First Rays - AI Portfolio Day

Inside the event

We’d be delighted to invite you to the First Rays AI Portfolio Day on Wednesday, October 28 in Palo Alto. WHAT AI CHANGES NEXT The second-order effects of the enterprise AI infrastructure shift Enterprises are rapidly adopting AI. But the bigger opportunity may be what happens next. As AI moves from experimentation into production, it is beginning to reshape the infrastructure underneath the enterprise: At First Rays, we believe these second-order effects of AI adoption will create some of the most important enterprise technology companies of the next decade. Our Portfolio Day will bring together senior enterprise practitioners, founders and technology leaders to discuss what they are seeing firsthand. From Real Problems to What Gets Built Next Rather than traditional company presentations, the afternoon will feature: Practitioner Panels — Senior technology leaders discussing how AI is changing their infrastructure, security, data and development environments. First Rays Portfolio — Selected founders sharing what they are building in response to these emerging infrastructure shifts. The goal is simple: bring together the people experiencing the problems with the people building what comes next. Wednesday, October 28, 2026 | Palo Alto 4:00–6:00 PM — Portfolio Day 6:00–8:00 PM — Cocktails & Conversations We hope you'll join us. Amit Sridharan & Alok Nandan First Rays Venture Partners Co-Sponsors: Stifel Bank & Foley & Lardner First Rays’ annual afternoon with the portfolio represented by Arnica, AllStacks, NameTag, Backslash, Realm Labs, Blotout, Discern, DQLabs, Funnelstory, Fused, WireMock, Humigent. Founders, operators, LPs, and friends of the firm, together. Invitation only. Registration is subject to host approval.