Why Energy and Mining Will Lead Canada's AI Adoption

"This oil and gas company burned through $10 million in cloud credits in a single week."

That's not a Silicon Valley anecdote. That's a Canadian major running AI-driven simulations on subsurface data, today.

Energy and mining are two of the largest industries by Canadian GDP. They've been generating high-quality data for decades. The infrastructure is there. The problems are real. And almost nobody is talking about how much AI adoption is actually happening inside them, or how much further it could go.

In this Tech Thursday panel, three founders building AI for heavy industry sit down to walk through what's actually working, what isn't, and what an AI-native energy or mining company would even look like.

Featuring:
- Keri Lee, Managing Director and CEO of Blue Marvel AI
- John Mortimer, CTO of Geologic AI
- Josh Malate, Co-Founder and President of Ultimarii
- Moderated by Philippe Burns, Tech Thursday

Topics covered:
- Why selling AI into oil and gas is a different business than selling AI anywhere else
- The "speed of trust" framework and why subject matter experts are part of the product
- How AI ethics committees inside the majors are reshaping the buying process
- Why "AI goes to die in IT" and what to do about it
- What an AI-native oil and gas or mining company would actually look like
- The Microsoft "frontier firm" strategy and why some AI companies are about to compete with their own customers
- Why human judgment becomes more scarce, not less, as inference gets cheaper
- Critical minerals, the 15.7-year mining cycle, and what that means for AI adoption

Chapters:
00:00 Intro and panel framing
04:00 Company introductions
12:00 Don't beat up on the customers
14:00 Speed of trust and subject matter experts
15:30 Where AI goes to die: the IT problem
17:00 The rise of AI ethics committees
24:00 The 15.7-year mining cycle and the value of cleaner data
30:00 What an AI-native energy or mining company actually looks like
33:00 Frontier firm strategy and why software is about to compete with operators
40:00 The data moat and benchmarking refiners
45:00 Human judgment as the scarce resource
50:00 Critical minerals, the next five years, and consolidation
58:00 Audience Q&A

Read the recap on the Calgary Tech Newsletter:
https://calgarytech.substack.com

Tech Thursday is Canada's largest tech community event series, hosted weekly across Calgary, Winnipeg, Edmonton, and Ottawa. Subscribe for weekly recaps, on-site interviews, and panels with the founders, investors, and operators building the Canadian tech ecosystem.

Sponsored by Boast, Neo Financial, Skip, Motiv, Alberta Innovates, Crestview Strategy, and Borden Ladner Gervais LLP (BLG).

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