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Apex Compute — 90-Day GTM Events & Bay Area Meetups Playbook

Apex Compute — 90-Day GTM Events & Meetups Playbook

Goal: $1M–$10M in orders by ~July 2026. Pre-silicon chip startup. FPGA dev kits + NRE + silicon LOIs with deposits.

Product: Transformer-optimized edge AI inference chip. <5W, <$10/chip, 20x Jetson Orin Nano, PyTorch-native. FPGA prototype shipping now via GitHub. First silicon Q1 2026 (GlobalFoundries 12nm).

Target segments: humanoid/industrial robotics, defense drones/autonomy, AVs, edge vision, wearables.


TL;DR — Next 90 Days (April → July 2026)

Three unmissable shows + continuous Bay Area presence. Budget $150–250k for booth/travel, assume ~10 qualified deals emerge per major show.

Priority Event Dates Location Why
P0 AUVSI XPONENTIAL + AUVSI Defense + MDEX May 11–14, 2026 Detroit 8,500 attendees, 550 exhibitors, XPO+ Launcher Startup Pavilion, co-located DoD buyers. Anduril / Shield AI / AeroVironment / Skydio / Red Cat / Kratos all here. Single-venue path to $5M+ in defense NRE.
P0 SOF Week May 18–21, 2026 Tampa, FL USSOCOM + Global SOF Foundation. SOCOM signs OTAs fast. Small-biz booths ≤600 sq ft. Waitlist now; partner-booth fallback via QinetiQ / Parsons / SOFWERX.
P1 Reindustrialize Summit June 16–17, 2026 Detroit Palantir / Lockheed / Honeywell circuit. Manufacturing + defense + dual-use chip angle plays well here. High-signal attendees, smaller than XPONENTIAL.

Everything else = continuous Bay Area presence (below).


Tier 1 — Must-attend conferences (next 90 days)

1. AUVSI XPONENTIAL 2026 (+ AUVSI Defense + MDEX)

  • When/Where: May 11–14, Huntington Place Detroit
  • Format: Exhibits May 12–14; conference May 11
  • Relevant Apex customers on floor: Anduril, Shield AI, Skydio, AeroVironment, Red Cat/Teal, Brinc, Kratos, General Atomics, L3Harris, Parry Labs, Saronic, HavocAI, Vatn
  • Play: Book XPO+ Launcher Startup Pavilion ($5–15k). Bring FPGA demo running Gemma 3 1B at 2x Jetson Orin perf. Pre-book 20+ buyer meetings via AUVSI match system.
  • URL: xponential.org

2. SOF Week 2026

  • When/Where: May 18–21, Tampa Convention Center
  • Organizer: USSOCOM + Global SOF Foundation
  • Why: SOCOM buys faster than any other combatant command. OTAs, SBIR Phase III sole-source.
  • Play: Exhibitor waitlist (sofweekexhibitops@wearemci.com). If closed, co-exhibit with SOFWERX partner or Parsons. Pitch: 5W chip for SOF tactical drones, handhelds.
  • URL: sofweek.org

3. Reindustrialize Summit 2026

  • When/Where: June 16–17, Detroit
  • Angle: GlobalFoundries 12nm = US-domestic silicon = core reindustrialization narrative. Lean in hard.
  • Attendee mix: Hadrian, Castelion, Apex (space), Applied Intuition founders, DIU officials, Palantir/Anduril execs.
  • URL: reindustrialize.com

Tier 2 — Book now, execute Q3 2026 (critical seeding window)

