Welcome @FundaAI to TomorrowX Summit. FUNDA is an AI-native, full-stack research platform for public equity investors — bringing together deep research, primary insights, and a network of 50,000+ vetted experts.

In case you missed it — the full TomorrowX Summit speaker lineup is out. Nov 17–18, Austin. Jensen Huang (@JensenHuang): Nvidia (@nvidia) David Solomon (@DavidSolomon): Goldman Sachs (@GoldmanSachs) Brian Armstrong (@brian_armstrong): Coinbase (@coinbase) Jon Gray: Blackstone (@blackstone) Ali Ghodsi (@alighodsi): Databricks (@databricks) Marc Rowan: Apollo (@apolloglobal) Chase Lochmiller (@ChaseLochmiller): Crusoe (@CrusoeAI) Arvind Jain (@jainarvind): Glean (@glean) Aravind Srinivas (@AravSrinivas): Perplexity (@perplexity_ai) Tony Xu (@t_xu): DoorDash (@DoorDash) Jitendra Mohan: Astera Labs (@AsteraLabs) Lin Qiao (@lqiao): Fireworks (@FireworksAI_HQ) Andrew Feldman: Cerebras (@cerebras) Scott Wu (@ScottWu46): Cognition AI (@cognition) Zach Dell (@ZachBDell): Base Power (@basepowerco) Joe Lonsdale (@JTLonsdale): 8VC (@8vc) Guillermo Rauch (@rauchg): Vercel (@vercel) Michael Eisenberg (@mikeeisenberg): Aleph (@aleph) Rene Haas (@renehaas237): Arm (@arm) Glenn Solomon (@glennsolomon): Notable Capital (@notablecap) David George (@DavidGeorge83): a16z (@a16z) Dylan Field (@zoink): Figma (@figma) Matt Witheiler: Wellington (@Wellington_Mgmt) Howard Lindzon (@howardlindzon): Stocktwits (@Stocktwits) The conversations that happen after the feed. Hosted by @GavinSBaker @rbiscardi @AntonioGracias Register here:

“Looking forward to hearing Sumit’s thoughts on how AI is changing the business model of memory suppliers, how SCAs are different vs. LTAs of the past, what new memory-intensive applications might be on the horizon and much more.” @GavinSBaker

Happy to announce Sumit Sadana EVP and Chief Business Officer of @MicronTech as a confirmed speaker at the @TomorrowXSummit in November.   Memory per FLOP drives tokens per watt. Looking forward to hearing Sumit’s thoughts on how AI is changing the business model of memory suppliers, how SCAs are different vs. LTAs of the past, what new memory-intensive applications might be on the horizon and much more.   Sustainability of the memory cycle is one of the biggest debates in public markets today.  Sumit’s 30+ years of industry experience should bring plenty of perspective on how the present moment compares to the industry’s past!

Looking forward to interviewing @ScottWu46 CEO and co-founder of @Cognition at the @TomorrowXSummit in Austin, TX November 17-18.   Cognition operates Devin, the first autonomous AI engineering agent which is deployed at some of the largest institutions in the world including Goldman Sachs and Mercedes-Benz.  Devin continues to push the frontier of performance at dramatically lower costs for software development through a combination of Devin Fusion (multi-model harness) as well as its own 1P models such as SWE-1.7.  As a testament to their conviction in their AI agent advancements, Cognition has introduced an AI Productivity Guarantee up to $10M.    Michael Jordan is obviously the 🐐, and according to @ColossusMag, Scott Wu is the Michael Jordan of competitive math and programming!

The @TomorrowXSummit lineup continues: Sumit Sadana, EVP and Chief Business Officer of @MicronTech $MU. November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io. Registration link below

Starting our speaker announcements with Jensen Huang (@JensenHuang), who will be on the main stage at the @TomorrowXSummit. We built TomorrowX so the FinX community and investors writing about these companies get to hear from management directly. Many more names coming over the next few weeks! November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io. Thanks to @NVIDIA. Registration link below.