Technology is dead. Long live technology

Description

Technology is dead. Long live technologySoftware has been the value engine of technology markets for fifty years. Now AI writes code, and the industry can't agree on what that means. One camp says the moats built on software are melting, and the next wave of winners will be built on atoms: robotics, silicon, energy, manufacturing. And yet Lovable — one of the fastest-growing software companies ever — was built on top of commoditized AI and is thriving.We'll explore what to build and invest in in the post-AI world with some of the best investor minds in the business: where do value and moats shift when the cost of software closes on zero?The eveningI'll set the stage with what we're seeing in the market. Sameer Singh opens with his Great Reset thesis: that this isn't another platform shift but the end of the entire computing cycle — and the beginning of a new one built on robotics, edge AI, and distributed manufacturing. Juha and Henrik then weigh in with their own strategies and what they think should be built and backed. Expect disagreement.Sameer Singh is a Venture Partner at Speedinvest, the €350M early-stage fund, and author of the Breadcrumb.vc essays on network effects and technology cycles. His Great Reset thesis challenges the conventional wisdom about what creates lasting value in 2026. He's flying in from London for this.Juha Lindfors is Partner at Lifeline Ventures, the €400M early-stage fund. Lifeline has backed category winners in bits and atoms, including Supercell, Wolt, ICEYE and Oura. Before Lifeline he was a Partner at EQT, so he's priced technology from both ends: first money in and last money out. Juha is based in Helsinki.Henrik Torstensson is a Partner at Alliance VC, the €70M early-stage fund whose portfolio stretches from classic SaaS to humanoid robotics at 1X. Before Alliance, he was an early employee at Stardoll and Spotify, then led Lifesum as CEO for almost a decade — he's seen the previous wave of European technology giants from the inside. Henrik is flying in from Stockholm.We're keeping the room small: founders, investors, and operators who are making real bets on where this goes. Request a spot.Welcome!Ville🤝 Venue by Dottir Attorneys — my thanks for opening their doors.When and where📍 Helsinki, Finland — exact location shared with registered guests🕡 Doors 18:30 · Program 19:00–20:30 · Drinks and conversation after🎟 Seats are limited