In today’s episode, we’re joined by five leading voices shaping the future of artificial intelligence: Dan Palmer, co-founder of Relevance AI; Michelle Gilmore, CEO and co-founder of Juno; Xharmagne Carandang, founding software engineer at Lorikeet; and Georgie Healy, head of Google’s AI accelerator and host of *In the Blink of AI*. Recorded live at the second-ever AI Roundtable Dinner, this conversation dives deep into the most urgent, surreal, and high-stakes issues in AI today. From billion-dollar bets and VC hype cycles, to AI’s impact on jobs, education, and global competition, the guests share candid insights from their own journeys building in one of the most intense moments in tech history. Listen in for a rare behind-the-scenes look at how these founders are navigating ethical dilemmas, rapid product development, market expansion, and staying grounded amid the noise.
Check out their socials:
Daniel Palmer’s: https://www.linkedin.com/in/dan-palmer/
Michelle Gilmore’s: https://www.linkedin.com/in/michellejoygilmore/
Xharmagne Carandang’s: https://www.linkedin.com/in/xharmagne/
Georgie Healy’s: https://www.linkedin.com/in/georginahealy/
We dive into:
- The reality of the current AI VC bubble and capital efficiency in hyper-competitive markets
- Why founder expertise, adaptability, and team quality are critical moats in AI
- How AI could become as ubiquitous as electricity—and what that means for pricing, value, and innovation
- The skills and mindsets that will thrive (and those that might disappear) in an AI-first world
- The global race for AI talent and why Sydney, SF, and emerging markets each play a role
- Displacement vs. amplification: the societal impacts of automation and possible safety nets
- The hype vs. product debate—how to cut through noise and build enduring companies
- Storytelling, trust, and the future of marketing in a world where agents make buying decisions
- The advice these founders would give their future selves about building in AI over the next decade
00:00 Introduction
02:37 Round Table Dinner: AI Founders and Leaders
03:19 The Future of AI and Market Dynamics
04:53 Challenges and Opportunities in AI Startups
07:19 The Role of Talent and Capital in AI
09:54 Global Perspectives on AI Development
13:50 Notion Ad
14:36 The Impact of AI on Industries and Society
28:11 Geographical Dispersion and Talent Density
37:35 Challenging Company Culture Norms
38:14 Building Relationships in San Francisco
39:38 Talent Density and Research in Australia
41:24 AI's Impact on Skills and Employment
43:07 The Future of Education and Creativity
8:43 Job Displacement and Economic Shifts
01:03:57 Ethical Concerns and AI Governance
01:14:19 The Importance of Attention in Business
01:14:46 Investor Expectations and Startup Metrics
01:15:42 Challenges of Building a Sustainable Business
01:16:32 Focus on Customers and Incremental Growth
01:17:23 The Role of Hype and Distribution
01:21:05 The New Generation of Founders
01:26:56 The Future of AI and Human Value
01:37:49 Reflections and Advice for the Future
01:44:01 Conclusion and Podcast Wrap-Up
Thanks to Notion for sponsoring this episode! Organise your team, projects, and ideas all in one place. Try Notion for free and get started with our special link: https://ntn.so/sachin&adam
