How technology enables companies to connect with customers
Llama Lounge 22 took place on January 22, 2026 at Amazon Web Services (AWS) in downtown San Francisco. The event brought together hundreds of AI founders, dozens of venture capitalists, and dozens of corporate AI buyers. The format included open networking and a startup pitch … Continue readingLlama Lounge 22 at AWS, Jan 2026
I believe in stating your goals! Manifest. Where I’m focused in 2026: Reply back if we’re aligned. Wishing you all a great 2026!
As a speaker, I’ve presented this at public events a handful of times, and will increase this as this market evolves, maybe even hosting a few events on the topic. As an investor. we’ve already backed a handful of leading agentic startups like CrewAI, Composio, … Continue readingNew Software Category: AROW Agentic Robotics Orchestration Workflows
Warning: This is a spoiler—the video hasn’t been published yet. Here’s the Google slides, however, the talking points are in the lower speaker section, which may be difficult to follow. To make it easier, I’m posting the content here in storyboard format so you can … Continue readingClosing Speech at TED AI on AI Culture and Revenue Per Employee of AI Native SF Bay Startups
Another sold-out Llama Lounge #21 — we turned away more than 900 applicants due to fire code capacity. This edition was hosted at Capgemini’s Applied Innovation Exchange in San Francisco, in partnership with my close friend Josh Baillon. The evening brought together a curated mix … Continue readingLlama Lounge 21 at Capgemini & Techcrunch Disrupt Partner
Mindset shift: Who are you competing with? Surprise! It’s not your traditional competitor, it’s your customer that uses AI. See market data of enterprise service, consulting, BPO, digital agencies and research service companies. Assume your customer is adopting AI faster than you can: rolling it … Continue readingServices Firms Falling Behind on Enterprise AI
Our 20th Llama Lounge (luma page) hit a new watermark for demand and density of AI decision-makers. The room was full of founders, investors, and corporate AI leaders sharing live demos, swapping intros, and forming partnerships on the spot. By the Numbers: Nine Startups on … Continue readingLlama Lounge 20: On “Swiss Ground” with Swisscom
Upcoming Speech: The Boldest: Why the SF Bay Is the Epicenter of AI. I am beyond thrilled to be a main stage speaker at TEDAI San Francisco on AI culture, innovation in the SF Bay Area. I’ll be a solo speaker on the “red dot” … Continue readingI’m speaking at TED AI, join me!
Above: Angle 1 (we couldn’t fit everyone in frame) Above: Angle 2 (we couldn’t fit everyone in frame) Llama Lounge 19 (luma page) at SAP AppHaus in Palo Alto was a milestone. AI founders, investors, and corporate AI leaders came together to build, challenge, and … Continue readingLlama Lounge 19 at SAP Palo Alto
I’m shook. I’ve been here for 27 years (since DotCom) and have never seen things move like this. SPEED EFFECTS I witnessed one of our AI-native portfolio companies* develop and launch a standout feature that attracted several thousand users in just four weeks—while continuously improving … Continue readingThe SF Silicon Valley Effect
