TDK Ventures
100X 2026
Three days at the Hyatt Regency San Francisco Airport — a welcome reception, Catalyst Day, and the Portfolio Summit.
Meeting windows
The hotel is the Hyatt Regency San Francisco Airport at 1333 Old Bayshore Hwy in Burlingame — two miles south of SFO, and roughly 25–35 minutes from downtown San Francisco depending on traffic. A round trip to the city costs about 90 minutes of overhead, which is the number that decides every window below.
- In session — don’t schedule
- At the venue — free to meet
- Off-site — can reach the city
- Travel buffer
Tuesday, Aug 25 · Welcome Reception
The open day. Nothing until 5:00 PM — a full day in the city works, just leave by ~4:00. The 5:00–8:30 PM reception is the single best window of the week for someone to come to me: long, informal, and I'm not missing content by stepping aside.
Wednesday, Aug 26 · Catalyst Day
Pinned to the venue 8:30 AM–6:30 PM. No window is long enough to reach the city and get back — the 75-minute lunch is the widest gap and it doesn't cover the round trip. Come to me at lunch (12:15–1:30) or the reception (4:45–6:30). City dinner after 6:30 PM works comfortably.
Thursday, Aug 27 · Portfolio Summit
The widest daytime window of the three days: lunch runs into the walk-around demos, giving a genuine 12:15–2:30 PM block where I'm at the venue and mobile. Evening depends on the dinner — if I'm at one, I'm gone 6:00–8:00 PM; if not, the city is open from 5:30.
The short version to send out. Want me in the city? Tuesday before 4:00 PM is wide open; otherwise Wednesday or Thursday evening. Willing to come to Burlingame? Tuesday's 5:00–8:30 PM reception is the easiest, then Thursday 12:15–2:30 PM, then Wednesday's lunch or reception. Flying through SFO anyway? The hotel is five minutes from the terminal — a layover meet is nearly free for you.
Welcome Reception
5:00 – 8:30 PM100X opens with registration and an evening of food, conversation, and informal networking before Catalyst Day — entrepreneurs, investors, TDK leaders, strategic partners, and ecosystem builders in one room.
- 5:00 PM– 8:30 PM
Welcome Reception
Registration opens alongside refreshments and early connections as the global energy and digital community gathers.
What to expect
- Hosted food and beverages
- Informal networking with the 100X community
- Access to the Topgolf Swing Suite
- Connections built before Catalyst Day begins
Dress
Business casual. Firm swag is very welcome.
Catalyst Day
8:30 AM – 6:30 PMA curated group working at the frontier of AI, robotics, energy, and advanced materials. The program pairs perspectives from experienced builders and investors with time to meet people who can move a company, a thesis, or a strategic mandate forward.
- 8:30 AM– 9:30 AM
Networking Breakfast & Registration
Check in and connect with fellow attendees before the morning sessions begin.
- 9:30 AM– 9:40 AM
Opening Remarks
Nicolas Sauvage kicks off 100X 2026 with the vision behind this year's gathering and the opportunities for collaboration ahead.
- Nicolas Sauvage · TDK Ventures
- 9:40 AM– 10:25 AM
The Pursuit of 100X: Building What Comes Next
- Tina Tosukhowong · TDK Ventures
- 10:25 AM– 11:10 AM
From Models To Motion: AI Enters The Physical World
Applied AI moving beyond software into the physical realm — embodied perception, actuation, sensing, and strategies to overcome training-data scarcity.
- 11:10 AM– 11:30 AM
Networking Coffee Break
- 11:30 AM– 12:15 PM
AI Runs On Power: Energy As The New Compute Constraint
Entrepreneurs and investors on how they are advancing power infrastructure to address the needs of AI.
- David Delfassy · TDK Ventures
- 12:15 PM– 1:30 PM
Networking Lunch
- 1:30 PM– 2:30 PM
Breakout Pitch Sessions
Concurrent — pick oneBuilding the Foundations of Intelligence
- Nahid Harjee · Tacta Systems
- Jason Poon · Vellex Computing
- Phil Hustad · VioNano
- Ning Li · NovoLINC
- Mixx Technologies
- + more in the app
Powering What's Next
- Patrick Herring · Glimpse
- Richard Nicholson · Overlord Labs
- Curtis Cook · Rodatherm Energy
- INERATEC GmbH
- + more in the app
- 2:30 PM– 3:00 PM
Unprogrammed in the export — likely a break
- 3:00 PM– 3:45 PM
Infrastructure in Orbit: When Space Becomes Infrastructure
The emerging space economy — orbital data centers, manufacturing, and commercialization — transforming space from exploration to strategic infrastructure.
- 3:45 PM– 4:30 PM
Founder Operating System In 2026–2028
How founders can react to an increasingly uncertain macro future as well as rapidly changing micro trends like the use of AI.
- Young Sohn · Walden Catalyst Ventures
- Ankur Saxena · TDK Ventures
- 4:30 PM– 4:45 PM
Closing Remarks
Nicolas Sauvage reflects on the themes and ideas that emerged through the day.
- Nicolas Sauvage · TDK Ventures
- 4:45 PM– 6:30 PM
Networking Reception
A happy hour to continue conversations with fellow leaders in the ecosystem.
