Latest / Silicon & Shale Podcast

TotalEnergies x Mistral: Frontier AI for Reservoir Exploration
Derrick and Packer dig into TotalEnergies' multi-year partnership with Mistral: more than EUR 100 million for frontier and agentic AI dedicated to reservoir exploration and engineering.
The conversation covers what proprietary reservoir models change versus last week's org-scaffold / GPU-commodity frame, where agentic scenario generation stops and engineer sign-off starts, and why IOC-frontier-lab deals keep IP on the operator side.
Sources consulted for this episode:
- [TotalEnergies newsroom - TotalEnergies announces a partnership with Mistral to develop frontier AI models dedicated to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.