Annual General Meeting · Confidential

Exits, demos, tours and our book launch

Join us in San Francisco as we share our most promising companies, exits and launch our Speedstrap book about what it takes to build climate startups in the AI age.

October 3–9, 2026 FiDi, San Francisco LPs & invited guests Featuring Nancy Pfund & Ramez Naam

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The itinerary

October 3–5

VIP Road Tour

Field workWildfire defense, rail, and electrified freight seen at operating scale.

October 7

Welcome Dinner

EveningA long-table dinner for arriving guests: LPs, founders, and the partners. No agenda and no slides, just the conversations that make the next day better.

October 8

Annual General Meeting

MorningThe exits and more in a state of the platform report.

MiddayWhat's compounding in the portfolio, where AI changes the game, and the work to be done.

FeaturedA fireside chat with Nancy Pfund of DBL Partners, plus Ramez Naam on the curves reshaping energy and climate.

EveningSpeedstrap book signing and an unhurried reception with the partners.

October 9

Portfolio & Tech Expo

MorningDemos of humanoids and other hardware across circular economy and climate infrastructure.

MiddayChoose the conversations: founders, customers, co-investors, and people who can shape the next decade and beyond.

AfternoonHappy hours and dinners.

October 8 · Featured speakers

Two people who saw it early.

Nancy Pfund

Fireside chat

Founder and Managing Partner of DBL Partners, a firm built to prove that venture capital can deliver top-tier returns and real social and environmental impact at the same time. She has backed Tesla, SolarCity, NexTracker, SpaceX, Pandora, Chestnut Carbon, and Bellwether Coffee.

She serves on the Board of Trustees of the National Geographic Society and lectures at Harvard, Stanford, and Yale. We'll sit down with her to walk through DBL's most iconic investments and what she took away from each one.

Ramez Naam

Talk

Co-chair for Energy and Environment at Singularity University, and one of the first to call the exponential price decline of solar — in Scientific American, back in 2011. Before that, thirteen years at Microsoft leading teams on Outlook, Internet Explorer, and Bing.

He is also the award-winning author of the Nexus trilogy and The Infinite Resource. He'll join us to talk about what compounding technology curves mean for the companies being built right now.

October 9 · Portfolio & Tech Expo

Come touch the future.

The Expo is where the story gets physical. These demonstrations are more than possibilities, they're real now.

Robot.com · R-Noid

Humanoids and their other robot friends will join the flow of the event.

SwellCycle · material at scale

Test your skills on a giant playable Game Boy, printed from recycled and bio-plastic and running an emulator.

Near Space Labs · delivery from above

Meet the newest generation of flying robots and, if airspace and timing allow, follow a beer from brewery to event by way of the stratosphere.

RevivnBrowse a circular-IT pop-up and take home a piece of the alternative to new hardware, pending final format confirmation.
Future MotionTry the Antic Bike or a Onewheel on a short test track.
Forrest3Watch a tree-climbing robot work its way up.
SonicFireSee the difference between suppression that wrecks a room and suppression that doesn't. Safety and permitting first.
FocalFeel a carbon-free heating system at work.

FOR THE MORE ADVENTUROUS

Join The Road Tour

For a small group, the week starts outside the ballroom: wildfire defense, rail infrastructure, and the operating economics of electric freight.

FireDome wildfire-defense system in action

FireDome demo

Live demo with 50 football field coverage.

Donner Pass by rail

Cross the Sierra on the California Zephyr: landscape, systems, and time to think together.

Tesla Semi · Nevoya

Get close to electrified freight and the operational math behind zero-emissions logistics.

Speedstrap — The Forgotten History of Company Building

The centerpiece · A conversation about company building

Almost as good as reading our book. Live discussions and workshops.

Join us for a private pre-launch of our new book describing long forgotten lessons from companies like NVIDIA and some of our most successful companies like Future Motion and Revivn.

RSVP

Choose your own adventure.

There will be side-quests. For now, please let us know which of the main events you'll be joining.

Annual General Meeting 2026