Program / AINS Summit 2027May 18–19, 2027 / San Francisco / The Pearl

Two days.
One conversation.

A single-track program for founders, investors and infrastructure leaders building the AI-native services economy.

The Four Conference Pillars

Found

How to identify the right market, workflow, wedge and business model for an AI-native services company.

  • Market selection
  • Workflow ownership
  • Domain expertise
  • Product-market fit
  • GTM

Build

The infrastructure, architecture and technical systems required to deliver work through AI.

  • Models + agents
  • Orchestration
  • Context + memory
  • Evals
  • Observability

Scale

How AI-native service companies turn delivery into a repeatable, high-margin operating system.

  • Automation
  • Margins
  • Pricing
  • Delivery
  • Moats

Fund

How investors evaluate, fund and value a new class of outcome companies.

  • Venture-backability
  • AINS metrics
  • Valuation
  • Capital efficiency
  • M&A
01
Day oneTue / May 18

Building the
outcome company

DefineBuildProvePrice

Day one asks:
How do you build an AI-native service company?

02
Day twoWed / May 19

Scaling the
outcome economy

OperateDefendFundScale

Day two asks:
What happens when these companies scale?

Monday / May 17

Founder / Investor dinner

6:00 PM — 9:00 PM / invitation only

The summit opens the night before. A seated dinner pairing AI-native founders with the investors underwriting the category — the unique networking item that kicks off the two days that follow.

Tuesday / May 18

Building the outcome company

8:30 AM — 5:00 PM / reception follows

Day One establishes the category and gets inside the mechanics of building a company where AI increasingly delivers the outcome.

8:30 AM
Arrival / Outcome Stack

Coffee, partner discovery and founder/investor networking.

9:00 AM
Opening keynote

The future of software is outcomes

Why the next shift in AI may not be better software, but companies that sell completed work instead of tools.

9:35 AM
Founder conversation

Don't build an AI wrapper. Own the workflow.

How founders choose a workflow worth owning, build domain credibility and avoid becoming another thin layer on top of foundation models.

10:15 AM
Panel

The domain expert is the cofounder

Why the strongest AINS companies pair deep industry knowledge with applied AI capability.

domain credibility · customer trust · doers + builders · vertical expertise · first-principles redesign

10:55 AM
Break / Outcome Stack

Partner discovery and networking.

11:20 AM
Technical session

The AI-native stack

What must be rebuilt when intelligence becomes part of the core operating architecture.

models · agents · context · memory · orchestration · data · evals · observability

12:00 PM
Technical conversation

When AI becomes the runtime

What happens when intelligence moves from a feature into the core decision-making and workflow layer.

12:35 PM
Operating conversation

The last human mile

Where should humans remain in the loop — and where should they disappear?

1:05 PM
Lunch / Outcome Stack

Lunch and curated discovery.

2:05 PM
Founder + investor debate

Mirage PMF: are you an AI company — or a services firm with better software?

How to distinguish real AI leverage from revenue growth still dependent on human labor.

2:50 PM
Operating session

The metric that matters: how much of the work is AI actually doing?

What founders, operators and investors should measure beyond ARR.

automation rate · human review · revenue per employee · gross margin · delivery cost

3:30 PM
Break
3:50 PM
Pricing debate

The death of the seat

How do you price when software does the work?

outcome pricing · project pricing · usage · recurring services · value capture

4:30 PM
Closing conversation

What would you build if labor were no longer the constraint?

Founders and investors explore which service industries become possible when software can own substantially more of the work.

5:00 PM
AINS Reception

Networking and partner discovery.

Wednesday / May 19

Scaling the
outcome economy

9:00 AM — 4:00 PM

Day Two moves from formation to scale — how AI-native service companies operate, improve, defend, finance and expand.

9:00 AM
Opening keynote

When the workflow becomes the company

Why delivery is no longer a support function — it becomes the product and operating system.

9:40 AM
Technical session

The living system

How to build AI-native systems that improve with every completed job.

feedback loops · continuous learning · real-time context · model monitoring

10:20 AM
Technical panel

Evals are the new QA

How do you trust a system whose output is not deterministic?

scenario testing · model evaluation · runtime monitoring · safety · governance

11:00 AM
Break / Outcome Stack
11:25 AM
Infrastructure panel

Who owns the context layer?

The battle for memory, data, orchestration and real-time intelligence inside the outcome stack.

12:05 PM
Defensibility conversation

Every job should make the next job better

How completed work becomes proprietary data, better models, stronger workflows and a compounding advantage.

data flywheels · feedback loops · workflow depth · trust · switching costs

12:40 PM
Lunch / Outcome Stack
1:40 PM
Investor keynote

What makes an AINS company venture-backable?

Revenue is not enough. What investors need to see in AI leverage, margins, productization and defensibility.

AI leverage · margins · automation · proprietary data · capital efficiency

2:15 PM
Investor debate

Software margins. Services markets. What is an AINS company worth?

Can AINS achieve software-like margins — and should it receive software-like multiples?

software-like margins? · software-like multiples? · how much human labor is too much? · what replaces SaaS benchmarks?

2:55 PM
Debate

Build it or buy the humans?

When does acquiring a legacy services business accelerate an AI-native company — and when does it quietly destroy the model?

3:30 PM
Closing / Mainstage

Which $100B service market falls first?

Founders and investors make the case for the industries most likely to be rebuilt around AI-native service delivery.

4:00 PM
Closing manifesto

From tools to outcomes

A concise closing statement defining the next generation of AI-native service companies.