Day One®

Many investors avoided antimicrobial resistance. Then Eli Lilly agreed to pay up to US$780 million for LimmaTech Biologics, a vaccine developer backed by Tenmile. Dr Steve Burnell explains what a contrarian thesis, pharma's growing appetite for early assets and Australia's funding gap mean for the next wave of biotech.

This is the one episode you want to listen to if you want to know where Biotech is going in 2026 - what matters, where capital is moving, what investors are actually looking for and where Australia fits in all that.

Join us as we deep dive into this $250M funds formation, thesis and operations built with expertise from decades across the US and Aussie health system.

Emily Casey, founder and Director of What the Health, is joined by Dr Steve Burnell, Managing Director of Tenmile, the Tattarang-owned health technology investment business launched with an initial A$250 million allocation.

Dr Burnell is Managing Director of Tenmile and Chair of its Investment Committee. Before Tenmile he managed a global business, led M&A and established a new informatics and real-world data business at Roche-Genentech in the US. He remains a senior strategic advisor to Minderoo Foundation, where he led large initiatives in COVID-19, cancer and ocean genomics. He holds a BSc (Hons) in Biology and a PhD in Population Biology from the University of Sydney.

Together they unpack:

• Where Australia's capital gap really sits: late pre-clinical and early clinical stages, where rounds run to tens of millions
• Why pharma is moving earlier, and what the patent cliff means for dealmaking
• Why Dr Burnell says antimicrobial resistance was a hard sell for investors, and what changed before Lilly's LimmaTech deal
• The "who pays?" test every founder should pass before pitching, with Heidi Health as a case study
• How Tenmile screens by theme, tests the science and the team, then moves through diligence and syndication
• The founder mistakes to avoid, including how to approach NDAs
• Tenmile's investment themes beyond antimicrobials: women's health, mental health, oncology and AI in drug discovery
• Where he expects medicine to head by 2035: personalised mRNA medicines and a deeper understanding of the immune system

Chapters

00:00 Why this conversation, and a path from marine biology to Roche

08:30 What Tenmile is and how the Forrest backing came about

14:20 Australia's valley of death and where the capital gap really sits

19:56 What would fix it: coordinated capital, companies that stay onshore, US investors

26:47 Is biotech overheating? AI, the patent cliff and pharma buying earlier

31:56 The contrarian bet: antimicrobial resistance and the LimmaTech exit

36:09 Why founders must answer "who pays?"

42:15 Where the next breakthroughs are: personalised mRNA, AI and drug discovery

47:33 Tenmile's investment themes and what comes next for Tenmile

54:33 How Tenmile makes an investment, and the founder mistakes to avoid

1:02:20 Healthcare in 2035, and lessons from a career in venture

1:10:38 Rapid fire

Links and resources

What the Health: https://whatthehealth.io/

Tenmile Ventures: https://www.tenmile.com/

Tenmile portfolio: https://www.tenmile.com/portfolio

Tenmile team, including Dr Steve Burnell: https://www.tenmile.com/about-us

Mentioned in the episode

• Lilly to buy three vaccine developers, including LimmaTech (BNN Bloomberg): https://www.bnnbloomberg.ca/business/2026/05/26/lilly-to-buy-three-vaccine-developers-for-nearly-us4-billion-in-infectious-disease-push/
• Goodwin on LimmaTech's acquisition by Lilly, listing its backers: https://www.goodwinlaw.com/en/news-and-events/news/2026/05/announcements-lifesciences-ma-goodwin-advises-limmatech-biologics
• Merck and Moderna report positive Phase 3 melanoma results for intismeran (AJMC): https://www.ajmc.com/view/moderna-merck-mrna-cancer-vaccine-succeeds-in-late-stage-trial
• The pharma patent cliff explained (American Action Forum): https://www.americanactionforum.org/insight/the-patent-cliff-and-the-drug-markets-innovation-cycle/
• Heidi Health's Series C (MobiHealth News): https://www.mobihealthnews.com/news/heidi-health-garnered-340m-reaches-900m-valuation
• Lumos Diagnostics and Tenmile (Stockhead): https://stockhead.com.au/health/alive-and-kicking-lumos-diagnostics-attracts-twiggy-forrest-as-cornerstone-holder-in-10m-raise
• AdvanCell's A$452 million Series D (Forbes Australia): https://www.forbes.com.au/covers/innovation/brisbane-biotech-advancell-just-raised-a-record-450-million/

Subscribe for more conversations cutting through the noise in health technology, biotech and healthcare innovation.

What the Health is brought to you in partnership with Tenmile Ventures. Emily Casey also works part time at Tenmile, where she leads community and partnerships.

What the Health is part of Day One Network: https://dayone.fm/

#HealthTech #Biotech #VentureCapital #HealthcareInnovation

Episode Summary

Justin Wastnage is the founder and CEO of Vloggi, a platform that transforms everyday mobile phone footage into trusted, structured, legally owned video assets for businesses and enterprises. What started as a tool for tourism boards to crowdsource location content has evolved, through COVID, multiple pivots, and years of customer-funded development, into an infrastructure layer that verifies, structures and processes video for some of the world's most compliance-heavy industries.

In this episode, Justin joins Alan to talk honestly about the challenges of pitching a business that investors think they already know. Vloggi has worked with Major League Baseball, Netflix, the NSW Government, and Google Ads, yet raising in Australia remains stubbornly difficult. Alan digs into why that is and what Justin can do about it, from repositioning the pitch, to rebranding, to putting someone else in the room.

If you're a founder who has pivoted hard but can't shake what investors remember about your old story, this one is for you.

Time Stamps

00:00 – Intro

02:03 – Meet Justin Wastnage and the origins of Vloggi

04:57 – What Vloggi does: video as content, data and evidence

07:11 – What changed with synthetic AI video and why it matters now

09:00 – The pivot story: from tourism boards to enterprise compliance

12:35 – Bootstrapping and the team behind Vloggi

13:03 – The current raise: $800k to bring the enterprise product to market

17:03 – How Vloggi verifies that uploaded video is authentic, not AI-generated

19:33 – Commercial model: per project vs ongoing enterprise licensing

22:31 – Why Vloggi wants to be infrastructure, not a consumer brand

24:48 – Alan's challenge: how to reposition when investors think they know your old story

29:08 – Should you rebrand? The case for and against

32:26 – Pitch deck strategy: teaser first or full deck upfront?

35:23 – Alan pitches Vloggi back to Justin the way he'd do it

38:51 – The airline use case and how to open with one vertical then go broad

Resources

- Ask Alan a Question – https://speakpipe.com/pickmybrain

- More from Alan Jones – https://www.startupfoundercoach.com

The Day One Network

Pick My Brain is part of Day One, the podcast network dedicated to founders, operators & investors.

To learn more, join our newsletter (https://dayone.fm/newsletter) to be notified of new and upcoming shows. Day One helps founders and startup operators make better business decisions more often.

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Harry Uffindell has spent his career hiring the kind of people you don’t need to manage. From law, to consulting, to founding his own startup, to 5.5 years as CPO at Partly, and now building at Manifest - Harry has seen what happens when you trade quality for speed.

In this episode of the FNDN Series, Harry joins Matt McFarlane to share why great hiring starts before the JD goes live, how he stole Amazon’s Bar Raiser system for a Kiwi startup, and why his filter for 10x talent is simple: self-guided missiles.

Matt and Harry dive into the AI-enabled 45-minute Role Launch process that saves you months of wheel-spinning, the post-loop debrief with silent reads that protects talent density, and the real cost of putting a good bum in a seat. They also unpack talent cultivation - how to build a 12-24 month tsunami of great people, why he partnered with top university societies to create a hiring flywheel, and the billboard he’d put in San Francisco to bring Aussie and Kiwi talent home.

Harry also reflects on why the top 1% of grads right now are mind-blowing, why years of experience is a broken proxy for ability, and why having a non-traditional background in People might be his biggest superpower.

Episode Chapters

00:00 – Intro - Welcome Harry to the FNDN Series

02:15 – How do you actually define top talent / 10x / A-players?

05:30 – The Role Launch Process: Why speed now elongates your hiring later

08:45 – Building a Claude Skill to fast-track the process for busy hiring managers

11:50 – Speed vs. Intentionality: How to get the business to accept diligence upfront

15:20 – The 50-interview junior designer and what great actually looks like

18:40 – The Bar Raiser: Stealing Amazon’s most frustrating, most impactful process

22:10 – Inside the post-loop debrief: silent reads, scores, and handling amber flags

26:35 – The vibe check: Are you excited to tap people on the shoulder?

29:30 – B-players hire C-players: When threat is actually opportunity

33:15 – Self-guided missiles: Harry’s filter for true end-to-end ownership

37:40 – Ghost jobs, 300 AI applications a day, and how to find the best in the country

41:05 – The care test: How Harry interviews for obsession

44:20 – Talent Cultivation: Playing the long game and building your tsunami

47:30 – Should you hire the person or the role? It’s stage dependent

52:00 – Referrals and the question: Who would you follow if they started a company?

55:40 – The uni society flywheel: Hiring the 2-3 go-to people in each cohort

59:10 – The San Francisco billboard to bring talent back to AU/NZ

01:02:30 – AI-native grads, equity, and why top grads want to control their destiny

01:06:45 – The AU/NZ problem: Why we can’t just trade the same talent pool

01:11:30 – Why scaling from 200 to 800 means we need to create new talent

01:14:00 – Law to CPO: Why outsiders make the biggest step changes

Resources

🚀 Partly: https://www.partly.com/ - where Harry spent 5.5 years scaling the team

🛠️ Manifest: https://www.manifest.build/ - where Harry is building now

https://fndnseries.fndn.com.au/podcast

Third time's a charm! Alex Valente, CEO of Quarterzip and officially a friend of the show (whether he likes it or not), is BACK on In The Blink of AI, joining us live from San Francisco.

And we've got a LOT to unpack.

First, Alex shares an absolutely delicious AI hack that turns a whiteboard lecture into a polished blog post, complete with diagrams. Then we get into the AI headlines making everyone slightly nervous: rogue AI agents, the future of free AI, and why Silicon Valley might need to earn back the public's trust.

We also ask some very important questions:

• 🤖 Are AI agents getting too powerful? Turns out giving software more autonomy, access and compute comes with a few minor security concerns.
• 💸 Are you token rich or token poor? And what happens when AI companies start charging for the good stuff?
• 🏭 Are we all factory workers now? Alex explains Quarterzip's "factory of factories" philosophy. Georgie has Industrial Revolution concerns. Alex counters with Ferrari.
• 🔥 Is chaos the ultimate career advantage? Why the people who thrive in the AI era might be the ones who actually get stronger under pressure.

Then it's time for the ULTIMATE AI PERSONAL ASSISTANT SHOWDOWN. Five contenders. Two judges. Questionable mental arithmetic. We score Grok Bot, Instinct, Muse, Dots and Duet out of 10 and crown a winner.

And finally, some spicy rapid-fire takes: Alex is betting on Anthropic, thinks almost nobody outside four suburbs of San Francisco is sufficiently AI-pilled, and has one prescription for the entire AI industry:

Go to the pub. Talk to a normal person.

Smart AI conversations, strong opinions and a healthy dose of nonsense. Just how we like it.

Chapters

00:00 Cold open: could AI do your job?

01:16 Welcome back: Alex Valente’s third time on the show

03:39 Live from San Francisco

05:17 Waymo doors and traffic jams

06:07 AI hack of the week: whiteboard lectures into Claude

08:03 The factory of factories

10:46 Is a factory a negative? The Ferrari factory

12:16 Headline 1: agents behaving badly

16:46 Security after the PHP incident

18:15 Should regular listeners worry? AI diffusion

21:15 Secondhand golf clubs and the unfair advantage

23:06 Headline 2: ads in free AI, token rich vs token poor

26:18 What should graduates do? Antifragile

30:20 Headline 3: should AI companies prove their safety?

33:51 Data centers and social license

37:41 Personal agent showdown: Grok Bot, Instinct, Muse, Dots, Duet

46:02 Rapid-fire hot takes and recommendations

47:18 Outro

Mentioned in this episode:

Deel x BAI_Script 02 - Sep 2026

Deel x BAI_Script 01 - Sep 2026

Canibuild's sales team used to record personalised prospect videos by hand. Each one took 15 to 20 minutes, so reps did them in bursts, when they had spare time. Mark Deacon replaced that routine with a system that scripts, produces and tracks the videos, and he opens his screen to show every step.

Mark is Chief AI Officer at Canibuild. He has spent his career leading sales, marketing and customer success teams, and he does not write code. He built the Marketing Hub, an internal platform where Canibuild's teams serve themselves instead of queuing for engineering.

The outreach video tool is the centrepiece. A rep enters a prospect's website, or imports a list from a CSV or a HubSpot segment. The system scrapes the site, writes a script and produces a video of about a minute. It opens on the prospect's own website, then moves into the Canibuild product and ends on a call to action. Each video features an AI avatar of the account's real rep, with a HeyGen face and an ElevenLabs voice. Mark said reps supplied short recordings to set these up, and a personalised landing page goes out with the video.

Mark was direct about the results. By his account, conversion is roughly on par with videos reps record themselves. The gain is volume: a handful a month before, and potentially a thousand now, at about $4 a video. Video watches trigger Slack alerts and HubSpot tasks; demo bookings create deals, so reps do not need to live in the Marketing Hub.

The build-versus-buy split is useful. Mark said Canibuild's tools split roughly 50/50. It buys anything customer-facing that needs near-perfect uptime, such as its 11x AI SDR. It builds internal tools where a day of downtime is an inconvenience, not a crisis.

He also showed an early version of a newsletter builder. It reads the engineering team's Jira roadmap and industry news, scores what matters for a chosen segment, and publishes through HubSpot. Mark noted that it still needs a person to pick articles and images. Automatic segment-by-segment sending is the next step.

The second half widens out. Every Canibuild tool starts as a flow tested in the terminal, then gets an interface so the team can run it without waiting on Mark. Staff build dashboards and apps in VS Code using shared skills. Those skills apply templates, scan for leaked API keys, push to a central GitHub and register each tool on a master dashboard, so nothing disappears when its builder leaves. Mark described his role as enablement. He wants the people with domain expertise to build, inside guardrails, without turning his team into a new engineering queue.

His advice for beginners: start with Claude Code or Codex in the terminal, tie the first build to a real business problem, and keep humans on the first 20 per cent (thinking) and the last 20 per cent (review) of the work.

About Mark Deacon

Mark Deacon is Chief AI Officer at Canibuild. He is a revenue leader whose background spans sales, marketing, customer success and go-to-market strategy. He runs a growing set of internal AI tools for Canibuild's teams and posts about what he is building on LinkedIn.

Chapters

00:00 Cold open and intro

01:50 Why manual Loom videos did not scale

04:20 Terminal first, then a self-serve interface

05:18 From prospect website to scripted video

07:06 AI avatars, cloned voices and landing pages

12:15 Conversion parity, volume and cost per video

14:35 Watches become Slack alerts, HubSpot tasks and deals

17:43 Build versus buy: the AI SDR and enrichment

20:10 A revenue leader building without engineers

22:45 Newsletter builder fed by the product roadmap

27:22 Guardrails so everyone can build

32:22 Chief AI Officer: enablement, not a new bottleneck

38:58 Rapid fire

43:35 How to start, and the 20/60/20 rule

Links and resources

Mark Deacon on LinkedIn: https://www.linkedin.com/in/markpdeacon/

Canibuild: https://canibuild.com/

HubSpot: https://www.hubspot.com

HeyGen: https://www.heygen.com

ElevenLabs: https://elevenlabs.io

11x: https://www.11x.ai

FullEnrich: https://fullenrich.com

Astro: https://astro.build

About the host

Zachary King is the founder of Works, where he installs AI into how Australian companies operate. He has worked at the commercial pointy end of AI for almost twenty years and runs his own company largely from the command line.

About the show

Operator AI is the show where real operators open their screens and show exactly how they run the real parts of their business with AI. The real stack, not the hype.

If you want AI installed into how your business actually operates, learn more at https://workshq.com.au/ or book a time with Zachary King at https://savvycal.com/Zachary-King/zac-at-works-30.

Operator AI is part of Day One Network, the podcast and media network from W2D1 Media: https://dayone.fm/.

Georgie Healy talks to Dilani Kahawala, who built Anna, an AI assistant for parents. Anna connects to your emails and calendars and surfaces what needs your attention through iMessage or WhatsApp, like a change to the swimming carnival instructions.

They open on the admin that never stops. Georgie shares the day she completely forgot to pick up her son from school, and Dilani explains the mental load, why she carries her husband's admin in her head too, and the guilt of letting other volunteer parents run the school WhatsApp group.

Dilani describes building Anna, from hundreds of hours of data labeling so an AI trained mostly for coding learns that soccer matters and a Pilates discount doesn't, to the nine experiments and the pivot from enterprise to consumer. She also covers privacy, saying Anna never sells data and doesn't train on it.

The second half turns to kids and AI. Dilani has already introduced AI to her eight-year-old, but doesn't want him using it to get the answer, and argues that learning to think critically is the skill that matters most. She says waiting until kids are 15 isn't the answer, supervision is, and she's honest that she doesn't know how humans stay in control once they stop understanding what AI does. The episode closes with a round of What's Harder, from theoretical physics versus the school pickup to naming a startup versus naming a child.

Chapters

00:00 Cold open: the school pickup Georgie forgot

01:17 AI headlines: Navier-Stokes and Joseph Gordon-Levitt

04:38 Meet Dilani and Anna

06:09 Welcome and the launch video shoot

07:36 WhatsApp group chat or inbox

09:12 PhD or three WhatsApp groups

10:26 How Anna handles the boring admin

11:16 The day Georgie forgot the school pickup

13:17 Are kids doing too much?

15:14 The magic wand week and the lunchbox bin

16:35 How Anna was built

17:49 Privacy and data

18:35 The mental load and mom guilt

21:50 Why Dilani built Anna

24:17 Pivoting from enterprise to consumer

25:13 The personal assistant boom

26:35 Introducing AI to kids

28:19 Learning with AI, the LinkedIn roast and Alpha Schools

30:43 AI, physics and who stays in control

32:21 What age is right, voice AI and supervision

35:26 Kids’ big science questions

36:33 What’s Harder game

41:22 Where to find Anna

Mentioned in this episode:

Deel x BAI_Script 01 - Sep 2026

Deel x BAI_Script 02 - Sep 2026

Georgie Healy talks to Guy Fenton, who heads up go-to-market for Akai, the AI workflow automation platform from Deel. Akai started as an internal tool at Deel and is now offered to other companies as a way to automate repetitive back-office work across finance, HR and operations.

Georgie opens with the headless debate: if software no longer needs a login screen, does design still matter? Guy's answer is that UX matters more than UI right now, because his customers would rather use agents inside Slack, Teams or a webhook than log in anywhere. He explains how Akai builds an agent from a screen recording, and describes the virtual country finance manager Deel built for month-end bank reconciliation, which he says does the work of 10 people while the team reviews and approves it in Slack.

They get into what makes agent projects stick, why the non-technical user is the real bottleneck, and why forward deployed engineers sit with customers to get them to value fast. Guy says the people getting ahead are citizen developers, curious people in HR, ops and finance who adopt AI every day, and he predicts they become the leaders of the future. He also shares a hack for anyone building a team: ask AI to play your toughest buyer, then let it score your answers.

The conversation closes on jobs, trust and privacy: why Guy frames AI as optimizing jobs rather than replacing them, how regions from APAC to Germany react to security questions, why he would only trust an agent with his tax return after a few human-approved runs, and his bet that open source models will give the frontier labs a run for their money.

Chapters

00:00 Cold open

01:20 AI headlines: OpenAI engineer accused of spying on OpenAI

02:27 Tesla's flying Roadster

03:40 Anthropic drafts its own AI safety bill

04:46 This week's guest: Guy Fenton, Akai by Deel

06:27 What to delegate to new hires vs AI

07:40 Headless or design-led? Why UX beats UI

08:54 What is Akai? Explained for Georgie's mum

09:52 Building Akai inside Deel

11:30 The virtual finance manager doing the work of 10 people

12:33 Will 40% of AI agent projects get cancelled?

13:49 How Akai got agents working fast

16:15 Human in the loop: what's actually possible now

16:44 Forward deployed engineers and time to value

19:07 The skill to double down on: be a citizen developer

21:08 Where to start: personal AI tools and staying curious

24:15 Is AI replacing jobs or optimising them?

27:52 Guy's hack: turn AI into your toughest buyer

29:27 Muse, Instinct and everyday AI wins

31:07 Remote first: how Deel scales through over-communication

32:45 How different regions react: trust, security and privacy

34:49 Who's moving fastest: Higgsfield and APAC adoption

36:23 Is UK regulation slowing startups down?

38:09 Hot takes: favourite model and the rise of open source

39:35 Would you let an agent do your tax return?

40:03 Would you hand hiring interviews to AI?

42:11 How to get started with Akai

43:05 Outro

Mentioned in this episode:

Deel x BAI_Script 01 - Sep 2026

Deel x BAI_Script 02 - Sep 2026

Danny Seals has advised some of the most complex People teams in the world — big pharma, banking, and large-scale consultancies — and right now he's hearing the same thing from senior leaders everywhere: "I'm the most senior I've ever been in my career, and I feel like I'm the dumbest person. I'm burnt out. My experience has limited value because the instant answer is put it through ChatGPT."

In this episode of the FNDN Series, Matt McFarlane sits down with Danny, founder of Knot, a People experience advisory, and author of The Insightful Innovator, to unpack the big addiction to efficiency that's sweeping People and Culture.

Danny calls it Minutes vs. Moments — we’re obsessed with saving 10 minutes here and there, but we’re removing all the moments that actually build trust, loyalty and high-performing teams. From banking chatbots named Aura that add friction instead of removing it, to bereavement leave being handled by a bot, to HR teams vibe-coding their entire tech stack in Claude, we explore what should be automated and what should never be touched.

Matt and Danny also get into product-led thinking for People teams, his SPIES framework (Subscription, Products, Interactions, Experiences, Services), why IKEA turned customer service reps into digital interior designers instead of making them redundant, what X-shaped people do differently from T-shaped specialists, and how his Team MRI diagnostic — run over 100 times — helps teams see where experience is really leaking.

If you're building a People function in the age of AI, this is the filter you need before you automate anything.

Episode Chapters

00:00 – Intro

01:08 – Welcome to the pod with Danny Seals

02:40 – Where is People experience practice today?

03:03 – The AI & efficiency addiction: why senior leaders feel burnt out

04:49 – Where AI pressure is really coming from in HR

05:53 – Minutes vs. moments: the framework

07:30 – Moments that matter that AI should never touch

09:30 – SPIES, banking apps, and situational design

13:00 – When fraud happens: why white-glove human service is becoming a premium

19:00 – Product thinking vs. "work as a product" — language matters

28:00 – SPIES explained: hardware is strategy, software is capability

32:00 – T-shaped vs M-shaped vs X-shaped people

37:00 – Hiring for curiosity: what X-shaped people do day-to-day

41:00 – From crime scene investigation to audience insight: what "leakage" tells you

46:00 – The rise of the People engineer and what IKEA got right

50:00 – Vibe-coding your HR stack and the redundancy-to-rehire trap

54:00 – The future of the HRBP role: capability vs. job description

60:00 – The Team MRI: diagnosing 12 traits of high-performing teams

67:22 – One idea to steal: problem valuation — talk in feelings and figures

🧠 Danny Seals – People Experience expert, founder of Knot and Knot Another Newsletter

📚 The Insightful Innovator – Book by Danny Seals on People experience

🏢 IKEA Case Study – Reskilling customer service reps into digital interior designers

https://fndnseries.fndn.com.au/podcast

In Part Two of my conversation with Dr Steven Lu, Everlab’s co-founder and Chief Medical Officer, we unpack what’s actually worth measuring, which treatments show real promise, what’s still experimental and what the future of preventative healthcare could look like.

And why, when it comes to optimising our health, we should be problem-centric, not solution-centric.

We dive into:

• What keeps Steven up at night as Everlab grows and expands internationally.
• What’s actually worth measuring: From Lp(a), a genetically influenced cardiovascular risk marker, to body composition, and the tests Steven believes deserve more attention.
• GLP-1s, breakthrough drugs or misunderstood medicine? Their potential, the risks of poor dosing and inadequate support, and why protecting muscle and bone health matters.
• The peptide boom: What’s backed by evidence, the safety and quality concerns, and why Steven isn’t ready to inject them himself. Yet.
• Being problem-centric, not solution-centric: Why chasing the latest tests, treatments and biohacks isn’t necessarily the best approach to better health.
• AI and the future of primary care: How Everlab’s Concierge is bringing AI into healthcare while keeping clinicians in the loop.
• The next frontier of preventative medicine: Pharmacogenetics, personalised care and emerging Alzheimer’s blood tests.
• Hype or worth it? Steven’s rapid-fire take on full-body MRIs, continuous glucose monitors, wearables, NAD+ infusions and creatine, plus the health habits he thinks are overhyped and underappreciated.

Chapters

00:00 Preview: what's real in longevity

01:12 What keeps Steven up at night: leading Everlab through uncharted waters

03:00 What's worth measuring: Lp(a) and body composition

05:28 GLP-1s: what works, and what goes wrong without support

12:13 Peptides: the evidence gap and his "would I take it myself?" test

18:28 Be problem-centric, not solution-centric

22:41 Pharmacogenetics, tailored care and the public system's role

24:03 AI in primary care: keeping a clinician in the loop

27:55 The pTau217 Alzheimer's blood test and what Everlab is studying next

31:06 Rapid fire: MRI, CGMs, wearables, NAD+ and creatine

38:59 Lightning round: favourite emoji, overhyped and underhyped

41:40 Family, where to find Everlab, and thanks

Links and resources

What The Health: https://whatthehealth.io/

Everlab: https://www.everlab.com.au/

Dr Steven Lu at Everlab: https://www.everlab.com.au/doctors

Tenmile Ventures: https://www.tenmile.com/

Mentioned in the episode:

• Everlab Concierge product update (the AI health assistant, Eva, that Steven describes): https://www.everlab.com.au/post/introducing-everlab-concierge
• KFF Health Tracking Poll, November 2025 (12% of US adults say they currently take a GLP-1 drug; 18% have ever taken one): https://www.kff.org/health-costs/poll-1-in-8-adults-say-they-are-currently-taking-a-glp-1-drug-for-weight-loss-diabetes-or-another-condition-even-as-half-say-the-drugs-are-difficult-to-afford/
• TGA, concerns about unapproved peptide products (background to the peptide discussion): https://www.tga.gov.au/news/media-releases/concerns-regarding-public-health-risks-associated-unapproved-peptide-products
• RACGP newsGP, TGA warning on unapproved peptides (April 2026): https://www1.racgp.org.au/newsgp/professional/tga-issues-warning-against-unapproved-peptides
• MSAC Application 1736 (the proposal to list Lp(a) testing on the MBS; outcome pending): https://www.msac.gov.au/applications/1736
• RACGP submission on MSAC Application 1736 (October 2022; opposes the listing): https://www.racgp.org.au/advocacy/reports-and-submissions/view-all-reports-and-submissions/2022-reports-and-submissions/msac-application-1736-lipoprotein-a-testing-as
• AusDoc, Australian Atherosclerosis Society backs the proposed Lp(a) MBS items: https://ausdoc.com.au/specialist-update/cardiologists-back-expanded-lipoproteina-testing-for-at-risk-patients
• Australian Atherosclerosis Society, patient brochure on elevated lipoprotein(a): https://www.athero.org.au/fh/wp-content/uploads/Lpa-brochure.pdf
• Medical Republic on the pTau217 Alzheimer's blood test (Roche test authorised in Australia; the Health Minister's comments): https://medicalrepublic.com.au/mark-butler-and-the-holy-grail-of-dementia-tests/127796
• Axios on OpenAI's report on ChatGPT health use (January 2026; more than 40 million people ask daily): https://axios.com/2026/01/05/chatgpt-openai-health-insurance-aca
• News 12 New York on the death of a woman after an NAD+ infusion at a Bronx wellness centre (the case Steven refers to in the rapid-fire round): https://bronx.news12.com/prosecutors-unauthorized-nad-iv-infusion-led-to-womans-death

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Georgie Healy talks to Mirko Gropp, General Manager of Digital, Data and Technology at The Living Company, live from Dreamforce day three. The Living Company owns, develops and operates student housing, build-to-rent apartments and senior living across Australia, with around 2,000 people and about $17 billion in assets by Mirko's count.

Mirko's take on the week: Salesforce going headless means the UI, long the moat for software companies, is no longer the point, and Claude arriving inside Salesforce lets his team ask plain-language questions of their cases. He says agentic coding lets him build in 3 months what used to take a year, with 2 people who never touch the code.

They get into how a company rolls AI out when a small group of super users does most of the heavy lifting, and the HR question nobody has answered yet: how do you reward someone who is 10x more productive? Mirko explains why students hate email and voice, how The Living Company will build its first agent for senior living, and why most customer chat doesn't need a top-tier model.

If you have a custom tool you assumed was too hard to build, this one is the push. Mirko's advice is to describe the outcome you want, let the tool walk you there, and be a critical, proactive builder.

Captions

00:00 Cold open

01:30 Welcome back: the final Dreamforce interview

01:39 Headline: AI agents don't need screens

03:29 Headline: Headless 360 and the 5% AI value gap

05:27 Headline: How AI ends email and password fatigue

08:59 Mirko joins live from Dreamforce

10:22 The Living Company and the headless shift

11:49 Building in 3 months with 2 people who never touch code

12:51 Onboarding 10,000 students with 80% old school automation

13:53 What chatbot questions reveal, plus Cowork inside Salesforce

15:14 Rolling AI out to staff and the super users

16:56 The HR question: employees who are 10x more productive

17:20 Students trying to jailbreak the agent

18:13 Senior living: building the first agent

19:44 Designing for Gen Z and seniors

23:11 Tone of voice and rebuilding the bot with Salesforce

24:18 Shipping 5x to 10x faster than 10 years ago

25:47 Rapid fire: will AI disrupt property?

27:52 Predicting who's leaving and filling rooms early

28:40 You don't need Fable for everything

30:04 Where The Living Company goes next

32:16 Mirko's advice for builders

34:28 Outro: Attention is All I Need

Mentioned in this episode:

Deel x BAI_Script 02 - Sep 2026

Deel x BAI_Script 01 - Sep 2026