Dan Yates is the CEO and Chairman of Dandelion Energy, the largest residential geothermal company in the United States, a startup spun out of Google X that drills backyard boreholes to heat and cool homes with the steady temperature of the earth. Before geothermal, he co-founded Opower, the energy-efficiency software company he took public in a billion-dollar-plus 2014 IPO and sold to Oracle in 2016. A Harvard computer scientist turned climate operator, Yates describes his own superpower as being 'a terrible loser' and is doggedly betting that 'lukewarm' geothermal becomes a mainstream pillar of the clean-energy transition.
Ogi Kavazovic is the co-founder and CEO of House Rx, a San Francisco-based specialty pharmacy platform that enables clinical practices to dispense specialty medications directly to patients in-house. A serial operator who helped scale Opower (acquired by Oracle) and Flatiron Health (acquired by Roche), Ogi pivoted to fix a problem he kept seeing: patients leaving the doctor's office only to get lost in a broken specialty pharmacy system. House Rx has raised $100 million in total, including a $55 million Series B in November 2025, and now processes approximately $1.5 billion in specialty scripts annually across 80+ clinic sites.
Carle Stenmark is a General Partner at VMG Partners in San Francisco, where he leads the firm's technology investing practice (VMG Tech). After spending his first years at VMG investing in branded consumer products, he convinced the firm's LPs to launch a dedicated tech strategy backing the software, marketplaces, and AI-native businesses that power the consumer ecosystem. He has partnered with founders at Afresh, Boulevard, FERMAT, Claim, Nowsta, and Daily Harvest.