Morning
- 8:00 a.m.
RegistrationThe café, bookshop, and breakfast are open to attendees
- 9:10 a.m.
Agora—Floor 1Welcome to Thesis: 2027Dan Shipper - 9:20 a.m.
Agora—Floor 1Clackety-clackJosh Miller - 10:10 a.m.

Agora—Floor 1How Established Companies Become AI CompaniesHugh Wimberly + Jeremy Hadfield - 10:10 a.m.

Salon—Floor 3The Art of the MachineMicah Springut + Dustin Yellin - 10:10 a.m.
Classroom—Floor 2Keep Going: Autoresearch and Learning EnvironmentsAlex Duffy - 10:45 a.m.

Agora—Floor 1Media After AGINicholas Thompson + Kevin Roose - 10:45 a.m.
Salon—Floor 3Building for the Public: Lessons from the IRSSahil Lavingia - 10:45 a.m.
Classroom—Floor 2From Vibe Checks to EvalsMike Taylor
Midday
Lunch is in the Studio by badge color: white badges at 11:30, black badges at 1:00.
- 11:30–12:30Studio
Lunch · white badges
- 11:30 a.m.

Agora—Floor 1Is It Priced In? What the AI Market Gets WrongLauren Reeder + Will England - 11:30 a.m.

Classroom—Floor 2Where Humans Belong in Compound EngineeringKieran Klaassen + Trevin Chow - 12:00 p.m.

Agora—Floor 1How Far Can a Solo Founder Go?Julian Weisser + Ben Cera - 12:05 p.m.
Classroom—Floor 2How to Fine-tune Your Own ModelNaveen Naidu - 1:00–2:00Studio
Lunch · black badges
- 1:00 p.m.
Agora—Floor 1What It Takes to Bring AI to a Team of 230,000Katy George - 1:00 p.m.
Classroom—Floor 2Compound Writing: How to Make Your AI Know What You KnowKatie Parrott - 1:30 p.m.

Agora—Floor 1Bubble, Boom, or Both?Allie Garfinkle + Dan Shipper - 1:35 p.m.

Classroom—Floor 2Using AI as Your Operating SystemArielle Shipper + Natalia Quintero
Afternoon
- 2:10 p.m.
Agora—Floor 1Building Products in the AGI EraAndrew Ambrosino - 2:10 p.m.
Classroom—Floor 2Agentic Systems Are the Future of BrandsEmmett Shine - 2:10 p.m.
Salon—Floor 3Who Wins When Creative Work Gets Faster?Shane Hegde - 2:45 p.m.

Agora—Floor 1What Happens When Everyone Builds?Lauren Rhode + Curtis Anderson
- 2:45 p.m.
Salon—Floor 3What Teenage Founders Teach Us About Working With AINat Eliason - 2:45 p.m.

Classroom—Floor 2How to Run a Conference With Notion and AgentsJordan Miller + Brandon Gell
- 3:25 p.m.
Agora—Floor 1When Video Becomes the InterfaceAlejandro Matamala-Ortiz - 3:55 p.m.
Agora—Floor 1Tools for Thought in the Age of AIIvan Zhao - 4:25 p.m.
Agora—Floor 1A New Vision for Human Work After AutomationDan Shipper
Evening
- 5:00 p.m.North Hall
Social hourWhiskey tasting and champagne
- 6:00–9:00 p.m.
