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Chuck Yates Got A Job: Daily Summaries Delivered
by collide.
Welcome to Chuck Yates Got A Job with Chuck Yates. You've now found your dysfunctional life coach, the Investor Formerly known as Prominent Businessman Chuck Yates. What's not to learn from the self-proclaimed Galactic Viceroy, who was publicly canned from a prominent private equity firm, has had enough therapy to quote Brene Brown chapter and verse and spends most days embarrassing himself on Energy Finance Twitter as @Nimblephatty.
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- 2 weeks ago25 min
I Started an AI Company in My 50s. Here’s What I Learned | Chuck Yates Keynote
Five lessons pulled from a junior high dance floor, a Wall Street Journal firing, and a weekend in Battle Creek learning to code. Chuck Yates, co-founder of Collide, takes the Ion stage and argues that energy's AI problem was never the tech. It is permission, labels, and an industry that named its flagship product West Texas Intermediate. Plus a serious ask about being better people on the way there.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 End of the world as we know it03:00 Bobby Joe and the 1982 church dance07:46 Labels matter11:54 Why energy is bad at marketing14:41 Building distribution before a product16:22 The clock reset18:58 James Broach21:18 A weekend of Claude code and David Lee Roth23:48 Houston, freaking Texashttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- 3 weeks ago1h 1m
A 50-Year-Old Pipe Support Company Where 100 Employees Now Build Their Own AI Agents
A garage full of Ethereum rigs once set a house on fire, and that was only the warmup. Rakesh Agrawal and Lloyd Kirchner run Piping Technology & Products, a 50 year old Houston manufacturer where 100 employees now build their own AI agents and a welding cobot just got unveiled to 450 people on the shop floor. Cut cables in West Texas, new collar jobs, Pope Leo, and why the guy with the pickup truck had every reason to be nervous.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 The house fire05:07 A cryptic DM about dad's company06:15 What Piping Technology makes09:56 Family business and the second chair12:43 Every tech wave since dial up17:02 Getting AI to actually spread20:14 The guy who cut the cables24:04 Unveiling a welding cobot26:16 Pope Leo and new collar work35:32 Agents on the quoting desk42:22 The CIO problem44:22 Letting Claude psychoanalyze you49:04 Guardrails and permissions53:11 Five years out57:56 Intention and actionhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- Aug 17, 202651 min
Silicon Valley and Oil and Gas Are Playing the Same Game
Houston has always run on optimism, spending everything to drill a hole where nobody has drilled before and then finding out what came back. Leon Coe, founder of Amplify Intelligence and the Houston AI Club, thinks that same instinct is exactly what AI needs. He and Chuck get into why executives cannot delegate this one, why augmentation beats automation, and why your own level of ambition is a hard ceiling on what the models will ever hand back.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 The perfect podcast length02:03 What executive AI coaching actually is04:48 Building the Houston AI Club08:50 Why Houston is wired for AI14:29 Augmentation, not automation18:29 Talking to AI instead of typing at it22:41 Cost savings versus new revenue24:37 The real prize in oil and gas27:54 What executives are actually asking31:52 Banned in 2024, bought in 202533:31 Why you cannot delegate this one38:51 The Burton McMurtry card story40:32 Ambition as a technical limiter44:08 AI as a thought partner48:23 The September 30 operator spotlight50:24 Where to find Leonhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- Jul 10, 202645 min
Why Oil Companies Leave So Much Money Downhole
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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Meet D.J. Snyder01:05 From drilling to the overlooked world of production02:47 Old tech, new problems: gas, sand, and horizontal wells06:24 Physical widgets and the marginal gains mindset08:32 Why there's no one size fits all13:00 Heresy: actually watch and fix your wells16:57 The AI promise of one source of truth18:43 Rethinking the pumper's daily route22:57 War stories, the Bakken, and naming tools25:18 ROI, payback, and how you really sell it28:25 Who to call, what it costs, and building a company36:03 How AI reshapes the work itself38:16 Robots, drones, and the future of the field40:14 Why boards say yes and value beats cheap44:53 Wrap up and where to find DJhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- Jun 30, 202650 min
The Best Oil Investment Most People Don’t Understand
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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - Mineral versus royalty, explained for mom1:23 - Why US mineral ownership is uniquely American4:28 - The first oil lease and the Far and Away land rush8:11 - Splitting estates and why mineral owners keep multiplying9:25 - Karl and Chuck's history and the 2014 Thanksgiving crash10:43 - Why people actually decide to sell11:55 - The early days of investing in minerals14:46 - The Caritas run and the perfectly timed 2008 hedges22:17 - Buying ahead of the drill bit with Haymaker23:33 - Why everyone should own some as an energy hedge26:08 - The four kinds of buyers and the grassroots game27:22 - The thesis behind Harvest44:46 - Crazy mineral stories from the field48:09 - The Toby Bean apple pie storyhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- Jun 25, 202650 min
The Stablecoin Backed by Real Barrels of Oil
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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - The barrel of oil coin on Chuck's dresser2:08 - How Wil ended up bridging crypto and oil4:03 - What a stablecoin actually is, explained for mom10:05 - The minus 37 dollar day, USO, and True Tracker12:21 - Banking a barrel: minting, redeeming, the bank of oil19:25 - Critical investor mode: what protects your money24:08 - Credit reviews, unencumbered barrels, and ABLs28:50 - The reverse Dutch auction and the trading platform32:16 - A brand new form of capital for producers36:06 - Crypto adoption, 700 million accounts, and the Yeezys story38:34 - Selling the company, line fill, and credit over time45:59 - Who they want to hear from and WTI as the world standard48:34 - Still early days and how to reach them https://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- Jun 2, 202627 min
The Candy Crush Guy Now Secures Oil and Gas AI
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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 The Candy Crush guy comes to Houston02:07 eBay suits, semiconductors, and a detour to Sweden04:50 How a LinkedIn DM turned into Collide07:13 Going all in on Claude and chasing SOC209:40 Security explained, Fort Knox style12:42 What's set in stone, what's in flux14:29 The AI versus AI arms race15:04 The Mythos model and real reasons to pay attention16:32 Big brother advice for adopting AI safely20:00 Data exfiltration and what keeps him up at night22:30 The next 30 to 60 days at Collide24:39 Securing the bleeding edge for an industry that skipped SaaShttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
- May 19, 202654 min
Can AI Predict the Next Oilfield Disaster?
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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 The Cority story and 40 years in EHS software2:30 How the software shows up on a rig and in the office5:45 The SaaS apocalypse question and why context beats raw AI9:30 Amanda's family mining history and why this work is personal11:00 Recruiting AI talent to Houston and the six month change cycle15:00 Shiny objects versus solving real problems18:00 Auditability, HIPAA, and the black box problem19:30 Where Collide is heading as an operating system23:00 Employee resistance and the friction point playbook27:30 Six hundred page permits, 3000 filings, zero mistakes30:00 Agentic workflows as the new source of record34:30 Correlation, causation, and the shale revolution lesson37:30 The PDF problem and using 2 percent of energy data41:30 Learning to drive as the AI adoption analogy43:00 What we are not talking about today that we will be in five years48:30 Ninety-five percent of employees are using shadow AIhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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About Chuck Yates Got A Job
Welcome to Chuck Yates Got A Job with Chuck Yates. You've now found your dysfunctional life coach, the Investor Formerly known as Prominent Businessman Chuck Yates. What's not to learn from the self-proclaimed Galactic Viceroy, who was publicly canned from a prominent private equity firm, has had enough therapy to quote Brene Brown chapter and verse and spends most days embarrassing himself on Energy Finance Twitter as @Nimblephatty.
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