Event Dates Location Target
Hot Chips 2026 Aug 23–25 Stanford Memorial Auditorium Submit a short talk / poster on Transformer-optimized kernel architecture. Competitor intel (Etched, Groq, Tenstorrent, Rebellions all attend). Recruiting + VC.
ADAS & AV Tech Expo San Jose Aug 27–28 San Jose AV/ADAS Tier 1s + Applied Intuition + Zoox + Wayve sales engineers.
Commercial UAV Expo Sep 1–3 Las Vegas (Caesars Forum) Energy, inspection, delivery drone OEMs. Mid-market ($100k–1M) orders faster close than DoD.
Embedded World North America Sep 22–24 (likely Austin or Phoenix) "Embedded AI" and "SoC & Silicon Design" tracks. Arduino/ST/NXP ecosystem. Dev-kit sales.
ROSCon Global 2026 Sep 22–24 Toronto ROS 2 community, middleware integrators. Hand out FPGA eval boards.
IROS 2026 Sep 28–Oct 1 Pittsburgh Academic + applied robotics. CMU / Allegheny defense cluster.
AI Conference 2026 Sep 29–Oct 1 SF Edge/on-device track, Cerebras/hardware presence.
AV Tech Expo NA Oct 27–29 Novi, Michigan Big-3 automaker autonomy divs.
CoRL 2026 Nov 9–12 Austin Robot-learning academics → Skild, Physical Intelligence, Covariant, 1X research leads.
Cerebral Valley AI Summit Nov 12 SF Invite-only. Beg intro via advisor at The Bot Company / any a16z contact.
Humanoids Summit SV Dec 2026 Computer History Museum, Mountain View 2,000 attendees, 60 exhibitors. Apptronik, Agility, Sanctuary, Fourier, XPeng, GDM all speak. Apply to speak now.
CES 2026 ~Jan 6–10, 2027 Las Vegas Consumer-facing OEMs; iRobot, Samsung, Meta.
NVIDIA GTC 2027 ~March 2027 San Jose Competitor home turf — still worth a side-event.

Tier 3 — Defense-specific fast-money track

  • DIU (Defense Innovation Unit) — Mountain View office. Book 1:1. They route to specific program offices (AI/ML, Autonomy, Human Systems).
  • AFWERX / SpaceWERX — SBIR Phase II: $1.7M; direct-to-Phase-II possible with partner.
  • xTechSearch (Army) — prize-based competitions, fast funding.
  • NSIN / National Security Innovation Network — university + startup matchmaking.
  • Anduril AI Grand Prix — drone racing comp April–Sep 2026, $500k pool. Enter as a team or sponsor with free FPGA boards as prize. Huge brand play with Anduril.
  • Global SOF Foundation regional events — smaller than SOF Week, cheaper to exhibit.
  • AUSA Annual Meeting — Oct 12–14, DC (Army).
  • Navy League Sea-Air-Space — April 2026 (likely already passed this cycle).
  • I/ITSEC — Dec 1–5, Orlando. Training/sim; Wayve + autonomy sims.

Tier 4 — Commercial AI hardware circuit

  • Embedded Vision Summit — May 20–22, Santa Clara. CV-focused chip evals.
  • Edge AI Foundation events — formerly tinyML. Monthly virtual + annual in-person.
  • Design Automation Conference (DAC) — June/July, SF. EDA + chip design. Cadence alumni territory (Apex core team ex-Cadence → huge warm net).
  • Chip Letter / Tenstorrent / Groq / Etched founder circuits — track on X for pop-up events.

Bay Area — continuous presence (weekly/monthly)

Recurring meetups — free / low-cost, recur monthly

Meetup Cadence Venue Why
Monthly Robotics Meetup Monthly Frontier Tower (995 Market St, SF) Luma: luma.com/monthly-robotics-meetup-january-2026 — builders, engineers, founders at intersection of robotics+AI.
ROS By-The-Bay Monthly Varies SV Only ROS-dedicated meetup in Bay. Runs "NVIDIA GTC Special Edition" after-parties. meetup.com/silicon-valley-robotics
BARA (Bay Area Robotics Association) Quarterly members-only SV Launched 2026. Corporates + roboticists + investors + startups. Humanoid + industrial + mobility focus. Get qualified-org membership.
Silicon Valley Robotics Monthly SV Umbrella org, runs ROS By-The-Bay. Andra Keay.
AI Tinkerers SF Monthly Rotating SF venues Lightning demos + networking. Bring FPGA demo. sf.aitinkerers.org
SF AI Meetup (SFBay AI) Biweekly Rotating meetup.com/sfbay-ai
SV AI/ML/CV Meetup Monthly Menlo Park / SV meetup.com/san-francisco-augmented-reality-and-computer-vision-meetup
Smart Living SV — AI Hardware & Robotics Summit + Expo Jan 10, 2026 (annual) SV Post-CES landing pad.

