{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/65445da6\"></iframe>","width":"100%","height":180,"duration":2846,"description":"Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited.\nClick here to watch a video of this episode.\n00:00 Nantucket, baseball, and barehanded line drives\n01:38 Venezuela back in play and Exxon's un-investable reversal\n10:31 SPR draws, tank bottoms, and summer driving season\n16:33 Sparkling water inflation check\n17:03 Microsoft cancels Claude Code and the AI energy bill\n22:22 Strait of Hormuz, insurers, and Iran's slow rebuild\n24:33 Devon spends $2.6 billion on a BLM lease sale\n27:17 Delaware Basin economics and Taylor Sheridan as an oil man\n33:07 NextEra buys Dominion in a $67 billion deal\n37:14 Nantucket property taxes and the ratepayer problem\n40:07 XAI's 46 turbines, the EPA, and Colossus 2\n44:30 Texas vs Massachusetts taxes and Memorial Day sign-off\nhttps://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","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}