{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Iran Trade \"Syndicate,\" SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/fb078db3\"></iframe>","width":"100%","height":180,"duration":3275,"description":"Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mitigation, and where Anthropic fits in the gigascale power buildout.\nClick here to watch a video of this episode.\n00:00 - Cold open and Chuck on assignment\n01:15 - Iran headlines and crude's air pocket\n04:35 - The Trump and Xi summit ahead\n07:00 - SPR refill ideas and DoD lands\n13:00 - The voodoo science of reserves\n21:00 - Goldman, BP and the reserve replacement game\n25:00 - Exec comp and flaring mitigation\n30:00 - AI tooling and grid intermittency\n38:00 - Anthropic and the speed to power race\n46:30 - An engineering project, not a science fair\n53:30 - Wrap\nhttps://twitter.com/collide_ai\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/collide-ai.bsky.social\nhttps://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}