Hacker houses / gathering spots

Venue Address Who hangs How to get in
Frontier Tower 995 Market St, SF 16 floors, robotics + AI builders. Founding memberships $190/mo. Apply — robotics floor is active.
AGI House (SF) Twin Peaks mansion AI researchers, OpenAI/Anthropic/xAI alumni. Backed by Schmidt, Andreessen, D'Angelo. Invite-only. Apply at agihouse.ai — pitch edge-inference angle (AGI-on-device).
AGI House Hackathons Weekly Rotating topics Sponsor one with FPGA-board prizes.
Genesis House / The Commons / HF0 SF Founder residencies HF0 (Hacker Fellowship Zero) — apply as founder.
South Park SoMa a16z HQ area; American Dynamism partners walk this block Coffee at Caffe Centro, schedule investor drop-ins.
Cerebral Valley Hayes Valley AI hacker house cluster; Newcomer's turf Newcomer dinners — pitch Eric Newcomer for coverage.

Where target-company employees actually drink

  • Shack15 (Ferry Building, SF) — a16z / defense-tech overlap. Weekly events.
  • The Battery (SF) — private club, VC/founder heavy. Get a member to host.
  • Mission Rock / Spark Social (SF) — Anduril SF folk, Applied Intuition.
  • Bluestone Lane Palo Alto / University Cafe — Stanford EE/CS + VCs.
  • Philz Coffee (Middlefield, Palo Alto) — robotics startup corridor.
  • Buck's of Woodside — old-school VC breakfast (AD/defense-skew).
  • Rosewood Sand Hill bar — Thursday VC night.
  • Pallet (SF Dogpatch) — robotics/hardware makers, Other Machine Co / Glowforge crowd.

Specific company outreach — where each target is reachable

Humanoid robotics (highest VC-flush, chip-hungry)

  • Figure AI (Sunnyvale) — office visits, Humanoids Summit, BARA. Chase Brett Adcock; Head of Engineering via LinkedIn + BARA.
  • 1X Technologies — CES, Humanoids Summit, home-robot events. Eric Jang active on X.
  • Agility Robotics — Amazon re:MARS (if revived), Manifest (logistics), RoboBusiness.
  • Apptronik — SXSW Austin, SV Humanoids Summit, Mercedes supplier days.
  • Physical Intelligence (π) — academic circuit (CoRL, RSS, ICRA). Karol Hausman ex-GDM. SF office — cold email + arXiv paper response angle.
  • Skild AI — CMU + SV split. IROS Pittsburgh 2026 = home game.
  • The Bot CompanyApex advisor already inside. Direct warm intro. Do this Week 1.
  • Boston Dynamics / Hyundai — IROS, ICRA. Hyundai Innovation Center CA.

Defense / autonomous systems

  • Anduril — XPONENTIAL, SOF Week, AUSA, American Dynamism Summit, their own AI Grand Prix. Costa Mesa HQ + SF office (Mission Rock).
  • Shield AI — XPONENTIAL, SOF Week, DIU Mountain View. San Diego HQ.
  • Skydio — XPONENTIAL, Commercial UAV Expo. Redwood City HQ.
  • Saronic — SOF Week, Sea-Air-Space, American Dynamism. Austin HQ.
  • HavocAI / Vatn Systems — SOF Week, USNI conferences.
  • Kratos / General Atomics — AUSA, AFA Warfare Symposium.
  • Palantir — American Dynamism, Reindustrialize, AIPcon.
  • Anduril AI Grand Prix — sponsor with FPGA prize pool = brand + direct Anduril exec access.

