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Episode 1: Bombs, Barrels, and the Bot That Said No to the Pentagon
The U.S. bombs Iran and crude doesn't even flinch. Anthropic refuses to remove AI safety guardrails for the Pentagon, gets blacklisted, and then doubles its revenue. Meanwhile, CMG's reservoir simulation tech is getting so good that it's changing when and whether title work even gets commissioned.
This is Episode 1 of Silicon & Shale. We came in hot.
What We Cover
E&P Deep Dive: Why Didn't Oil Spike? — Operation Epic Fury hits Iran and crude holds at $70 instead of spiking to $90. OPEC's spare capacity numbers might be fiction. What this means for Oklahoma operators: DUC completions…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.