🎩🤖 The AI Rabbit Hole 2026 — AI Bubble Tea Party

June 5th | San Francisco

Step into the rabbit hole and sip some AI Bubble Tea with a curated gathering of the sharpest minds in artificial intelligence! Brought to you by DVC and Madhats, this invite-only event in San Francisco welcomes Founders, Engineers, Researchers, Investors, and Corporate Leaders for a day of bold ideas and real conversations.

🔒 This is an invite-only event and requires approval from the organizers.

📺 Watch the 2024 Recap | Watch the 2025 Recap

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🎤 2026 Speakers

• Steve Jurvetson — Founder & Managing Director, Future Ventures
• Roman Chernin — Co-founder & Growth, Nebius
• Alex Mashrabov — Founder & CEO, Higgsfield
• Joscha Bach — Executive Director, California Institute for Machine Consciousness
• Nikita Shamgunov — Vice President, Databricks
• Naveen Rao — Founder, Unconventional AI
• Jagdeep Singh — CEO & Co-Founder, Rhoda
• Eugenia Kuyda — Founder & CEO, Wabi
• Anna Klepchukova — Chief Medical Officer, Flo
• David & Daniil Liberman — Founders, Gonka.ai
• Sergey Gonchar & Eugene Nevgen — Co-Founders, Animation Inc
• Founders and top researchers from leading AI Labs and Startups
• ...and many more to be announced!

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📋 Agenda Sneak Peek (Full agenda TBA)

🌐 ARC I: State of AI

• Year in Review
• The Research Frontier
• AI Geopolitics + Regulation
• Infrastructure + Energy

⚔️ ARC II: The Silicon Wars

• NVIDIA and Beyond: Three Bets on AI
• Open vs. Closed: DeepSeek, Llama, and the Model Wars
• Inference Economics / Jevons Paradox

🤖 ARC III: Agents

• The Agentic Landscape: Real vs. Hype
• The Builders
• When Agents Go Rogue
• Agent Economics: Payments, Protocols, Crypto

🌍 ARC IV: The Real World

• 0 to Unicorn
• ChatGPT Moment: Where Next?
• Robotics: What's Real Now
• AI and Labor: Who's Actually Getting Replaced?

🧋 ARC V: Bubble or Bubble Tea?

• VCs Take
• AI Labs as the New Empires
• Building After OpenAI (get-or-skip)

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🐇 Organized by DVC and Madhats