AV / ADAS

  • Wayve — AV Tech Expo San Jose, CVPR. UK HQ; US office in Mountain View.
  • Applied Intuition — American Dynamism, AV Tech Expo. Mountain View.
  • Kodiak / Gatik — ACT Expo, trucking shows.
  • Zoox — closed; via Amazon channels. Foster City HQ walk-in territory.

Industrial / warehouse

  • Symbotic / Dexterity / Path / Pickle — Modex (March), ProMat, Manifest (Feb).
  • RoboBusiness / Robotics Summit & Expo — Boston, spring 2026.

Smart home / consumer edge

  • iRobot, Roborock, Ecovacs — CES, IFA Berlin.
  • Meta Reality Labs / EssilorLuxottica — AWE (Augmented World Expo) June 2026 Long Beach.
  • Verkada / Rhombus — ISC West Las Vegas April (may have passed).

Private-format plays (highest per-dollar ROI for $1M+ deals)

  1. Host an Apex dinner in SF during XPONENTIAL / SOF Week preview weeks. Invite 15 robotics + defense heads. $10k all-in. At least one NRE conversation closes.
  2. FPGA dev-board giveaway at AGI House hackathon — judges include Physical Intelligence / Skild researchers. Technical credibility compounds.
  3. Co-sponsor Humanoids Summit side-party Dec 2026 — $25–50k = every humanoid founder in one room.
  4. Anduril AI Grand Prix prize sponsor ($20k FPGA boards) = direct Palmer Luckey / Christian Brose face time.
  5. BARA member-only capital/industry session — Feb/May 2026. Members-only vetted intros.
  6. Cerebral Valley Summit invite chase — via Newcomer (Eric Newcomer Substack DM) or Volley cohosts.

90-day calendar — concrete week-by-week

Week 1 (now):

  • Warm intro to The Bot Company via advisor.
  • DM Hasan's Tesla alumni → Figure, Apptronik, Physical Intelligence.
  • Apply XPO+ Launcher (AUVSI) + SOF Week waitlist.
  • Join BARA, Frontier Tower, Silicon Valley Robotics.

Week 2–3:

  • Schedule DIU Mountain View meeting.
  • Contact SOFWERX for SOF Week co-exhibit.
  • File SBIR Phase II prep with Anduril/Shield as prime.
  • Ship FPGA eval boards to 5 target CTOs (Figure, 1X, Skydio, Wayve, Physical Intelligence).

Week 4 (early May):

  • Dry-run demo at ROS By-The-Bay + AI Tinkerers.
  • Pre-book 20+ meetings at XPONENTIAL.

May 11–14 — XPONENTIAL Detroit. Target: 3 signed LOIs, 10 NRE conversations.

May 18–21 — SOF Week Tampa. Target: 2 SOCOM introductions, 1 SBIR Phase III route.

Late May / early June: close follow-ups, send proposals.

June 16–17 — Reindustrialize Detroit. Target: manufacturing + dual-use buyers.

July: close $1M–$10M bundle — NRE + dev-kit volume + silicon deposits.


Sources

@devrim

devrim commented Apr 21, 2026

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Companion list — 100 target customers (organized by tier)

TIER 1 — Fast $ (defense, drone, DoD-adjacent)

