The VC View: Where AI Capital Is Flowing in 2026

ODSC AI West 2026

Oct 27, 2026 · Time to be announced

Leading investors on what's actually getting funded, where valuations are landing, and which enterprise AI bets look defensible in the next cycle.

Session status: scheduled

Official session / agenda

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Speakers and their event affiliations

• David Hefter

  Affiliation at this event: BlackRock

• Jeremiah Owyang

  Affiliation at this event: Blitzscaling Ventures

• Rocky Yu

  Affiliation at this event: AGI House

Parent event

Hybrid · Hyatt Regency San Francisco Airport, Burlingame, California, United States

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Companies participating in the parent event

These are event-level relationships, not confirmed sponsorship of this session.

• AGI House · Speaker company Source
• Ambiguous AI · Speaker company Source
• Anthropic · Speaker company Source
• Apollo Research · Speaker company Source
• Archer · Speaker company Source
• Audible · Speaker company Source
• Bechberger Consulting · Speaker company Source
• BGB Group · Speaker company Source
• BlackRock · Speaker company Source
• Blitzscaling Ventures · Speaker company Source
• Clair Sullivan & Associates, LLC · Speaker company Source
• CodeRabbit · Speaker company Source
• Cognizant · Speaker company Source
• Cohere Labs · Speaker company Source
• Comet · Speaker company Source
• CoreWeave · Speaker company Source
• Cursor · Speaker company Source
• CXAI · Speaker company Source
• Daily · Speaker company Source
• Data Driven Intuition · Speaker company Source
• Datasaur · Speaker company Source
• DataSQRL · Speaker company Source
• Daytona · Speaker company Source
• eBay · Speaker company Source

Showing 24 of 90 company relationships. View all on the event page.