Growth Warrior Capital 2026 Annual General Meeting
Everyone's placing a bet on which layer of physical AI matters — Nvidia on chips, Oracle on the data beneath it. We think the value sits somewhere less crowded: the data, software, and infrastructure that make automated systems worth owning. Not the machines.
We didn't get there from the conference room. We got there from ride-alongs with roofers, HVAC crews, and pest control techs, and a sourcing engine that has evaluated nearly 7,000 industrial AI deals. And we read the 4D Economy — dirty, dull, dangerous, dated — the way a macro trader would: which trends are big enough, which frontiers are real, and which transformations actually compound.
Join us Thursday, November 5, for Growth Warrior Capital's first in-person Annual General Meeting.
What's on the agenda
A candid look at Fund I. What's worked, what hasn't, and who's driving the outcomes. Open Q&A with the partners.
Four founders, four layers of the stack. Sheila Stafford (TeamSense), Leonard Ivey (Softdrive), Tamara Zubatiy (Barometer), and Song Cao (Alpha Vision) on what they're seeing from inside their categories.
Where the value is. Why field services and the industrialization of data are the threads we keep pulling.
Our game plan. How we deliver outsized returns in a market this unpredictable, and why the relationships that get us in early are the same ones we lean on to scale, price, and exit.
Thursday, November 5, 2026 · 1:00–6:00 PM PT
San Francisco, CA
Business casual. We'll close with a reception built for unhurried time with the team.
Seats are limited. RSVP below.
Questions? Anna McGregor, office@gwc.vc