Disruptors

RBC Thought Leadership, John Stackhouse

Disruptors, now in its 11th season, has become your front-row seat to Canada’s innovation story—200+ episodes exploring the people, ideas, and technologies reshaping Canada’s future. Each episode, hosted by John Stackhouse, SVP, Office of the CEO at Royal Bank of Canada—and former Editor-in-Chief of The Globe and Mail—cuts through the hype and focuses on what you need to know. This season, we’re leaning into urgency: the global economy is shifting, geopolitics are noisy, and Canada needs to respond. You’ll hear from founders, investors, scientists, operators, and policy leaders at the forefront. Listen for a clearer understanding of the tech and innovation shaping Canada and the world—and practical insights to help you make sense of what’s coming next.

  1. Sep 23

    Two Middle Powers. One AI Bet

    Live from ALL IN 2026 in Montreal, John Stackhouse and Nora Bieberstein sit down with three German business leaders — Yvonne Denz of the Canadian German Chamber of Industry and Commerce, Robert Jozic of Schwarz Digits, and Dr. Ralf Wintergerst of Giesecke+Devrient — as Germany serves as ALL IN's Country of Honour. Recorded the same week Canada and Germany backed Yoshua Bengio's AI safety lab LawZero and built on last year's Digital Alliance, they discuss why Schwarz backed the Cohere-Aleph Alpha merger and what a deeper Canada-Germany tech partnership could mean for both economies.Chapters: 0:00 Intro — live from ALL IN Montreal 0:41 Co-host Nora Bieberstein joins 1:20 Yvonne Denz on Germany's delegation to Canada 2:02 Inside the industrial AI panel with BSF 3:29 Making the case for Canada-Germany business 5:36 Robert Jozic on scaling sovereign AI at Schwarz Digits 6:19 Middle powers vs. the tech hegemons 8:54 The Cohere-Aleph Alpha deal, on the record 10:12 What Germany offers Canada 11:45 Dr. Ralf Wintergerst on Germany's AI ambitions 13:19 Combining Canada's AI research with Germany's industrial base 14:27 The "third moment" in global AI 15:32 What Canada offers Germany 16:38 Building the digital euro 18:34 Reflections: the globalization of AI   CONNECT & SUBSCRIBE: • Follow RBC Thought Leadership on LinkedIn • Follow John Stackhouse on LinkedIn • For more insights visit RBC Thought Leadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Two Middle Powers. One AI Bet
  2. Sep 16

    Canada's A.I. Potential

    At the Milken Institute's Global Dialogues Toronto, held alongside Prime Minister MarkCarney's Canada Investment Summit, three Canadian leaders took up both questions on onestage. Aidan Gomez co-founded Cohere and was a co-author of the 2017 paper that introducedthe transformer architecture underpinning today's large language models. Dave McKay leadsRBC. Evan Solomon is Canada's first Minister of Artificial Intelligence and DigitalInnovation. Susan Li of Fox Business Network moderated. The conversation runs across three arguments. Gomez makes the case that regulation should beshaped by an independent third party rather than by the largest labs, and warns aboutincumbents using rules as a competitive moat. McKay describes a practical sovereigntyproblem: the most advanced security tooling is released selectively outside the UnitedStates, which he calls an unfair playing advantage with real cyber risk for institutionsoperating elsewhere. Solomon frames the government's position as a build right or build wrong option,and argues the test is whether society comes along. Gomez closes on the case for a democratic second rail in AI, with Cohere in Canada andMistral in France as the two candidates. It is a compact view of where Canada's AI debateactually sits. 0:00   Canada's claim on the technology it built0:16   Two kinds of uncertainty, one week in Toronto1:11   Who should write the rules for frontier AI1:46   Uneven access to the most advanced tools3:38   Canada's position on AI safety4:47   Development cycles are compressing6:52   Will AI change more jobs than it creates?8:41   Build right or build wrong9:41   How modern AI was invented in Canada11:58  The case for a democratic second rail12:39  Final thoughts from the panel14:42  What's next: geotech CONNECT & SUBSCRIBE: • Follow RBC Thought Leadership on LinkedIn • Follow John Stackhouse on LinkedIn • For more insights visit RBC Thought Leadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Canada's A.I. Potential
  3. Sep 9