Why attend
- Hear from entrepreneurs and industry leaders on consequential technology and scaling challenges
- Meet a curated group of founders, GPs, corporate leaders, and strategic partners
- Build relationships across TDK Ventures and the broader 100X community
- Leave with practical perspectives and useful connections
Dress & hospitality
Business casual; company or firm swag welcome. Breakfast, lunch, refreshments, and the networking reception are provided.
Portfolio Summit
8:30 AM – 5:30 PM, dinners to 8:00 PMFounders and executives from across the TDK Ventures portfolio meet senior TDK leaders and TDK subject experts — built for exchanging hard-won lessons and finding concrete ways to create value and scale together.
- 8:30 AM– 9:30 AM
Networking Breakfast & Registration
- 9:30 AM– 9:40 AM
Opening Remarks
Setting the stage for a day of shared learning, strategic dialogue, and engagement across the TDK Ventures portfolio.
- Nicolas Sauvage · TDK Ventures
- Geetha Dholakia · TDK Ventures
- 9:40 AM– 10:00 AM
Fireside Chat with TDK's CTO
- Shuichi Hashiyama · TDK Corporation
- 10:00 AM– 10:30 AM
Intro & Live Q&A with TDK Corporate Officers
An open Q&A session with TDK leaders.
- Joe Kit Chu Lam · ATL
- Shigeki Satou · TDK Corporation
- Ludger Trockel · TDK Corporation
- 10:30 AM– 10:40 AM
Coffee Break
- 10:40 AM– 11:00 AM
Spotlight on Fabric8Labs
- Jeff Herman · Fabric8Labs
- Geetha Dholakia · TDK Ventures
- 11:00 AM– 12:15 PM
Interactive Thematic Workshops
Themed workshops to spark ideas and collaboration between Portfolio Companies and TDK teams.
Five concurrent breakouts — pick oneAI Infrastructure
Physical and hardware-level design bottlenecks and opportunities in thermal management, advanced interconnects, and power delivery within AI server racks.
Edge and Physical AI
The convergence of silicon, sensors, and robotics — how real-time AI moves out of the cloud into autonomous systems and edge devices.
Energy Resilience
How geothermal, fusion, and other emerging technologies could help meet growing power demand and strengthen energy security.
Powering AI Data Centers
How rapidly growing AI workloads are reshaping power generation, conversion, storage, and grid infrastructure for data centers.
Global Markets in Deep Tech
Unique opportunities and challenges in deep tech sectors in India and China.
- 12:15 PM– 1:30 PM
Networking Lunch
- 1:00 PM– 2:30 PM
Demos & Showcase
The latest technology from Portfolio Companies and TDK. Opens at 1:00, overlapping the last half-hour of lunch.
- 2:30 PM– 3:00 PM
New Portfolio Company Introductions
Hear from the newest additions to the portfolio.
- Jeff Holmbeck · Mixx Technologies
- Sharmila Ravula · Aston Labs
- John Jost · Enlightra
- Runara AI
- 3:00 PM– 3:30 PM
Scaling from Pilots to Partnerships
- Curtis Cook · Rodatherm Energy
- Peter Breuer · Peak Energy
- Geetha Dholakia · TDK Ventures
- Sandeep Pandya · TDK SensEI
- 3:30 PM– 3:45 PM
Coffee Break
- 3:45 PM– 4:30 PM
Finding Common Ground
Rapid-fire interactive networking — structured pair-ups, so harder to step out of than it sounds.
- 4:30 PM– 4:40 PM
Closing Remarks
Takeaways from Nicolas Sauvage.
- Nicolas Sauvage · TDK Ventures
- 4:40 PM– 5:30 PM
Networking Reception & Technology Showcase
- 6:00 PM– 8:00 PM
Evening dinners
Two dinners, same slot — check which one you're onPortfolio Company Dinner
Reflect on the week and compare notes with other Portfolio Company leaders.
TDK United Dinner
An evening for TDK colleagues to unwind following the close of the Portfolio Summit.
Why attend
- Connect with founders and executives facing similar company-building and scaling challenges
- Meet TDK leaders and experts relevant to your business and technical priorities
- Explore technologies and capabilities from across the portfolio and TDK
- Identify useful introductions, collaborations, and concrete next steps
Dress & hospitality
Business casual; company swag welcome. Breakfast, lunch, refreshments, and the networking reception are provided.
Know before you go
Venue
Hyatt Regency San Francisco Airport, 1333 Old Bayshore Hwy, Burlingame, CA 94010 — all three days. Not the Grand Hyatt at SFO, which is a different hotel on the airport itself. Sessions run in Grand Peninsula (A–G, Foyer), Sandpebble A–B, and The Grove for meals.
The 100X app
Sign in with the email you registered with and enable notifications for schedule and location updates. It carries the attendee directory and the full speaker rosters that the export truncates.
Questions
TDK Ventures Events Team — events@tdk-ventures.com
Three sets of people want time this week, so this itinerary is built to answer one question quickly: when am I actually free, and is it worth anyone’s while to come out to Burlingame?
The availability bars are the short answer. The session timeline underneath is the long one — colour-coded the same way, so a glance at any hour tells you whether I’m in a room I can’t leave.
Compiled from the three TDK Ventures invitations dated Aug 10, 2026, and the Swapcard agenda export. The venue is named in all three invitation subject lines and corroborated by the export's room names — Grand Peninsula Ballroom, Sandpebble, and the Foyer are this property's rooms, not the Grand Hyatt's. Breakout speaker lists are truncated in the export; the live agenda and the app carry the full rosters.