How technology enables companies to connect with customers
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
I have a theory that we will soon see an Autonomous Organization: Not everyone agrees with me, and that’s fine. I first spoke about this in 2017—watch my 3 min TED talk at the Frankfurt auto show
I was thrilled to give the opening keynote at the Step SF Conference, hosted by my good friend Ray Dargham. My mission was to speak to the many AI founders in the Bay Area and beyond about how they can build an enduring business in … Continue readingBuild an Enduring AI Strategy
When tech features become a never-ending arms race, business strategy matters even more.Shocking…I just asked hundreds of AI founders and corporate AI leaders at the GenAI Summit in Silicon Valley: “How long does a technical moat in the AI industry last?” The most common response … Continue readingThere is a Shrinking Technical Moat in AI
Photo by Erick Davidson A Night of AI Innovation in the South Bay, hosted in Downtown San Jose On May 22, 2025, Llama Lounge celebrated its two-year anniversary with 250 AI founders, investors, and corporate partners at Zoom HQ in San Jose — marking one … Continue readingLlama Lounge 18, a Two-Year Anniversary at Zoom HQ
