VIP MORNING SESSION
SEPTEMBER 15, 2026
MIDTOWN, NYC

FUNDING

AI

COMPUTE

FUNDING
AI COMPUTE

An intimate room of the most consequential builders, founders, and investors in compute.

Tuesday, September 15, 2026. Midtown, NYC. Location shared upon registration.

FEATURED SPEAKERS

Erik Bernhardsson

CEO

Modal

Ariel Deschapell

Co-Founder & CTO/CPO

Hydra Host

Andrew Fox

Analyst

Atreides Management

Max Hjelm

EVP, Strategic Deals

CoreWeave

Steve Hou

Head of Research

Silicon Data

Rohit Iragavarapu

Partner

Tiger Global Management

Steve Jang

Founder & Managing Partner

Kindred Ventures

Emir Lise

Compute & Operations

fal

Kai Mak

CRO

Together AI

Mustafa Neemuchwala

Partner

New Enterprise Associates

Johnny Roisum

Director

Camber Road

Aaron Rubin

Partner

Gunderson Dettmer

Brian Schechter

Partner

Primary

Michael Stracey

Managing Director

SVB

Amer Tahboub

Managing Director

SVB

AGENDA

  1. Registration & Breakfast

    9:00 AM – 9:30 AM

  2. Sessions

    9:30 AM – 12:00 PM

    • 9:30 AM

      Opening Remarks

      Brian Schechter, Primary

    • 9:35 AM

      Market Perspective

      Andrew Fox, Atreides Management

    • 9:50 AM

      Fireside Chat: Financialization of Compute

      Steve Hou, Silicon Data

      Ariel Deschapell, Hydra Host

    • 10:20 AM

      Camber Road Insights

      Johnny Roisum, Camber Road

    • 10:25 AM

      Break

    • 10:35 AM

      Fireside Chat: Venture Capital in Compute

      Rohit Iragavarapu, Tiger Global Management

      Mustafa Neemuchwala, New Enterprise Associates

    • 11:05 AM

      SVB Insights & Solutions

      Michael Stracey & Amer Tahboub, SVB

    • 11:10 AM

      Panel: Buying & Selling Compute

      Max Hjelm, CoreWeave

      Emir Lise, Fal

      Erik Bernhardsson, Modal

      Kai Mak, Together

      Aaron Rubin, Gunderson Dettmer

    • 11:40 AM

      Compute Opportunities

      Steve Jang, Kindred

      Brian Schechter, Primary

  3. Light Bites & Networking

    12:00 PM – 1:00 PM

PARTNERS