mapping interface coming to Collide
    13:50 - What keeps Jon up at night
    16:50 - Using AI to unlock the 90% of oil still in the ground

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    20 分
  • The Unsolved Problem Hiding Inside Every Oil and Gas Deal

    The Unsolved Problem Hiding Inside Every Oil and Gas Deal
    2026/03/11

    Most energy companies buying billion dollar assets get handed a stack of hard drives and have zero clue what's on them. Clay Branch, Technical Staff at Collide, joins Chuck to break down the unglamorous but absolutely critical work of document categorization, data extraction, and why clean reliable data is the real foundation of any AI strategy in oil and gas.

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    Click here to view the episode transcript.

    0:00 Clay's background and how he ended up at Collide
    1:34 The reality of energy data: hard drives, banker's boxes, and chaos
    4:47 Building document categorization tools from scratch
    8:52 Handling duplicates and the shared drive problem
    13:57 Why data reliability is the foundation of AI
    17:21 The last mile: getting from 80% to 100% accuracy

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    19 分
  • TCU Sent College Kids Into the Permian Basin. Here's What Happened.

    TCU Sent College Kids Into the Permian Basin. Here's What Happened.
    2026/02/25

    TCU's energy internship program is back for round two and the results are kind of wild. What started as a summer experiment with business students who knew zero about oil and gas turned into kids giving no-notes presentations on legacy well economics in just ten weeks. Nikki Morris, Executive Director of TCU's Ralph Lowe Energy Institute, and Ryan Haggerty, Owner at RHR Oil and Gas, break down the field trips from Diamondback frac sites to 70 year old vertical wells, how AI is changing the game for young talent but still can't replace the crusty old timer making the final call, and why the industry's biggest problem with 150,000 orphan wells in Texas might need a proactive solution before Washington forces one.

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    Click here to view the episode transcript.

    0:00 Intro and field trip recap from Riot's bitcoin mining site to Corsicana
    2:45 First impressions of the oilfield and the stiletto boots story
    5:22 How students connected the dots seeing wells in person
    8:21 Why basic energy education is missing from schools
    10:30 Overview of TCU's energy programs and student workers
    13:00 How Ryan and Nikki connected through the Fort Worth chamber
    17:32 AI vs tribal knowledge and the great crew change debate
    19:07 The HEB data scientist story that shocked an operator
    21:48 Ryan's legacy well project and what the students discovered
    25:14 The pyramid of problem solving and where AI fits
    28:40 What's next for the students and the upcoming TCU Energy Symposium
    30:52 Nuclear energy gaining traction with SMRs and molten salt reactors
    34:02 The orphan well crisis and incentivizing proactive plugging
    37:28 Where to find Ryan and Nikki

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    39 分