W. Mark Meyer

this will be a good one teapawt.org/i/broadcasts/2ybrZAJeq…

Hit me up for tickets to the YDC Roast of Scott Sheffield on Nov 12th….a don’t miss event

I drove to the Alamodome to watch My Chemical Romance play The Black Parade. Last week the AI labs ran a funeral march. Coxon quit. Hubinger put extinction over 10%. Dario said keep building. Then the jumbotron posted the only rule that actually matters. Same dread. Same assignment. You carry on. collide.io/old-man-coffee/fa…

teapawt.org/i/broadcasts/1YGNrbvWb… Yeah this is going down

NEW OLD MAN COFFEE Do you let your adult daughter record brunch? Given that we weren't doing bottomless mimosas, I said yes, and I'm glad I did. Link to full blog below

Two new podcasts Leon Coe talking AI Club of Houston, executive AI training and me keynoting his Sept 3rd deal at the Ion BDE • Iran • crack spreads • I ask out @sophaller Links below. @FracSlap @wmarkmeyer @kirkcoburn

Saturday morning experiment: piped all 445 episodes of my two podcasts through the Transistor API. Six years of me talking. Every word, every guest, every take. Then I asked an AI one question: find a pattern in me that I don’t know about.

New Old Man Coffee is up. I built an AI version of Ken Hersh on our own software. It was polite and boring — until we told it to take the gloves off. Then it roasted me, my deck, and my career. Accurately. What that taught us about where judgment actually lives 👇 (link in comments)

Full fanboy confession buried in my new Old Man Coffee: “I hope Marc Andreessen reads this someday. And if he does, I’m pretty sure he’d say I’m underselling that point. He’d be right.” No time like the present. @pmarca, tell me what I’m underselling. Link below.

New BDE podcast @wmarkmeyer @kirkcoburn @FracSlap I went to @TheMorrisDay and the Time War! War! War! What is it good for? Not even oil prices. PJM driven inflation in the brick industry The bitch fest is coming to Exxon et al this earnings season RIP, Senator Graham Links below

Wild Cards, Second Acts, and a 71-Year-Old Guy Who Still Can’t Sing Last weekend, 57-year-old Chuck did something because 13-year-old Chuck would’ve wanted it that way. I flew to Detroit, ate an absurdly good Detroit-style pizza right off Eight Mile Road, then drove to Battle Creek to watch David Lee Roth at a casino. The man is 71. The voice is shot, he’s making up the lyrics as he goes, and he was objectively terrible. But damn… it was glorious in all its wonder. I loved every minute of it. I brought our head of data security, Sam Texas, with me. The deal was that when we weren’t eating pizza or watching Diamond Dave embarrass himself, he had to teach me how to code. So we built a ridiculous blackjack game — my face is on every card, the dealer talks shit like Dennis Miller, and we threw in wild cards just to watch what happens. I’ve now officially told Collin I’m part of the engineering department. But not everything has been fun and games. Here’s the part I don’t usually say out loud. We’ve done some legitimately insane things to keep Collide alive — like throwing a 400-person crawfish boil in my own front yard just to scrape together enough money for payroll. Equally crazy, every share I own, I paid for myself. That’s what it took to get us here. Thankfully, those days are behind us. Today we’re a software company backed by Mercury Fund, which means we’re raising capital every twelve months — typical for a startup at our stage. But it’s sure as hell better than selling crawfish boils. Right now I’m not taking a salary. Over the last six years, I’ve drawn basically nothing so we can allocate capital where it matters most. I don’t need the money — I’ve already had that part of my life. What I need now is a second act. Not just to prove to myself — but if I’m being honest, to everyone else too — that the initial one wasn’t an accident. That first time around I was the weird hoodie guy in private equity. I never took myself seriously, but I took what I did very seriously. What hurt most was that a handful of people I thought supported me — people I genuinely respected — would smile to my face and then talk shit about me behind my back. There were definitely days I believed the criticism — days I genuinely wondered if I should just conform. Hell, I did own an Armani suit and a couple of Hermès ties — and I could have bought more. But even with all that self-doubt, something in me still believed that just being me might actually be enough. Now I’m trying to do it again — this time building something from scratch, learning to code at 57, and betting the whole thing on building AI to completely revolutionize how the energy industry works. Watching a 71-year-old David Lee Roth still out there giving everything he’s got — even with an empty tank — hit me harder than I expected. Because some days this journey feels exactly like that. I don’t know how this story ends. But for the first time in a long time, I’m more optimistic than I’ve ever been. And by the way… that 71-year-old man with no voice still commanded the stage, brought the house down, had the crowd eating out of his hand, and walked off to a standing ovation. I think 57-year-old Chuck was every bit as delighted as 13-year-old Chuck would’ve been. Sip slowly, my friends. @DavidLeeRoth @heysamtexas

Best BDE podcast that we’ve done in awhile- Texas Senate, ERCOT, Iran, SPR, and Wuhan Links below @FracSlap @wmarkmeyer @kirkcoburn @collide_ai

NEW PODCAST - me and Amanda Smith of Cority nerd on AI - me the new upstart AI native software company and her applying AI within a 40 year old company. Great stuff. Link below.

Collide rolls out RIGGS AI platform to reshape oil and gas workflows - Energy Capital energycapitalhtx.com/collide…