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.
September 30 – October 2, 2026
Expose system leaders to frontier AI, scaled deployment, and the investment lens shaping what comes next.
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.
Wednesday, Sept 30
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.
Thursday, Oct 1
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.
Friday, Oct 2
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.
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.
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.
Friday, October 2. The debrief closes at 10:00 AM, with departures for the airport straight after.
San Francisco business casual: jeans, chinos, and sneakers are okay. Expect 70°F / 21°C by day and 57°F / 14°C at night.
Physical government-issued ID. Bring it with you during the day; some office locations require it at check-in.
All meals included. Light breakfasts and lunches at our host companies, with organized dinners each evening.
Select a place to find its address. Zoom for a closer look.
Where frontier AI stands today, where it is heading, and what that means for consumer goods
Anthropic's research workbench for scientists and how it can accelerate R&D and product innovation
Anthropic's mission, how they build AI responsibly, and what a partnership at this level looks like
How Anthropic studies the impact of powerful AI on the economy and society, and what they are seeing firsthand
An open discussion on data structure and ontology as the key to unlocking global use cases
AI holding company modernizing essential services businesses with technology
Enterprise AI intelligence platform building a context graph across apps, people, documents and workflows
Enterprise investment outlook
Autonomously turns enterprise data into governed, AI-ready data products that agents and analytics can use
Behavioral foundation model simulating how people respond before a company acts
A private dinner to connect with AI founders and investors.
Guest bios are included in the Speakers & Guests section after the Company Profiles.
Led robotics at Tesla before founding Mytra to rethink how goods move in warehouses
Founder of the current best-performing early-stage venture fund in the world
Former Chief Technology Officer of Atlassian, where he scaled engineering and cloud
Building a platform to get enterprise IT infrastructure ready for AI; previously CTO at Cisco
Invests across enterprise technology and counsels large companies on technology adoption
The future of enterprise technology
The future of agentic commerce and payments infrastructure
AI-native growth engine that turns fragmented customer and consumer data into predictive insights and growth decisions
AI workforce that communicates, coordinates, and operates at scale across the real economy
DeepMind Robotics Lab & Product Innovation
Building the TCCS Business Intelligence Layer
A look at the next generation of Google products
Hosted at McKinsey's office; session led by Sedef and Jen
What we set out to accomplish and how we will use the next two hours
Sharing the sharpest signals from Anthropic, Lightspeed, a16z, Google and Palantir
What frontier AI means for our bottlers, brands and operating model
Prioritize any action items, with owners. Agree on next steps and timing
| Company | Role | What they do | Funding / AUM / market cap |
|---|---|---|---|
| Anthropic | Enterprise | Frontier AI research company and the developer of Claude. | $161B raised |
| Stripe | Enterprise | Payments and agentic commerce infrastructure. | $9.4B raised |
| Enterprise | Search, cloud and AI company owned by Alphabet. | $4.10T market cap | |
| Palantir | Enterprise | Operational software for data and AI-supported decisions. | $461B market cap |
| Lightspeed | Investor | Global venture capital firm and an investor in AI since 2012. | $50B+ AUM |
| Andreessen Horowitz | Investor | The largest venture firm with a market-wide view of the technology stack. | $100B+ AUM |
| Beacon | Portfolio Company | AI-native holding company transforming essential services businesses. | $550M+ raised |
| Glean | Portfolio Company | Enterprise context graph across a company’s data, apps and documents. | $765M raised |
| Nextdata | Portfolio Company | Turns fragmented company data into AI-ready data products. | $13M raised |
| Simile | Portfolio Company | Behavioral foundation model that simulates how people will act. | $300M+ raised |
| Hilbert | Portfolio Company | AI growth infrastructure for consumer businesses. | $28M raised |
| HappyRobot | Portfolio Company | An AI workforce that runs real-world enterprise operations. | $210M raised |
Frontier AI research company and developer of Claude.
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.
Co-founder & President
Head of Americas
Head of Strategic Accounts, Americas
GTM, Strategic Retail
Applied AI Leader
Head of Intl. Strategic BD
Public Benefit
Head of AI Strategy
Product Lead, Claude Science
Applied AI Eng. & GTM, MHS
Global, multi-stage venture capital firm backing companies from seed through growth, and an investor in AI since 2012.
Partner, Enterprise Investments Practice Leader
Partner, Global Head of Platform
Sr. Director, BD and Partnerships
AI-native holding company transforming essential services businesses.
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.
Chief Product Officer and COO
CTO
Partner, Growth Private Equity, Lightspeed (via Zoom)
Enterprise context graph across a company’s data, apps and documents.
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.
Co-founder & Head of Product Engineering
COO
Strategic Account Executive
Autonomously turns fragmented company data into AI-ready data products.
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.
Founder & CEO
Head of Marketing & GTM
Behavioral foundation model that simulates how people will act.
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.
Co-founder & CEO
Co-founder; Stanford computer science professor
COO
GTM Leader
Venture capital firm backing technology companies from seed through growth, across AI, enterprise, consumer, fintech, crypto and defense.
Co-founder & General Partner
General Partner, Growth
Partner, Go-to-market Network
Payments and agentic commerce infrastructure.
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.
Head of Enterprise Sales, AMER
Head of Sales, Bridge Orchestration
Enterprise Solutions Architect
AI growth infrastructure for consumer businesses.
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.
Co-founder & CEO
Founding GTM
Co-founder & Head of Strategy
An AI workforce that runs real-world enterprise operations.
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.
Co-founder & CEO
CTO
Go-to-market Lead
Search, cloud and AI company owned by Alphabet.
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.
President, North America, Google Cloud
VP, Retail and Consumer Goods, Google Cloud
VP, Head of Robotics, Google DeepMind
Operational software for data and AI-supported decisions.
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.
Head of Retail and Consumer Goods
Chief Architect
Commercial Lead
Forward Deployed Engineer
Forward Deployed Engineer
Forward Deployed Engineer, Coke Implementation Lead
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
September 30 · 6:00–8:00 PM · Boulevard Restaurant
Co-founder & CEO · Mytra
mytra.aiChris 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
CEO & Co-founder · Writer
writer.comMay 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.
Founder & General Partner · Abstract
abstract.comRamtin 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.
Founder & CEO · Sycamore
sycamore.soSri 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.
Founder & CEO · DevAI
dev-ai.comDr. 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.
Founding Partner · NTTVC
nttvc.comVab 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.