    David, Goliath, and Drones: The New Map of Geo-Technology

    As global power dynamics shift, the intersection of technology and national strategy is defining a new Cold War race. In this season opener of Disruptors, host John Stackhouse sits down with economist and Noahpinion author Noah Smith to map out the new geopolitics of tech. Together, they unpack China’s dominance over the critical "electric tech stack" (batteries, magnets, and power electronics), why traditional military platforms are being upended by cheap drone warfare, and how middle powers like Canada, Japan, and Korea can build "Allied Scale" to compete. They also explore the true goal of modern industrial policy, the reality of AI labor disruption, and what a disabled rabbit named Giggles can teach us about resilience in a noisy world. CHAPTERS & TIMESTAMPS: 00:00 - Introduction: The Shift to Geo-Technology 01:58 - Lessons in Resilience from a Disabled Rabbit 03:07 - Great Power Competition & the New Global Tech Map 07:15 - The "Electric Tech Stack": Batteries, Magnets, and Electronics 10:03 - Rebuilding "Allied Scale" Without the U.S. 13:32 - Modern Industrial Policy: Wealth vs. Strategic Preservation 17:10 - AI, Labor Disruption, and Jevons Paradox 21:30 - Canada’s Next Move in the Geo-Tech Race RESOURCES & LINKS MENTIONED: Substack Newsletter: Noahpinion by Noah SmithCommentary & Analysis: Bloomberg Opinion archives by Noah SmithConcepts Referenced: Rush Doshi’s "Allied Scale," Mark Carney’s commentary on global hegemons, and Jevons Paradox in economic theory. CONNECT & SUBSCRIBE: • Follow RBC Thought Leadership on LinkedIn • Follow John Stackhouse on LinkedIn • For more insights visit RBC Thought Leadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    David, Goliath, and Drones: The New Map of Geo-Technology
  4. Aug 4

    REBOOT: Beyond the Battery: Inside Quebec’s Mine-to-Refine Transformation

    As the world electrifies—from cars and buses to datacentres and defence—demand for battery materials is exploding. Today, China refines more than 90% of the world’s graphite into the material used in virtually all EV battery anodes—that level of concentration is a strategic vulnerability Canada, and its allies, can’t ignore. But Canada is starting to respond. The federal Major Projects Office has just referred Nouveau Monde Graphite’s Phase-2 Matawinie Mine as a “Major Project of National Interest”—a move aimed at helping Quebec and Canada shift from exporting ore to building a full mine-to-refine graphite value chain at home, and with it, an entirely new strand of economic and industrial capacity. In this episode of Disruptors: The Canada Project, host John Stackhouse takes listeners into that story. With former Quebec premier Jean Charest and Eric Desaulniers, founder & CEO of NMG, he lifts the hood on what it means for a critical-minerals project to be treated as a “major project” in Canada—and what this could mean for Canada’s role as a trusted critical-minerals supplier to its G7 allies. RBC Thought Leadership CONNECT & SUBSCRIBE: • Follow RBC Thought Leadership on LinkedIn • Follow John Stackhouse on LinkedIn • For more insights visit RBC Thought Leadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    REBOOT: Beyond the Battery: Inside Quebec’s Mine-to-Refine Transformation
  5. Jul 7

    From Ottawa to Orbit: Two Views on Canada’s Big Day

    Season 10 of Disruptors asked one question, in a lot of different ways: does Canada have what it takes—the tools, the ambition and the will—to  compete in the economy being built right now? For the season finale, John Stackhouse took that question to the RBC and Eurasia Group US-Canada Summit, where 500 leaders spent a day debating the most important economic relationship in the world. He came back with two conversations that, together, amount to an answer. Colonel Jeremy Hansen, the first Canadian to travel into deep space, talks about what you see from the Moon, what it taught him about collaboration and self-reliance, and why the Canada-U.S. relationship is worth fighting for. Michael Sabia, Clerk of the Privy Council, discusses the hand Canada holds right now and why this is a moment for ambition, not anxiety. Recorded live. A fitting close to a season built around urgency. For more RBC Thought Leadership on Canada's economy and competitiveness, visit rbc.com/thoughtleadership   KEYWORDS Jeremy Hansen, Artemis II, Canadian astronaut, Moon mission, deep space, Michael Sabia, Clerk of the Privy Council, Canada-US relationship, US-Canada Summit, Eurasia Group, RBC, John Stackhouse, Disruptors podcast, Season 10, Canadian economy, bilateral trade, Canada competitiveness, critical minerals, Canadian energy, AI sovereignty, Canada confidence, collaboration, ambition CONNECT & SUBSCRIBE: • Follow RBC Thought Leadership on LinkedIn • Follow John Stackhouse on LinkedIn • For more insights visit RBC Thought Leadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    From Ottawa to Orbit: Two Views on Canada’s Big Day

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About

Disruptors, now in its 11th season, has become your front-row seat to Canada’s innovation story—200+ episodes exploring the people, ideas, and technologies reshaping Canada’s future. Each episode, hosted by John Stackhouse, SVP, Office of the CEO at Royal Bank of Canada—and former Editor-in-Chief of The Globe and Mail—cuts through the hype and focuses on what you need to know. This season, we’re leaning into urgency: the global economy is shifting, geopolitics are noisy, and Canada needs to respond. You’ll hear from founders, investors, scientists, operators, and policy leaders at the forefront. Listen for a clearer understanding of the tech and innovation shaping Canada and the world—and practical insights to help you make sense of what’s coming next.

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