Shows / Silicon & Shale Podcast
Silicon & Shale Podcast
Where the Oil Patch Meets the Algorithm. Weekly podcast covering the collision of AI and energy.
siliconandshale.substack.com
Episodes
Silicon & Shale PodcastRead the Order Book: Turbines on Backorder and an Agent on the Night Shift
Derrick and Packer read the one place in earnings week that's hard to spin: the order book and the operating stats. Gas turbines are being bought by the…
Silicon & Shale PodcastWho’s on the Hook: A 2030 Pipe, a Take-or-Pay Hyperscaler, and the Autonomy Ladder
Derrick and Packer follow the money and the override this week. Somebody signed for capacity that won’t flow until 2030, and somebody else may be left holding…
Silicon & Shale PodcastPower Islands: The AI Boom Wants Its Own Grid, and the Oil Patch Is Selling the Islands
Derrick and Packer follow the AI build-out as it stops asking the grid for power and starts buying private gas-fired grids, pipe and plant-floor models from…
Silicon & Shale PodcastTwo Chevrons: Arena Joins the Table, Kilby Waits on Paper
Recorded Oct 13, 2026. Derrick and Packer look at two Chevrons in the same news cycle. One joined an AI subsurface software collaboration at the speed of a…
Silicon & Shale PodcastOff, Manual, Auto: AI Gets a Hand on the Setpoint
Derrick and Packer look at how far AI has gotten in the oil patch this week. The question has moved past "is the AI smart?" to "which rung of the ladder is it…
Silicon & Shale PodcastGas-to-GPU: 90 GW Announced, 2 GW Running
Derrick and Packer put the behind-the-meter gas boom for data centers on one scale: Cleanview's tracker counts 59 projects and roughly 90 GW of announced…
Silicon & Shale PodcastTotalEnergies 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…
Silicon & Shale PodcastEpisode 15: The week's E&P developments & applied AI
Derrick and Packer examine the week’s E&P developments, applied AI, and the automation ideas worth testing. The episode focuses on the operational…
Silicon & Shale PodcastEpisode 14: The week's E&P developments & applied AI
Derrick and Packer examine the week’s E&P developments, applied AI, and the automation ideas worth testing. The episode focuses on the operational…
Silicon & Shale PodcastEpisode 13: The week’s E&P developments & applied AI
Derrick and Packer examine the week’s E&P developments, applied AI, and the automation ideas worth testing. The episode focuses on the operational…
Silicon & Shale PodcastEpisode 12: The week’s E&P developments & applied AI
Derrick and Packer examine the week’s E&P developments, applied AI, and the automation ideas worth testing. The episode focuses on the operational…
Silicon & Shale PodcastEpisode 11: The week’s E&P developments & applied AI
Derrick and Packer examine the week’s E&P developments, applied AI, and the automation ideas worth testing. The episode focuses on the operational…
Silicon & Shale PodcastEpisode 10: Chevron turning into an infrastructure landlord & the true cost of data centers
Derrick and Packer examine Chevron turning into an infrastructure landlord, the true cost of data centers, and why rogue AI agents are maybe not as “rogue” as…
Silicon & Shale PodcastEpisode 9: Acquisition Data, Field AI, and the Automation Build List
Derrick and Packer examine natural-gas bottlenecks, acquisition-data cleanup, field automation, and a practical read-only pilot that keeps people in control…
Silicon & Shale PodcastEpisode 8: AI Agents Meet the Oil Patch
This week, Derrick and Packer examine AI agents that build software, autonomous-model security risks, oil-market resilience around the Strait of Hormuz…
Silicon & Shale PodcastEpisode 7: The Grid Crunch Hits Main Street
This week: data-center power demand reaches Main Street, geopolitical risk returns to the Strait of Hormuz, and AI agents move from office demos into real…
Silicon & Shale PodcastEpisode 6: The Grid Wants What the Grid Wants — Power Crunches, AI Battery Breakthroughs, and Why Your Frac Fleet Can't Get Electrons
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com
Silicon & Shale PodcastEpisode 5: Qatar LNG Shock, NVIDIA's Enterprise AI Play, and Why Your Title Chain Might Be Wrong
This week on Silicon & Shale, Derrick and Packer break down three collisions that matter right now: - Qatar's LNG disruption and what it means for U.S. energy…
Silicon & Shale PodcastEpisode 4: Eight Years in Two Weeks — AI R&D, the Hormuz Squeeze, and What Landmen Are Actually Afraid Of
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com
Silicon & Shale PodcastEpisode 2: AI Knows Oil — Collide AI, the Data Center Power Grab, and the Future of Energy Workers
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit siliconandshale.substack.com
Silicon & Shale PodcastEpisode 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…
Silicon & Shale PodcastThe Derrick & Packer Show — Pilot Episode
Welcome to the very first episode of what would become Silicon & Shale — where the oil patch meets the algorithm. In this pilot, Derrick (a veteran Oklahoma…