Chuck Yates Got A Job

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.

Episodes

September 4, 2026 25 mins

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.

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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 nervou...

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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 ...

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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 t...

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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 ...

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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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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...

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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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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 y...

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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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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 ...

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Most companies talk about AI strategy but freeze when it's time to actually implement. Collin McLelland shares how one E&P CEO cut through the noise by focusing on small, tangible wins—like automating regulatory filings that saved 1200 engineering hours. The real insight? Stop chasing sexy AI projects and start with workflows that deliver immediate ROI. Once teams see quick wins, adoption spreads fast and sophistication b...

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Catching yourself rereading last year’s VC emails while you’re back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is setting up 2026 to be the year eve...

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Collide basically did its own Spotify Wrapped and the punchline is simple: the community doubled, the conversations got more technical, and the team got way clearer on what Collide is now and where it’s headed. Crystal, Todd, Jacob, and Sydney walk through 2025 stats, why events evolved, how Energy 101 came back, what university partnerships unlocked, why Collider AI took a pause, and the platform upgrades and community goals...

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Collide AI 2025 Wrapped Part 1 turns into a real talk on why forward deployed engineers win where AI pilots stall, with Michael Cortez, John, and Nick Smart swapping war stories from completions, geophysics, and the startup trenches while they map out how Collide Enterprise moves past basic chat tools into search plus workflows that actually hold up in the real world.

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H2S gets the Hollywood treatment, and let’s just say reality has some thoughts. The crew tears into how *Landman* portrays one of the oilfield’s most dangerous hazards, separating legit risks from TV-level exaggeration based on real-world experience. Along the way, the conversation veers into iconic Billy Bob Thornton one-liners, unhinged family drama, and the kind of business chaos that makes the show wildly entertaini...

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Chuck, Matt, Gates, and Boar got together to unpack “Landman” Season 2, Episode 2, and it turned into the perfect mix of oilfield therapy session and comedy hour, calling out the ridiculous drilling logic, roasting Cooper’s disastrous money moves, and laughing through the show’s dramatic family moments. They riff on everything from cartoon-level oilfield economics to cartel side hustles and legal chaos, plus...

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Bill Arend from Microsoft and Canisius Rozario, CTO of Collide, talk through the messy reality of deploying AI in oil and gas—why most E&Ps have gone all-in on cloud, how data security actually works when you're not training models on customer data, and why multi-cloud strategies are dying out. They dig into deployment models across SMBs and enterprise NOCs, the build-versus-buy trap that keeps operators stuck, and why ag...

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Todd Bush, COO of Collide, walks through real-world AI use cases beyond the hype—how operators are automating routine tasks like production alerts, capturing tribal knowledge before the crew change wipes it out, and optimizing capital deployment for equipment placement. He breaks down the regulatory filing workflow across Texas and North Dakota, why the non-op side is ripe for automation because teams run so lean, and how MCP...

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Bobby Neelon and John Kalfayan from Collide break down the messy reality of getting data ready for RAG, why PDFs are dumpster fires for unstructured data, how extraction changes depending on whether you're dealing with drilling surveys or handwritten logs, and why chunking strategy matters more than people think. They walk through embeddings, vector databases, MCP servers for pulling external data without leaking internal info, and...

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