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The Shifting AI Landscape – Survival, Disruption, and the Impact on Valuation
The AI ecosystem is entering a more consequential phase – and the stories competing for attention are moving faster than most finance leaders can track. Behind the headlines on hyperscaler dependencies, a rapidly shifting competitive landscape, a coming wave of historic IPOs, AI-driven workforce restructuring, and governance questions nobody has a rulebook for lies a set of harder questions about competitive durability, valuation, and what the AI cycle actually means for finance leaders.
This event is also Bring a Plus One night – an annual spring FEI SF Bay Area tradition! See below for details on our related raffle.
Panelists
Erika Bahr – Founder & CEO, Daxe (provider of AI-powered search and data intelligence for regulated industries); NVIDIA Inception Member; Inception Studio Cohort 7
Andrew Boston – Partner, Founders Circle Capital (growth-stage venture firm focused on companies approaching their public life)
Josh Constine – Venture Partner, SignalFire (AI venture capital firm built like a technology company; investing from seed to scale)
Chad Dupic – Managing Director, BDO; advisor on IPO readiness and exit strategies for high-growth technology and AI companies
Josette Ferrer (moderator) – Managing Director, Clairent Advisors; valuation and M&A advisor; President, FEI SF Bay Area
CPE Credits
1.5 CPE credits
Bring a Plus One Night
This event is also "Bring a Plus One" Night – an annual spring FEI SF Bay Area tradition! Members and partners who bring a member-eligible finance executive guest will be entered into a special raffle. This year's prizes include:
One-year AI platform subscription of your choice – Claude Pro, ChatGPT Plus, or Gemini Advanced
One-year AI productivity tool subscription of your choice – Gamma (AI presentations) or Otter Pro (AI meeting notes)
$150 restaurant gift certificate – dinner at a local restaurant of your choice
And more!
Registration
FEI SFBA Members & Strategic Partners – Register on this page.
FEI Silicon Valley (“FEISV”) Members – As of September 2025, FEISV decided to discontinue the collaboration agreement with FEI SFBA that previously allowed FEISV members to attend FEI SFBA events for no charge. To join us for this event and future programs, please contact Josette Ferrer at jferrer@clairent.com to learn more about a discounted second membership for the FEI SF Bay Area chapter.
Non-Members/Guests
Guests who qualify for FEI membership may attend: (i) one chapter event with a speaker/panel and (ii) one Local Pod social event on a complimentary basis to evaluate the benefits of FEI membership. Please confirm membership eligibility and obtain guest approval before registering for the event.
To request guest approval, email chapter.admin@fei-sfba.org with the following information:
- Full name, company name, job title
- Address, city, state, zip
- Phone number & mobile number
- Email address
- LinkedIn address