CleanAI & the Physical Economy: Chasing Bubbles or Planting Seeds?
Join us for a breakfast during San Francisco climate week co-organized by CleanAI Initiative, Cathay Innovation, and At One Ventures around "CleanAI & the Physical Economy: Chasing Bubbles or Planting Seeds?".
Over $86B has flowed into the cleanAI market since 2020—11% of all VC invested in AI—signaling a powerful opportunity at the intersection of artificial intelligence and the physical economy.
At a moment of heightened concern around AI bubbles and overcapitalization, cleanAI solutions offer a counternarrative: AI not as an end in itself, but as an enabler and accelerant within deeply constrained physical systems. While capital continues to chase ever-larger generalist models, a distinct opportunity set is emerging in applied, sector-specific use cases across energy, food, water, cities, and infrastructure.
This invite-only breakfast brings together a curated group of investors, corporates, and innovation leaders for candid, decision-relevant dialogue on where capital is flowing, which opportunities are emerging, and how AI is reshaping infrastructure and competitiveness across global growth markets.
Closed-door, peer-level exchange. Followed by networking.
The program will include:
Welcome & Opening Remarks, Matthieu Soulé, Partner and Head of C.Lab, Cathay Innovation
State of the cleanAI Market - Global CleanAI Landscape and Investment Trends. Presented by Donald Mak and Nicholas Parker from the CleanAI Initiative.
Panel on CleanAI & the Physical Economy: Chasing Bubbles or Planting Seeds?
Moderator: Nicholas Parker, Founder, CleanAI Initiative
Panelist: William Dunbar, VP of IP, At One Ventures
Panelist: Matthieu Soulé, Partner & Head of C.Lab, Cathay Innovation
Panelist: Brendan Collins, Co-Founder, Avalo
Q&A
Closing Remarks, Networking & Light Breakfast
CleanAI Initiative
The CleanAI Initiative is at the forefront of exploring how artificial intelligence can accelerate the transition to a clean economy. We are a fast-growing platform with a mission to provide cutting-edge insights and intelligence and create a global action-driven ecosystem at the intersection of AI and sustainability solutions. The CleanAI Initiative is based in Toronto, the birthplace of modern AI, and is the first global hub dedicated to this space.
Join us at www.cleanai.com
Cathay Innovation is a global multistage venture capital firm investing in founders building transformative businesses across Europe, North America, Asia, Latam and Africa. Its platform connects founders with Fortune 500 partners to help startups scale and transform industries with consumer to enterprise AI solutions. Founded in 2015, Cathay Innovation manages €2.5B+ and has invested in 120+ startups including Chime, Pinduoduo, Glovo, Owkin, Ledger and more.
At One Ventures
https://www.atoneventures.com/
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