{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/10f88972\"></iframe>","width":"100%","height":180,"duration":2589,"description":"Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually swallows, and why data center cancellations reveal America's infrastructure crisis. The real insight? PJM's grid failures prove you can't bolt 21st century AI demand onto 20th century infrastructure with 19th century permitting. Plus: Trump's trade flurry, China's mineral monopoly, and why we have 2 icebreakers while Russia has 54.\nClick here to watch a video of this episode.\n\n00:00 - Goldman's Jersey City building and Connecticut commuters\n01:36 - Collide's IRR triples with software sales\n03:19 - Why retail AI can't handle deep energy verticals\n05:50 - Devon-Coterra merger breaks: $58B Delaware play\n08:29 - $1B in synergies means AI replaces people\n11:03 - No-premium stock mergers finally catch on\n13:19 - Panther to WPX to Devon Delaware journey\n15:11 - Oklahoma builds energy companies Houston acquires\n17:12 - Grok's brutal take on the merger\n20:15 - Scale drives cost of capital advantages\n22:13 - Data center cancellations spike from 6 to 25\n25:23 - Microsoft's Azure growth disappoints Wall Street\n27:18 - Why AI compute costs become investor concerns\n29:20 - Collide builds Spindletop for on-prem processing\n31:40 - Data centers pivot from urban to distributed models\n33:40 - PJM cancellations expose grid reliability crisis\n36:31 - Trade policy lightning round begins\n39:14 - US shipbuilding can't compete with China's 300x capacity\n41:37 - Rubio builds OPEC for critical minerals\nhttps://twitter.com/collide_io\nhttps://www.tiktok.com/@collide.io\nhttps://www.facebook.com/collide.io\nhttps://www.instagram.com/collide.io\nhttps://www.youtube.com/@collide_io\nhttps://bsky.app/profile/digitalwildcatters.bsky.social\nhttps://www.linkedin.com/company/collide-digital-wildcatters","thumbnail_url":"https://img.transistorcdn.com/iy6jIYchYeWUZ4i3KMDwG--bihbqsPBgMZtYTL4T32g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NTQ3/MzlhMzY1MzgyZDM4/NTZiMjQwNTg0YmNj/NDZiZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}