🌎🏭☁️🔥❇️ Building the low-carbon ecosystem

Houston, TX
Joined October 2007
Todd Bush retweeted
Underappreciated how much the shale revolution unlocked the AI revolution.
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Couldn't agree more, but I'd expand to all of Texas: Oil: #1 in the U.S. for crude oil production, about 42% to 43% of the nation's total crude output. Gas: #1 in the U.S. for natural gas production, providing around 27% to 28% of the nation's supply. Wind: #1 in the U.S. for wind-generated electricity, producing roughly 28% to 33% of all U.S. wind power Solar: #1 in the U.S. for utility-scale solar capacity Refining: #1 in the U.S. for petroleum refining capacity and number of refineries, processing roughly 5.9 to 6.3 million bbls/day Data Centers: #1 with ~26GW under construction
The world’s most consequential region of the next 20 years.
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Texas is the epicenter for energy infra: • Sempra: $65B (Oncor grid through 2030) • Texas Instruments: $40B (semiconductor campus in Sherman) • Samsung: $44B (semiconductor manufacturing in Taylor) • Entergy Texas: $43B (East Texas grid & power generation through 2029)
Texas data center investment went from about $3.4 billion in 2022 to $66.2 billion in 2026, roughly 20x in four years.
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Todd Bush retweeted
Spent 20 years watching banks lend against rock on a formula built for a different rock. Now they're lending $60 billion against chips on a depreciation schedule built for a different chip. I know how this movie ends. I was in it. Link below to new Old Man Coffee.
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Pretty cool scene with Tom DeLonge tearing up as he watched and heard Petco Park sing “All The Small Things”. So awesome
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Best way to see what we're building at Collide is in person. Come ask the hard questions. Bring your ugliest scanned PDF. xitter.cf/collide_ai/status/2107…
here's what to look forward to this month at collide.
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Todd Bush retweeted
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Todd Bush retweeted
Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26 xitter.cf/i/broadcasts/1rxmqpQgd…
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One line stuck with me: "just because you've been doing it wrong for 40 years doesn't make it right." We've gotten very good at frac'ing faster. We haven't gotten much better at getting oil out of the ground. Drill times have dropped from 30 days to under a week. We run simul-fracs, zipper-fracs, and quick-connect manifolds, and we frac 50+ stages. Even so, most horizontal wells still recover only 5–10% of oil in place. On our latest collide. Community Call, John Kalfayan sat down with John Ely and Jon Harper from Ely and Associates Corp - Global Hydraulic Fracturing Expertise to talk about the next big gain: recovery engineering, meaning better completion design rather than faster operations. Between them they have decades of frac experience, from Halliburton field engineering to designing jobs in vertical wells, crosslinked gels, and today's shale plays. app.collide.io/content/b9px5…
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Orphaned: Inside the Forgotten Wells of Corpus Christi Bay ▶️ Watch now: app.collide.io/posts/collide… Under Corpus Christi Bay sit old wells that are shut in but not plugged. Orphaned is a new documentary, made in partnership with the TCU Ralph Lowe Energy Institute, Texas General Land Office, Railroad Commission of Texas, and collide. Two Texas state agencies handed a team of students the problem and asked for a path forward, and we spent the summer following it. @TCU @collide_ai @txrrc @TXGLO
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I love my job. Got to host the Frac GOAT John Ely from Ely and associates today. He's one of my all-time favorite guests. Make sure you tune in to hear what he has to say about how to increase the recovery of our completions and why frac designs HAVE TO CHANGE Check out the full interview on @collide_ai 👇 app.collide.io/posts/upcomin…
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"It's unbelievable. ... You got a whole side where it's just students who are always rowdy, who show up on time and are standing the entire game. It's second to none." Texas A&M QB Marcel Reed speaks on the atmosphere when playing at Kyle Field 🏈
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Todd Bush retweeted
$BATL Announces Strategic Investment in Collide s3.amazonaws.com/b2icontent.…
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Todd Bush retweeted
Agents on Rails: We ran 8 models against 21 atomic tasks to see which were best at writing Rails code. 3 runs each: a bug report, a security finding, a feature request. The first benchmark report with findings is now live. So: what did we discover? As of August 2026: - Most accurate: @claudeai Opus 5 by @AnthropicAI (by a hair). Solved 92% of runs (58 of 63). (But for a little more than half the cost, you get almost the same accuracy with @Kimi_Moonshot.) - Cheapest: @OpenAI GPT-5.6 Luna. 73% of runs solved at default medium reasoning effort, and all 63 of its runs cost 90 cents combined. - Fastest: Luna again, at a median of 3.3 minutes per run task. - Best combination of all three: @OpenAI GPT-5.6 Sol. 84% accuracy, costing $0.52 and 5 minutes per run. Read all the findings in the first full benchmark report from @evilmartians here: rubyonrails.org/2026/8/13/ag…
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Todd Bush retweeted
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)
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Honoring 150 years of the university we call home.
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You think you're gonna outwork our FDEs?!!!
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Todd Bush retweeted
Big Digital Energy has Kirk and Mark on Cushing scraping tank bottoms and what a Strait of Hormuz standoff actually does to crude. Then Chuck Yates sits down with Wil Harris over a stablecoin backed by real barrels of oil, and Todd Bush and Michael Cortez get into what an AI operations system looks like inside an energy company. The Collide feed's been busy. watch full videos here app.collide.io/content
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Todd Bush retweeted
Buy a pile of AI agents without an operating system to run them, and you just trade data silos for agent silos. Todd Bush and Michael Cortez are live now on what an operation system actually does: the orchestration that picks the right tool behind every question, and Strata, the petroleum model that knows a production engineer from a drilling engineer by how they ask. Live now.
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