Phil Krinner is the co-founder and CEO of Arch, a San Francisco company building AI revenue software for home services contractors, starting with HVAC and heat pumps. A Stanford GSB graduate and former McKinsey strategy consultant who once built large-scale solar plants and installed panels himself, Krinner started Arch after asking 15 contractors to quote a heat pump for his apartment and finding that not one could tell him whether it would save money. Arch uses public home data and AI to help contractors find the right homes, size systems in minutes, and run hyper-personalized campaigns. The company raised a $6.2M seed round in 2024 led by Coatue with Floodgate, Gigascale, ReGen and MCJ.
Alfredo Andere is the co-founder and CEO of LatchBio, a San Francisco company building cloud and machine-learning infrastructure for biology. Born in Mexico City and raised in Guadalajara, he studied Electrical Engineering and Computer Science at UC Berkeley, worked at Google on the TensorFlow-NumPy framework and as a data engineer at Facebook, then dropped out of Berkeley in early 2021 with two college friends to start LatchBio. The trio conducted roughly 300 customer interviews before writing code, raised an oversubscribed $5M seed led by Lux Capital, and have since scaled the company through a $28M Series A and a 2026 Series B, bringing total funding to $163M. Andere is a Forbes 30 Under 30 honoree.
Chris Altchek is the founder and CEO of Cadence, a New York health-tech company that runs remote patient monitoring and virtual care for chronic conditions on behalf of large U.S. health systems. He built the company after selling his first venture, the millennial media brand Mic, which he co-founded at 23 with high-school friend Jake Horowitz. A Harvard social studies graduate and former Goldman Sachs analyst who also worked in the Bloomberg administration and the White House, Altchek pivoted from media to medicine through an entrepreneur-in-residence stint at Thrive Capital. Cadence reached a reported $1 billion valuation in 2021 after a $100 million Series B led by Coatue, and now monitors tens of thousands of patients across more than 20 states.
Dakotah Rice is the co-founder and CEO of Harper, an AI-native commercial insurance brokerage based in San Francisco and part of Y Combinator's Winter 2025 batch. After a Wall Street run through Goldman Sachs, The Carlyle Group, and Coatue Management, Rice built and wound down the fintech startup Poolit before returning to the insurance industry his family worked in. In February 2026 Harper announced a combined seed and Series A of roughly $47M led by Emergence Capital, reported as the largest publicly disclosed Series A ever raised by a Black founder. Harper matches small- and mid-sized businesses with 160+ carriers and serves thousands of customers across dozens of states.
Kyle Harrison is a General Partner at Contrary, the talent- and research-driven venture capital firm based in San Francisco. He joined in 2022 to co-found the firm's later-stage investment practice, bringing nearly a decade of experience from Index Ventures, Coatue Management, and TCV, where he backed companies including Ramp, Pave, Anduril, GitLab, Databricks, Snowflake, Figma, and Robinhood. Beyond deploying capital, Harrison built Contrary Research - one of the largest private market research platforms in the world, with 100,000+ subscribers and 500+ published reports. He also publishes the Investing 101 newsletter on Substack (26,000+ subscribers) and co-authored 'The Anduril Thesis,' a 300-page deep dive that took two years and 500+ sources to produce. Married to Camden, father of four, and a member of The Church of Jesus Christ of Latter-Day Saints.
Yan-David 'Yanda' Erlich is a General Partner and Head of Tech Investment Practice at B Capital Group, a multistage global venture firm. A four-time venture-backed founder and CEO, he brings an unusual combination of operator depth and investor acuity: he scaled Weights & Biases from $3M to $50M ARR as COO/CRO before joining B Capital in January 2025, and previously built the enterprise venture practice at Coatue Management. His personal angel investment in Weights & Biases achieved 55x DPI. He focuses on AI co-workers, ML infrastructure, and B2B AI applications, with checks ranging from $5M to $50M.
David Cahn is a Partner at Sequoia Capital and one of the most closely-watched voices in AI infrastructure investing. A former General Partner and COO of Venture at Coatue Management, he backed foundational AI companies including HuggingFace, Runway, and Supabase before joining Sequoia in 2023. Known for his sharp, data-driven essays — most notably 'AI's $600B Question' — Cahn argues that the durability of the AI wave depends not on clever applications but on who controls the physical stack: servers, steel, and power. A University of Pennsylvania graduate, NYC native, and self-described iterative thinker, he is backing the next generation of AI-native companies from Sequoia's Menlo Park headquarters.