Upstream finance teams have been white knuckling giant Excel models for decades, and the husband and wife team behind WellWorth thinks that era is over. CEO Samra Nawaz and co-founder Vinay Acharya talk with John and Bobby about automating capital structure logic, running 50 scenarios at once, why they built an Excel add in after swearing they never would, and how AI lets a two person team ship like a much bigger one, plus a detour into local models and soaring GPU prices. Click here to watch a video of this episode. 0:00:00 Intro 0:00:51 Meet WellWorth 0:03:23 Why finance still lives in Excel 0:09:02 Building for flexibility 0:11:20 Getting data in and out 0:17:08 Automating capital structure logic 0:19:53 Build vs buy 0:22:25 A&D vs FP&A workflows 0:28:07 Living models and faster decisions 0:34:55 Scenario analysis 0:36:44 Lookbacks and actuals 0:39:44 How AI fits into WellWorth 0:41:53 Day to day AI tools 0:45:07 Agents and plan mode 0:50:19 AI for everyday decisions 0:53:27 What's next for WellWorth 0:58:17 Scaling across business units 1:03:19 Speed round 1:04:42 Local models vs cloud compute 1:11:09 Wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://www.linkedin.com/company/collideai

Utilities are drowning in paperwork long before a repair crew ever leaves the yard. Aarya Borele, co-founder and CTO of Evardi Energy, walks John and Bobby through outage requests getting rejected a day out, FERC 881 pushing line ratings from seasonal to hourly, and why 95 percent accuracy is a failing grade when the lights are on the line. Also in here: the grid as cloud infrastructure, Griddy's flameout, and a 49ers conspiracy theory involving a substation. Click here to watch a video of this episode. 0:00 Agents, VMs and running everything at once 3:26 Back in the studio 4:34 What Evardi does 5:45 Uri and the incentive problem 10:28 When the ISO rejects your outage 12:35 How the grid actually works 15:02 FERC 881 and hourly line ratings 17:46 Where Evardi fits in 21:37 Blackouts in India and Kenya 25:28 The grid as cloud infrastructure 30:17 Griddy and the wholesale gamble 33:45 The stack, compliance and weather models 37:40 Accuracy in critical infrastructure 40:22 Jargon, bad data and context 45:56 Models, local hosting and token costs 55:29 The 49ers substation theory 57:13 Speed round 1:05:38 Physical AI and robot ducks 1:11:25 Paying attention in a granola world 1:14:09 The ask https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Everybody in oil and gas has been sitting on mountains of completions data and barely using it. Ben Dickinson and Bryan Frantz of NexTier Completion Solutions built the fix from the inside out, an end to end frac data platform made by the people running the pumps. John and Bobby get into why the closer you are to the equipment the closer you are to the truth, where frac data standards are headed, and whether efficiency has hit its ceiling. Plus AI coding and the hunt for a good Pittsburgh wing. Click here to watch a video of this episode. 0:00:00 - Back from summer break 0:00:41 - Trying to keep pace with AI 0:10:16 - Who NexTier is and where it came from 0:12:22 - Building an end to end frac data platform 0:15:17 - The industry's siloed data problem 0:20:39 - Agnostic architecture and one tool for everyone 0:26:44 - Borrowing solved problems from other industries 0:31:41 - The tech stack and starting greenfield 0:35:17 - Control systems and the job data schema 0:44:11 - Why frac data has no standard 0:47:08 - Fleet Stream and getting data to customers 0:53:23 - Has operational efficiency hit its ceiling 0:59:58 - How opinionated should the software be 1:03:08 - Physics vs data driven modeling 1:08:41 - The AI coding tools they use 1:10:35 - Western PA wings and pierogi https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Paul Brown, Founder and Principal Engineer at BDE Data, joins John and Bobby all the way from Scotland for a conversation that covers a lot of ground. From his days as an international drilling engineer dodging pirates off the coast of West Africa to building WellSchematic.com and tackling the nightmare of digitizing 50-year-old multilingual well files, Paul is the rare person who speaks both languages fluently. Click here to watch a video of this episode. 00:00 - Oil prices, energy costs, and life in Scotland vs Texas 01:50 - Paul's background and path from drilling to data 08:19 - WellSchematic.com and legacy well data as a service 10:52 - Drilling war stories: West Africa and the Falklands 15:00 - UK oil industry and energy policy 34:41 - Legacy well file digitization 38:06 - The PDF table extraction problem 42:22 - Open source models vs foundational models 44:31 - AI stack, data privacy, and cloud infrastructure 51:54 - AI's role in the upstream industry 56:04 - Getting tech adopted in the drilling world 59:06 - Coding journey: from PHP and Laravel to Python 1:02:22 - Advice for engineers getting into coding 1:09:38 - Programming languages and AI-assisted development 1:11:56 - Cursor and Claude Code 1:13:55 - Speed round: Scotland, whiskey, and cloud platforms https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

When you have 80 patents and a lifetime achievement award in hydraulic fracturing, you have seen some things. John William Ely, Founder of Ely and Associates Corp, and Jon Harper, Vice President of Sales and Marketing, talk frac history, pre-job diagnostics, the slick water revolution, geothermal, and why the industry keeps pumping the same thing and expecting different results. Click here to watch a video of this episode. 0:00 - Intro and guest backgrounds 3:25 - John William Ely's origin story 7:45 - Offshore blowout and well control in the Middle East 11:25 - How fracturing has evolved over 50 years 19:30 - The slick water revolution and where we went wrong 27:40 - Pre-job diagnostics and what operators overlook 36:55 - Geothermal applications and completions challenges 43:50 - Parent-child well interaction and offset communication 47:00 - Refracing and diversion 54:15 - Increasing recovery factor 1:06:35 - Longer laterals, U-turn wells, and land-driven decisions 1:12:35 - Knowledge gaps in the next generation of engineers 1:25:20 - The untapped tight conventional opportunity 1:30:02 - Advice for young engineers entering the industry https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai