The Coca-Cola CompanySystem Digital Council

Silicon ValleyImmersion

September 30 – October 2, 2026

Expose system leaders to frontier AI, scaled deployment, and the investment lens shaping what comes next.

San Francisco Silicon Valley

Welcome

We are excited to welcome you to our Silicon Valley Immersion.

We have curated a group of leading enterprises, venture capital firms, and emerging technology companies to share their perspectives on how AI is moving from experimentation to meaningful business impact. Our conversations are intentionally grounded in companies operating at scale that can drive value today, while also providing exposure to earlier-stage companies that may shape what is possible tomorrow.

Beyond the technology and business insights, we have built in time to connect with innovation leaders over dinner and to come together as a team to exchange ideas and consider how what we learn translates to our business.

Thank you for joining us. We look forward to learning, challenging our thinking, and building on what’s next, together.

Day 1

Wednesday, Sept 30

San Francisco

Meet in the hotel lobby
9:00 AM

Anthropic: Claude and the frontier of AI.

Lightspeed: Enterprise AI and the transformation of traditional businesses.

Boulevard: Dinner with innovators and investors.

Day 2

Thursday, Oct 1

Silicon Valley

Meet in the hotel lobby
7:40 AM

a16z: Agentic commerce, growth and autonomous work.

Google: Physical AI and business intelligence.

Palantir: Operations at scale.

The Vault: Team dinner to reflect on the day.

Day 3

Friday, Oct 2

Debrief

Meet in the hotel lobby
7:45 AM

Implications for our bottlers, brands and operating model.

Agree on priorities, owners and timing.

10:00 AM: Depart for the airport.

Travel & Essentials

Arrival

Tuesday, September 29. Arrive at SFO and transfer to the Four Seasons at Embarcadero. Optional dinner at Orafo in the hotel at 7:00 PM.

Hotel

Four Seasons at Embarcadero. Home base for all three nights. Transportation is coordinated for all off-site meetings. All ground transportation departs from and returns to the hotel.

Departure

Friday, October 2. The debrief closes at 10:00 AM, with departures for the airport straight after.

Attire

San Francisco business casual: jeans, chinos, and sneakers are okay. Expect 70°F / 21°C by day and 57°F / 14°C at night.

Identification

Physical government-issued ID. Bring it with you during the day; some office locations require it at check-in.

Meals

All meals included. Light breakfasts and lunches at our host companies, with organized dinners each evening.

Contacts

Ashlee Adams

Program and partner engagement

+1 341 203 1961

Jo Zacharie

On-site logistics coordination

+1 404 626 1271

Mathieu Souliere

Executive protection

+1 678 920 8743

Bay Area orientation

San Francisco and Silicon Valley orientation Geographically positioned venues on an illustrated Bay Area map. Select a place to highlight its address below. Coral highlights San Francisco; teal highlights the approximate Silicon Valley region. DAYS 1 + 3 San Francisco DAY 2 Silicon Valley Four Seasons · 222 Sansome Street, San Francisco Four Seasons EMBARCADERO · HOME BASE Anthropic · 500 Howard Street, San Francisco · Public office reference; meeting entrance unconfirmed Anthropic HOWARD STREET · SAN FRANCISCO Lightspeed · 2 South Park Street, Floor 2, San Francisco · Public office reference; meeting entrance unconfirmed Lightspeed SOUTH PARK · SAN FRANCISCO SFO Airport · Highway 101, San Francisco, CA 94128 SFO Airport ARRIVAL + DEPARTURE Andreessen Horowitz · 2865 Sand Hill Road, Suite 101, Menlo Park · Public office reference; meeting entrance unconfirmed Andreessen Horowitz a16z SAND HILL ROAD · MENLO PARK Palantir · 100 Hamilton Avenue, Palo Alto · Public office reference; meeting entrance unconfirmed Palantir DOWNTOWN PALO ALTO Google · 1600 Amphitheatre Parkway, Mountain View · Public office reference; meeting entrance unconfirmed Google GOOGLEPLEX · MOUNTAIN VIEW Boulevard · 1 Mission Street, San Francisco Boulevard MISSION STREET · DINNER The Vault · 555 California Street, San Francisco The Vault CALIFORNIA STREET · DINNER McKinsey & Company · 555 California Street, San Francisco McKinsey & Company McKinsey CALIFORNIA STREET · SAN FRANCISCO

Select a place to find its address. Zoom for a closer look.

Agenda

Day 1

Wednesday, Sept 30

San Francisco

9:00–9:15 AM
Walk to Anthropic
9:15 AM–12:40 PM
9:15–9:45 AM
Welcome & Introductions
9:45–10:15 AM
Vision: The State of the Frontier in Commerce

Where frontier AI stands today, where it is heading, and what that means for consumer goods

10:15–10:50 AM
Claude Science and Model Hardware Standard

Anthropic's research workbench for scientists and how it can accelerate R&D and product innovation

10:50–11:00 AM
Break
11:00–11:30 AM
A Conversation with Daniela Amodei

Anthropic's mission, how they build AI responsibly, and what a partnership at this level looks like

11:30 AM–12:00 PM
The Anthropic Institute

How Anthropic studies the impact of powerful AI on the economy and society, and what they are seeing firsthand

12:00–12:40 PM
Lunch & Learn

An open discussion on data structure and ontology as the key to unlocking global use cases

12:40–1:00 PM
Travel to Lightspeed
1:00–4:30 PM
1:00–1:10 PM
Welcome by Lightspeed
1:10–1:40 PM

AI holding company modernizing essential services businesses with technology

1:40–2:10 PM

Enterprise AI intelligence platform building a context graph across apps, people, documents and workflows

2:10–2:40 PM
Lightspeed

Enterprise investment outlook

2:45–3:00 PM
Break
3:00–3:45 PM

Autonomously turns enterprise data into governed, AI-ready data products that agents and analytics can use

3:45–4:30 PM

Behavioral foundation model simulating how people respond before a company acts

4:30–4:45 PM
Travel to hotel
4:45–5:45 PM
Break
5:45–6:00 PM
Travel to dinner
6:00–8:00 PM
Wednesday dinner

Boulevard Restaurant

A private dinner to connect with AI founders and investors.

Guest bios are included in the Speakers & Guests section after the Company Profiles.

Attending
  • Chris Walti
    Chris WaltiCo-founder & CEO, Mytra

    Led robotics at Tesla before founding Mytra to rethink how goods move in warehouses

  • May Habib
    May HabibCEO, WRITER

    Leads Writer, an enterprise platform for AI agents and generative work

  • Ramtin Naimi
    Ramtin NaimiFounder & General Partner, Abstract Ventures

    Founder of the current best-performing early-stage venture fund in the world

  • Sri Viswanath
    Sri ViswanathFounder & CEO, Sycamore

    Former Chief Technology Officer of Atlassian, where he scaled engineering and cloud

  • Susie Wee
    Susie WeeFounder & CEO, DevAI

    Building a platform to get enterprise IT infrastructure ready for AI; previously CTO at Cisco

  • Vab Goel
    Vab GoelFounding Partner, NTT VC

    Invests across enterprise technology and counsels large companies on technology adoption

Day 2

Thursday, Oct 1

Silicon Valley

7:40–8:45 AM
Travel to a16z
8:45 AM–12:15 PM
8:45–9:00 AM
a16z Welcome & Introductions
9:00–9:30 AM
Fireside Chat with David George

The future of enterprise technology

9:30–9:35 AM
Break
9:35–10:15 AM

The future of agentic commerce and payments infrastructure

10:15–10:20 AM
Break
10:20–10:50 AM

AI-native growth engine that turns fragmented customer and consumer data into predictive insights and growth decisions

10:50–10:55 AM
Break
10:55–11:25 AM

AI workforce that communicates, coordinates, and operates at scale across the real economy

11:25–11:30 AM
Break for lunch
11:30 AM–12:15 PM
Lunch discussion with Marc Andreessen
12:15–12:45 PM
Travel to Google
12:45–3:30 PM
12:45–1:00 PM
Welcome & Introductions
1:00–2:00 PM
Campus Tour: Google DeepMind

DeepMind Robotics Lab & Product Innovation

2:00–2:15 PM
Waymo rides to Partner Plex
2:15–3:00 PM
Google Cloud

Building the TCCS Business Intelligence Layer

3:00–3:30 PM
Interactive Demo Experiences

A look at the next generation of Google products

3:30–3:45 PM
Travel to Palantir
3:45–5:45 PM
3:45–4:00 PM
Welcome & Introductions
4:00–4:10 PM
Brief History of Palantir and Intro to Palantir for CPG
4:10–4:40 PM
Platform Overview — why we built it the way we did
4:40–4:55 PM
NVIDIA Supply Chain Demo
4:55–5:10 PM
RGM Demo
5:10–5:30 PM
Coca-Cola Innovation Demo
5:30–5:45 PM
Open Discussion
5:45–6:45 PM
Break while traveling to dinner
6:45–8:30 PM
Team dinner

The Vault

Day 3

Friday, Oct 2

San Francisco

7:45–8:00 AM
Travel to McKinsey
8:00–10:00 AM

Debrief & Action Planning

Hosted at McKinsey's office; session led by Sedef and Jen

8:00–8:10 AM
Framing the Day

What we set out to accomplish and how we will use the next two hours

8:10–8:30 AM
Debrief: What We Saw

Sharing the sharpest signals from Anthropic, Lightspeed, a16z, Google and Palantir

8:30–9:30 AM
Implications for the System

What frontier AI means for our bottlers, brands and operating model

9:30–10:00 AM
Action Planning

Prioritize any action items, with owners. Agree on next steps and timing

10:00 AM
Depart for Airport

Companies

Summary of companies

Summary of companies, roles, activities and funding, assets under management or market capitalization
CompanyRoleWhat they doFunding / AUM / market cap
AnthropicEnterpriseFrontier AI research company and the developer of Claude.$161B raised
StripeEnterprisePayments and agentic commerce infrastructure.$9.4B raised
GoogleEnterpriseSearch, cloud and AI company owned by Alphabet.$4.10T market cap
PalantirEnterpriseOperational software for data and AI-supported decisions.$461B market cap
LightspeedInvestorGlobal venture capital firm and an investor in AI since 2012.$50B+ AUM
Andreessen HorowitzInvestorThe largest venture firm with a market-wide view of the technology stack.$100B+ AUM
BeaconPortfolio CompanyAI-native holding company transforming essential services businesses.$550M+ raised
GleanPortfolio CompanyEnterprise context graph across a company’s data, apps and documents.$765M raised
NextdataPortfolio CompanyTurns fragmented company data into AI-ready data products.$13M raised
SimilePortfolio CompanyBehavioral foundation model that simulates how people will act.$300M+ raised
HilbertPortfolio CompanyAI growth infrastructure for consumer businesses.$28M raised
HappyRobotPortfolio CompanyAn AI workforce that runs real-world enterprise operations.$210M raised

Company profiles

DAY ONE

Anthropic

anthropic.com

Frontier AI research company and developer of Claude.

HQ
San Francisco, CA
FOUNDED
2021
COMPANY SIZE
5,100+ employees
FUNDING
$161B

Anthropic builds Claude, a family of AI models that draft documents, analyze data and write software. People use Claude through its apps, and companies build it into their own systems through an API or through AWS, Google Cloud and Microsoft Azure. Anthropic also publishes research on making AI systems safer.

  1. Claude products. Claude Code and Cowork are most notable; Claude also recently launched Science, Legal, Design, and Security products.
  2. Enterprise adoption. More than 1,000 businesses spend over $1M a year; eight of the Fortune 10 use Claude.
  3. Revenue growth. Run-rate revenue passed $47B in May 2026, up from about $9B at end-2025; press reports put it above $100B by September.

Selected customers & partners

Speakers

Daniela Amodei
Daniela Amodei

Co-founder & President

Kate Jensen
Kate Jensen

Head of Americas

Ani Subbarao
Ani Subbarao

Head of Strategic Accounts, Americas

Patrick Gardner
Patrick Gardner

GTM, Strategic Retail

Jenny Sha
Jenny Sha

Applied AI Leader

Toby Astor
Toby Astor

Head of Intl. Strategic BD

Neerav Kingsland
Neerav Kingsland

Public Benefit

Max Kirby
Max Kirby

Head of AI Strategy

Anneke Jong
Anneke Jong

Product Lead, Claude Science

Gagan Bhat
Gagan Bhat

Applied AI Eng. & GTM, MHS

DAY ONE

Lightspeed Venture Partners

lsvp.com

Global, multi-stage venture capital firm backing companies from seed through growth, and an investor in AI since 2012.

Firm overview

Founded
2000
Headquarters
Menlo Park, CA
AUM
$50B+
Stage
Seed through growth
AI focus
180+ AI companies backed; $5.5B+ invested in AI
Latest raise
$9B+ across six vehicles

Selected portfolio companies

Speakers

Guru Chahal
Guru Chahal

Partner, Enterprise Investments Practice Leader

Nicole North
Nicole North

Partner, Global Head of Platform

Taylor Parker
Taylor Parker

Sr. Director, BD and Partnerships

DAY ONE

Beacon Software

beaconholdings.com

AI-native holding company transforming essential services businesses.

HQ
Toronto, ON
FOUNDED
2024
COMPANY SIZE
50 employees
FUNDING
$550M+

Beacon buys small, profitable software companies that run everyday businesses in education, finance, logistics and recreation. It holds them long term and embeds AI and engineering talent directly into each one, improving their digital and operational capabilities. Its 45 companies serve more than 22,000 businesses and institutions.

  1. 45 software companies. Serving 22,000+ businesses and 5M+ users; adds roughly one company every two weeks.
  2. Named acquisitions. RealEstateAPI, PowerUp Sports, Let's Camp, College Kickstart, VieFUND and MAP Policy Partners.
  3. Shared AI team. Bought Haize Labs, an AI testing company, in Sept 2026 to build AI tools for every company.

Acquired companies & partners

Speakers

Mark Schaaf
Mark Schaaf

Chief Product Officer and COO

Goutham Buchi
Goutham Buchi

CTO

Amish Desai
Amish Desai

Partner, Growth Private Equity, Lightspeed (via Zoom)

DAY ONE

Glean

glean.com

Enterprise context graph across a company’s data, apps and documents.

HQ
San Francisco, CA
FOUNDED
2019
COMPANY SIZE
1,600 employees
FUNDING
$765M

Glean is the trusted context and intelligence layer for enterprise AI. Glean brings together company knowledge, people, permissions, and activity to give AI a deep understanding of the enterprise, then applies the right intelligence and models to get work done effectively. It turns fragmented information into decision-ready context and embeds intelligence directly into operations.

  1. $300M+ in annual recurring revenue. Passed $300M in May 2026, three times its level 15 months earlier.
  2. Three products. Glean Assistant for answers, Glean Agents for automation, Glean Protect for security and permissions across AI tools.
  3. Proven rollouts. At Zillow, 80% of 7,000 employees adopted Glean, saving +1.5 hours each per week.

Selected customers & partners

Speakers

Tony Gentilcore
Tony Gentilcore

Co-founder & Head of Product Engineering

Amar Maletira
Amar Maletira

COO

Matt Cline
Matt Cline

Strategic Account Executive

DAY ONE

Nextdata

nextdata.com

Autonomously turns fragmented company data into AI-ready data products.

HQ
San Francisco, CA
FOUNDED
2022
COMPANY SIZE
27 employees
FUNDING
$13M

Note: Greycroft was a lead investor

Nextdata is a data infrastructure platform that enables companies to turn fragmented and distributed data into trusted, AI-ready assets that can be governed and used across the enterprise. Its data operating system is changing how large organizations unlock value from AI at scale.

  1. Data mesh founder. CEO Zhamak Dehghani created data mesh, which gives business teams ownership of their data.
  2. Nextdata OS. Launched April 2025; runs on top of a company's existing data platforms and clouds.
  3. New product launch. Launching a new product line that lets executives connect AI safely from their own machines.

Selected customers & partners

Speakers

Zhamak Dehghani
Zhamak Dehghani

Founder & CEO

Cornelius Willis
Cornelius Willis

Head of Marketing & GTM

DAY ONE

Simile

simile.com

Behavioral foundation model that simulates how people will act.

HQ
Palo Alto, CA
FOUNDED
2025
COMPANY SIZE
50+ employees
FUNDING
$300M+

Simile is building a behavioral foundation model and new category of AI-powered simulation. Its simulation platform lets companies test how real people are likely to respond to products, pricing, and other strategic decisions before putting them in market. Simile enables organizations to accelerate innovation and reduce the risk of decisions.

  1. Stanford research roots. Built by the Stanford team behind the 2023 Generative Agents paper.
  2. CVS Health. Compressed weeks of medication-adherence research into hours using simulated patients.
  3. Wealthfront. Expanded its customer research 15x with Simile, without losing depth.

Selected customers & partners

Speakers

Joon Sung Park
Joon Sung Park

Co-founder & CEO

Michael Bernstein
Michael Bernstein

Co-founder; Stanford computer science professor

Julia Lauer
Julia Lauer

COO

Jyothi Vallurupalli
Jyothi Vallurupalli

GTM Leader

DAY TWO

Andreessen Horowitz

a16z.com

Venture capital firm backing technology companies from seed through growth, across AI, enterprise, consumer, fintech, crypto and defense.

Firm overview

Founded
2009
Headquarters
Remote-first; main office in Menlo Park, CA
AUM
$100B+ (Apr 2026)
Stage
Seed through growth
Recent raises
$1.1B Machine Age Fund (Aug 2026); $15B+ across funds
Practice areas
AI and infrastructure, enterprise and fintech, consumer, crypto, American Dynamism

Selected portfolio companies

Speakers

Marc Andreessen
Marc Andreessen

Co-founder & General Partner

David George
David George

General Partner, Growth

Kevin Dulsky
Kevin Dulsky

Partner, Go-to-market Network

DAY TWO

Stripe

stripe.com

Payments and agentic commerce infrastructure.

HQ
San Francisco and Dublin
FOUNDED
2010
COMPANY SIZE
9,000 employees
FUNDING
$9.4B

Stripe provides the software businesses use to accept payments, send invoices, block fraud and move money globally. Its Agentic Commerce Suite lets businesses sell through AI agents with one integration.

  1. Open standard for agent checkout. Co-developed the Agentic Commerce Protocol with OpenAI; powers shopping in ChatGPT, expanding to Microsoft Copilot.
  2. $1.9T processed in 2025. Up 34% from 2024; used by 5M+ businesses, including 90% of the Dow Jones Industrial Average.
  3. Agentic Commerce Suite. Launched Dec 2025 as one integration for selling across AI agents; launch brands include Coach, Kate Spade, Etsy and Revolve.

Selected customers & partners

Speakers

John Williams
John Williams

Head of Enterprise Sales, AMER

Danny Cepin
Danny Cepin

Head of Sales, Bridge Orchestration

Connor Fulton
Connor Fulton

Enterprise Solutions Architect

DAY TWO

Hilbert

hilberts.ai

AI growth infrastructure for consumer businesses.

HQ
San Francisco, CA
FOUNDED
2025
COMPANY SIZE
23 employees
FUNDING
$28M

Hilbert is a data science-first growth infrastructure that gives companies predictive clarity into consumer behavior, revenue drivers and the actions that drive sustainable growth. Fully agentic by design, it shrinks months-long decision cycles to minutes, with ~$1B+ in performance budgets under management.

  1. Surfaces the biggest opportunities. Recommends specific growth actions, like which products to offer existing customers, and sizes the expected revenue gain of each.
  2. Turns insight into execution. Automates the follow-up, like reaching out to customers at risk of leaving and testing new growth ideas.
  3. Built by growth veterans. Founded by the team that scaled Getir’s growth function across nine countries.

Selected customers & partners

Speakers

Nazli Tan
Nazli Tan

Co-founder & CEO

Gerard Espinet
Gerard Espinet

Founding GTM

Ceyda Erten
Ceyda Erten

Co-founder & Head of Strategy

DAY TWO

HappyRobot

happyrobot.ai

An AI workforce that runs real-world enterprise operations.

HQ
San Francisco, CA
FOUNDED
2023
COMPANY SIZE
210 employees
FUNDING
$210M

Note: we are doing a proof-of-concept for FSOP service enablement with NAOU

HappyRobot builds AI agents that run real-world enterprise workflows, starting with logistics and go-to-market execution. The agents handle the calls, emails and messages that keep operations running, such as calling carriers for delivery times or chasing invoices, updating the company's systems as they go, and handing exceptions to people.

  1. 150+ enterprise customers. Across logistics, energy, insurance and telecom; revenue up 5x+ since Sept 2025.
  2. Forward-deployed engineers. Start with one high-value workflow, measure it against the existing baseline, then expand.
  3. Running across DHL. DHL Supply Chain uses HappyRobot agents for appointment scheduling, transport-status and driver calls, handling millions of voice minutes a year.

Selected customers & partners

Speakers

Pablo Palafox
Pablo Palafox

Co-founder & CEO

Luis Paarup
Luis Paarup

CTO

Sam Viall
Sam Viall

Go-to-market Lead

DAY TWO

Google

about.google

Search, cloud and AI company owned by Alphabet.

HQ
Mountain View, CA
FOUNDED
1998
COMPANY SIZE
199,000 employees
MARKET CAP
$4.10T

Google, owned by Alphabet, runs Search, YouTube, Android, Maps and Gemini, its AI assistant and model family. Google Cloud rents computing power, data tools and Gemini AI to businesses. Google DeepMind does the AI research behind Gemini and its robotics work, and sister company Waymo runs driverless taxi services.

  1. Gemini reach. Gemini app has 950M monthly users; nearly 90% of the Fortune 100 use Gemini Enterprise.
  2. Google Cloud growth. Q2 2026 revenue of $24.8B, up 82% year over year, with a $514B contracted backlog.
  3. Waymo and robotics. Waymo gives 500,000 paid driverless rides a week; Gemini Robotics 2.0 models are in early access on humanoid robots.

Selected customers & partners

Speakers

Michael Clark
Michael Clark

President, North America, Google Cloud

Jose Luis-Gomes
Jose Luis-Gomes

VP, Retail and Consumer Goods, Google Cloud

Carolina Parada
Carolina Parada

VP, Head of Robotics, Google DeepMind

DAY TWO

Palantir

palantir.com

Operational software for data and AI-supported decisions.

HQ
Aventura, FL
FOUNDED
2003
COMPANY SIZE
4,429 employees
MARKET CAP
$461B

Palantir sells software that pulls an organization's scattered data into one shared model of its operations, so staff and AI tools can analyze it and act on it. Governments use it for defense and intelligence work; companies use it for supply chains, factories and planning.

  1. Four software platforms. Gotham for defense, Foundry for business operations, AIP for AI, Apollo for deploying software.
  2. Fast growth. Q2 2026 revenue of $1.94B, up 93% year over year; US commercial revenue up 149%.
  3. Government anchor. 54% of 2025 revenue came from government; US Army deal worth up to $10B over 10 years.

Selected customers & partners

Speakers

Anita Beveridge-Raffo
Anita Beveridge-Raffo

Head of Retail and Consumer Goods

Chad Wahlquist
Chad Wahlquist

Chief Architect

Ganesh Nambiar
Ganesh Nambiar

Commercial Lead

Rijul Garg
Rijul Garg

Forward Deployed Engineer

Neil Krishnan
Neil Krishnan

Forward Deployed Engineer

Alex Phillpotts
Alex Phillpotts

Forward Deployed Engineer, Coke Implementation Lead

Speakers & Guests

Main presenters

Daniela Amodei

Daniela Amodei

Co-founder & President · Anthropic

Daniela Amodei is co-founder and President of Anthropic, the frontier research lab behind the Claude models, which she started in 2021 with her brother Dario and other former OpenAI colleagues. She previously served as VP of Safety and Policy at OpenAI and spent five years at Stripe in recruiting and risk operations. She is the executive who sets Anthropic's operating and trust-and-safety standards that govern how enterprises can deploy Claude.

Kate Jensen

Kate Jensen

Head of Americas · Anthropic

Kate Jensen is the Head of Americas at Anthropic, where she leads the company's go-to-market teams across the Americas as well as its global Public Sector and Beneficial Deployments organizations. Before joining Anthropic, Kate was Head of Platform Sales at Stripe and a sales leader at Google Cloud.

Ani Subbarao

Ani Subbarao

Head of Strategic Accounts, Americas · Anthropic

Ani Subbarao leads Anthropic's strategic enterprise go-to-market team in the Americas, which partners with many of the largest industrial and consumer companies in the world, including The Coca-Cola Company. Ani's team works directly with executive leadership to bring Claude into the core of their businesses.

Patrick Gardner

Patrick Gardner

GTM, Strategic Retail · Anthropic

Patrick Gardner is Anthropic's account director for The Coca-Cola Company. He supports the world's most recognized CPG and retail brands on their strategy and deployment of Claude across their organizations. Patrick serves as the day-to-day lead for Anthropic's partnership with Coca-Cola.

Guru Chahal

Guru Chahal

Partner · Lightspeed Venture Partners

Guru Chahal is a Partner at Lightspeed focused on early-stage enterprise investing across AI, cloud infrastructure, security, DevOps, and observability. He first joined Lightspeed in 2012 after Nuova Systems was acquired by Cisco, worked on investments including Zscaler and Avere Systems, then left to become a co-founder of Avi Networks, acquired by VMware in 2019. He combines operator and investor perspective on the infrastructure and security questions large enterprises face when scaling AI.

Amish Desai

Amish Desai

Partner, Growth Private Equity · Lightspeed Venture Partners

Amish Desai is a Partner on Lightspeed's growth private equity team, which he joined in 2024, partnering with founders and executive teams across enterprise growth businesses and building the firm's strategy in leading AI technology and services companies. He previously built and scaled the tech-focused buyout practice at Elliott Management, closing more than $20B of transactions across enterprise software, services and media, and began his career as a consultant at Bain & Company.

Marc Andreessen

Marc Andreessen

Co-founder & General Partner · Andreessen Horowitz

Marc Andreessen is co-founder and General Partner of Andreessen Horowitz, the Silicon Valley venture firm he started with Ben Horowitz. He co-created the Mosaic browser, co-founded Netscape, which sold to AOL, and co-founded Loudcloud/Opsware, which sold to Hewlett-Packard. He serves on Meta's board and sits on numerous portfolio boards, giving him a broad view of how consumer demand and technology platforms shift. Andreessen Horowitz is the largest VC firm by AUM, and its January 2026 close of $15B across five funds equaled about 18% of all US venture dollars deployed in 2025.

David George

David George

General Partner (Growth) · Andreessen Horowitz

David George leads the Growth practice at Andreessen Horowitz, which he joined in 2019. He has led growth investments in SpaceX, OpenAI, Stripe, Roblox and Databricks, and was previously at General Atlantic backing Airbnb, CrowdStrike, Slack and Uber. He offers a clear view of how late-stage private capital now funds the AI and consumer companies reshaping demand.

Mark Schaaf

Mark Schaaf

Chief Product Officer · Beacon Software

Mark Schaaf joined Beacon as Chief Product Officer and COO in June 2026, alongside a $225 million Series C to build an AI-native business operating system. He was previously CTO of Instacart, building its technical foundation ahead of IPO, and earlier CTO of Thumbtack, first COO of Retool, and a Google engineering leader. His Instacart background speaks directly to grocery e-commerce and retail media.

Goutham Buchi

Goutham Buchi

CTO · Beacon Software

Goutham Buchi became CTO of Beacon Software in June 2026, building AI platforms for everyday 'Main Street' businesses. He was previously CTO of AngelList, spent over six years as a senior engineering director at Coinbase, and led growth engineering at Coursera. He is a strong counterpart on embedding AI into the operations of distributed, transaction-heavy businesses.

Tony Gentilcore

Tony Gentilcore

Co-founder & Head of Product Engineering · Glean

Tony Gentilcore co-founded Glean in 2019 and leads product engineering for its enterprise AI platform, which connects company knowledge and data to AI assistants and agents. He spent a decade at Google, helping modernize the search results page and founding Chrome's Speed Team. He works closely with Fortune 500 CIOs on deploying AI search across large, multi-department organizations.

Amar Maletira

Amar Maletira

COO · Glean

Amar Maletira is the COO at Glean, where he oversees the go-to-market organization and overall company operations. He brings more than two decades of experience leading and growing global technology businesses, most recently as CEO of Rackspace Technology. Before that, he served as President at Rackspace and EVP & CFO at VIAVI Solutions.

Zhamak Dehghani

Zhamak Dehghani

Founder & CEO · Nextdata

Zhamak Dehghani is co-founder and CEO of Nextdata, which builds tooling to decentralize and automate data management for analytics, applications and AI agents. She originated the data mesh concept in 2019 at Thoughtworks and wrote 'Data Mesh: Delivering Data-Driven Value at Scale,' leaving in 2022 to found Nextdata. Her domain-ownership model suits global groups unifying data across brands and markets.

Joon Sung Park

Joon Sung Park

Co-founder & CEO · Simile

Joon Sung Park is co-founder and CEO of Simile, a company building a foundation model and AI simulation platform for human behavior. Joon earned his Ph.D. in Computer Science from Stanford, where he pioneered the field of “generative agents”—AI systems that can remember, plan, and simulate human behavior. His landmark Smallville research became one of the foundational demonstrations of AI agents interacting in a realistic social environment.

Michael Bernstein

Michael Bernstein

Co-founder; Professor of Computer Science, Stanford University · Simile

Michael Bernstein is co-founder and Chief Data Officer of Simile and a Professor of Computer Science at Stanford, where he is also a Senior Fellow at the Stanford Institute for Human-Centered Artificial Intelligence. His research focuses on using AI and computational systems to understand and simulate human behavior and how social systems behave at scale. His collaboration with Joon Sung Park led to the research that underpins Simile’s technology.

John Williams

John Williams

Head of Enterprise Sales, AMER · Stripe

John Williams joined Stripe's go-to-market leadership team in early 2026 as Head of Enterprise Sales, AMER, responsible for growth across Stripe's enterprise customers in the Americas. He is a senior revenue executive focused on scaling billion-dollar-plus businesses, with prior roles at Salesforce, SAP and Oracle.

Nazli Tan

Nazli Tan

Co-founder & CEO · Hilbert

Nazli Tan is co-founder and CEO of Hilbert, an AI-native growth infrastructure company helping businesses understand what is driving growth and identify the actions that will improve revenue, retention, and profitability. She spent a decade running growth for high-velocity B2C businesses, most recently building Getir’s global growth function across nine countries and hundreds of millions in marketing spend. Nazli holds a B.S. in Mathematics with high honors from Middle East Technical University and an M.S. in Financial Engineering from Boğaziçi University.

Pablo Palafox

Pablo Palafox

Co-founder & CEO · HappyRobot

Pablo Palafox is co-founder and CEO of HappyRobot, which builds the AI voice and workflow agents enterprises use to run logistics, GTM and complex business operations. He holds dual master’s degrees in industrial engineering from the Technical University of Madrid and TUM, and was a published AI researcher in TUM’s 3D AI Lab and a Meta Reality Labs research scientist before leaving his Ph.D. in 2022 to found the company with his brother Javier. HappyRobot went through Y Combinator and has raised funding from Andreessen Horowitz and Base10.

Carolina Parada

Carolina Parada

Vice President and Head of Robotics · Google DeepMind

Carolina Parada is Vice President and Head of Robotics at Google DeepMind, leading the effort to bring AI into the physical world through the Gemini Robotics models and the GR 1.5 series. She previously led robot mobility and vision groups at Google AI, ran camera perception for self-driving cars at NVIDIA, and spent seven years in Google Speech driving the work behind “Ok Google,” Assistant and Voice Search. She holds a Ph.D. from Johns Hopkins University, where her research was in speech and language processing.

Michael Clark

Michael Clark

President, North America · Google Cloud

Michael Clark is President of Google Cloud North America, leading field sales, consulting, partner and customer-engineering teams across the region. He joined Google Cloud in 2018 after more than 20 years at Microsoft in senior enterprise leadership roles, rising from Managing Director of the East Region to President for North America. He is a graduate of Tulane University.

Jose Luis-Gomes

Jose Luis-Gomes

Vice President, Retail and Consumer Goods · Google Cloud

Jose Luis-Gomes is Vice President, Retail and Consumer Goods at Google Cloud, a role he took in April 2025 after four years as Managing Director for the same sector. He previously spent 12 years at dunnhumby, most recently as President of North America, working with Kroger, McDonald's, P&G and Kraft on loyalty, personalization and merchandising, and has served on the IFCO Systems board since 2021.

Anita Beveridge-Raffo

Anita Beveridge-Raffo

Head of Retail and Consumer Goods · Palantir Technologies

Anita Beveridge-Raffo has led Palantir's Retail and Consumer Goods business since January 2025. She joined Palantir in 2015 and spent more than nine years as a deployment strategist running technical deployments across retail and CPG; before that she led Nike digital strategy in New York at AKQA as a WPP Fellow. She writes for Fortune and The New Stack on where retailers and food brands go wrong with AI and how to operationalize it.

Wednesday dinner guests

September 30 · 6:00–8:00 PM · Boulevard Restaurant

Chris Walti

Chris Walti

Co-founder & CEO · Mytra

mytra.ai

Chris Walti is co-founder and CEO of Mytra, whose robotics platform makes industrial facilities get better after it's installed. Mytra has projects with Tier 1 customers across 3PL, retail, and manufacturing, and has raised $200M from Eclipse, Greenoaks, and Avenir. Before Mytra, Chris spent seven years at Tesla, where he was the founding leader of the Optimus humanoid program and led the robotics that helped ramp Model 3. He holds ten patents and degrees from the University of Illinois and MIT.

Note: Mytra is working with Reyes

May Habib

May Habib

CEO & Co-founder · Writer

writer.com

May Habib is the co-founder and CEO of Writer, a leading agentic AI platform for the enterprise. Under May's leadership, Writer has become a global enterprise AI powerhouse, transforming work at hundreds of pre-eminent organizations including Accenture, Prudential, Vanguard, Mars, Uber, and Marriott. May is an expert in natural language processing and AI-driven language generation. She is a World Economic Forum Young Global Leader and a Fellow of the Aspen Global Leadership Network. Writer has been recognized as a Forbes AI 50 company, a CNBC Disruptor, and one of the world's fastest-growing AI unicorns, valued at $1.9 billion.

Ramtin Naimi

Ramtin Naimi

Founder & General Partner · Abstract

abstract.com

Ramtin Naimi founded Abstract in 2016 and leads it as general partner, investing at pre-seed, seed and Series A. Abstract has $3.3B in assets under management and is currently the best-performing early-stage fund in the world. Abstract’s portfolio includes companies like SpaceX, Solana, Physical Intelligence, and Crusoe. As a seed investor he sees emerging technology years before it reaches large corporates and understands what it takes for companies to scale.

Sri Viswanath

Sri Viswanath

Founder & CEO · Sycamore

sycamore.so

Sri Viswanath is founder and CEO of Sycamore, an operating system for enterprise AI that builds, deploys, and orchestrates autonomous agentic applications. He was previously a Managing Director at Coatue, leading their AI investing, and before that Chief Technology Officer of Atlassian, leading its cloud transformation. He focuses on accountable control over AI and deploying it safely in brand-sensitive companies.

Susie Wee

Susie Wee

Founder & CEO · DevAI

dev-ai.com

Dr. Susie Wee is co-founder and CEO of DevAI, a venture-backed company that helps large enterprises get their IT infrastructure ready for AI while delivering immediate benefits to their IT operations. DevAI's IT Intelligence Engine brings fragmented data together into an accurate, always-current view of the systems the business runs on. Susie was previously a VP of Cross-Product Experiences at Google and an SVP and CTO of DevNet at Cisco. She is an IEEE Fellow, holds bachelor's, master's and Ph.D. degrees in electrical engineering and computer science from MIT, and has been named to Forbes' 50 Over 50 and 100 Most Powerful Women lists.

Vab Goel

Vab Goel

Founding Partner · NTTVC

nttvc.com

Vab Goel is the founding partner of NTTVC, the Silicon Valley venture firm backed by NTT Data, investing in enterprise and infrastructure technology. He spent 19 years at Norwest Venture Partners, with early investments in Apigee and Mist Systems, and founded enterprise networking company Virtela, later acquired by NTT. He is a director of NTT DATA Group, bridging startups with a global corporate operator.