Event schedule
September 23, 2026 in San Francisco. Doors at noon, program to 5:00, happy hour until 6:30.
DOORS OPEN
Registration, badges, and the startup showcase in the courtyard.
12:00 PM
OPENING REMARKS
Welcome from your hosts at VSC Ventures.
12:30 PM
HUDDLE SESSION ONE
Three rooms running at once. Fifty people to a room, one moderator, and anyone at the table can talk.
Physical-World Data Supply Chain
Teleop, simulation, video, or your own fleet. Which data bets are actually making models better, and what the best teams pay to feed them.
Storytelling for Physical AI Rounds
What worked for the rounds that closed this year: the narrative, launch, and milestone that earned the next check.
Deploying Agents in the Field
Long-running agents in real operations. What breaks on day three and week three, and who owns it when the agent makes the wrong call.
2:00 PM
HUDDLE SESSION TWO
Three rooms running at once. Fifty people to a room, one moderator, and anyone at the table can talk.
From Pilot to Purchase Order: Mastering GTM
Selling into skeptical plants and contractors. What killed the pilot, what closed the PO, and how corporates actually make buying decisions.
Underwriting Physical AI
Closed-door session for family offices and LPs. Valuations, secondaries, fee stacks, and the questions to ask before you invest.
The Bill of Materials
Actuators, magnets, and motors still come from China. How founders are sourcing, redesigning, and pricing through the squeeze.
3:00 PM
NAVIN CHADDHA
Keynote
Managing Partner, Mayfield. On the next investing wave after physical AI.
4:30 PM
HAPPY HOUR
Drinks and passed hors d'oeuvres in the courtyard. Last call at 6:00, full wrap 6:30.
5:00 PM
The huddles
Fifty founders and investors to a room. Anyone at the session can talk. We do not do panels.
Physical-World Data Supply Chain
Teleop, simulation, video, or your own fleet. Which data bets are actually making models better, and what the best teams pay to feed them.
Moderator
Bogdan Cristei
Founder, OPTIM VC
2:00 PM
Storytelling for Physical AI Rounds
What worked for the rounds that closed this year: the narrative, launch, and milestone that earned the next check. Bring your pitch and get feedback.
Moderator
Maggie Philbin
Partner, VSC
2:00 PM
Deploying Agents in the Field
Long-running agents in real operations. What breaks on day three and week three, and who owns it when the agent makes the wrong call.
Moderator
Tommy Leep
VC Partnerships, Google Cloud
2:00 PM
From Pilot to Purchase Order: Mastering GTM
Selling into skeptical plants and contractors. What killed the pilot, what closed the PO, and how corporates actually make buying decisions.
Moderator
Nate Williams
Founder and Managing Partner, UNION
3:00 PM
Underwriting Physical AI
Closed-door session for family offices and LPs. Valuations, secondaries, fee stacks, and the questions to ask before you invest in Physical AI.
Moderator
Max Khalkhali
Partner, GEX Ventures
3:00 PM
The Bill of Materials
When all the actuators, magnets, and motors are still coming from China, hear how founders are sourcing, redesigning, and pricing through the squeeze to deliver an optimized BOM.
Moderator
Michelle Sun
Founder, Core Matter
3:00 PM
Dirty Jobs 2026September 23San Francisco