  1. Anduril Industries — Lattice, Bolt, Fury
  2. Shield AI — V-BAT Hivemind
  3. Skydio — X10D defense
  4. Saronic — autonomous surface vessels
  5. HavocAI — attritable USVs
  6. Vatn Systems — underwater drones
  7. Saildrone — maritime ISR
  8. AeroVironment — Switchblade, JUMP 20
  9. Red Cat Holdings / Teal Drones
  10. Brinc Drones
  11. Kratos Defense — XQ-58 Valkyrie
  12. General Atomics — MQ-9, Gambit
  13. Palantir — Maven edge nodes
  14. Epirus — counter-drone
  15. Rebellion Defense
  16. L3Harris
  17. Northrop Grumman
  18. Lockheed Skunk Works
  19. RTX / Raytheon (warm via Apex core team)
  20. BAE Systems FAST Labs
  21. DIU (Defense Innovation Unit)
  22. DARPA (TIAMAT, AIR, ANSR)
  23. AFWERX / SpaceWERX
  24. Booz Allen / SAIC
  25. Parry Labs

TIER 2 — Humanoid / GP robotics

  1. Figure AI (warm via Tesla alumni)
  2. 1X Technologies — NEO
  3. Agility Robotics — Digit
  4. Apptronik — Apollo
  5. Sanctuary AI — Phoenix
  6. Boston Dynamics / Hyundai
  7. The Bot Company (Apex advisor inside)
  8. Physical Intelligence (π)
  9. Skild AI
  10. Covariant (Amazon)
  11. Neura Robotics
  12. Unitree (export caveat)
  13. Fourier Intelligence
  14. UBTech
  15. PAL Robotics
  16. Reflex Robotics
  17. Mentee Robotics
  18. Persona AI
  19. Foundation Robotics
  20. K-Scale Labs

TIER 3 — Industrial / warehouse

  1. Symbotic
  2. Dexterity AI
  3. Path Robotics
  4. Locus Robotics
  5. Berkshire Grey
  6. GreyOrange
  7. Plus One Robotics
  8. RightHand Robotics
  9. Ambi Robotics
  10. Pickle Robot
  11. Chef Robotics
  12. Formic
  13. Standard Bots
  14. Diligent Robotics
  15. Bear Robotics

TIER 4 — AV / ADAS / autonomy

  1. Wayve (UK) — E2E VLM driving
  2. Applied Intuition
  3. Kodiak Robotics
  4. Gatik
  5. Plus.ai
  6. Nuro
  7. Zoox (Amazon)
  8. Waymo
  9. Aurora Innovation
  10. Torc Robotics
  11. Oxa (UK)
  12. Monarch Tractor
  13. John Deere / Blue River
  14. Carbon Robotics
  15. Built Robotics

TIER 5 — Drones / delivery / consumer robots

  1. Zipline
  2. Wing (Alphabet)
  3. Matternet
  4. Serve Robotics
  5. Coco Robotics
  6. Cartken
  7. Starship Technologies
  8. iRobot (Amazon)
  9. Matic Robots
  10. Roborock / Ecovacs

TIER 6 — Wearables / smart glasses / cams

  1. Meta Reality Labs
  2. EssilorLuxottica
  3. Snap Spectacles
  4. XREAL
  5. Brilliant Labs
  6. Plaud / Friend / Limitless (AI pendants)
  7. Rabbit Inc
  8. Verkada
  9. Rhombus Systems
  10. Motorola Solutions / Avigilon
  11. Axon
  12. Deep Sentinel

TIER 7 — Medical / scientific edge

  1. Butterfly Network
  2. Intuitive Surgical
  3. Moon Surgical

Event coverage map — which show reaches which target

Event Reaches (from list above)
AUVSI XPONENTIAL (May 11–14) 1–12, 15, 26 (booth visits), 30, 61
SOF Week (May 18–21) 1–6, 8–11, 14–20, 21
Reindustrialize (Jun 16–17) 13, 17, 19, 25, 62, 73
Humanoids Summit SV (Dec) 26–45
Hot Chips (Aug 23–25) competitive intel + recruiting
Commercial UAV Expo (Sep 1–3) 8–10, 76–78
CoRL (Nov 9–12) 33–35, research leads at 26–31
CES 2027 (Jan) 83–93
AV Tech Expo NA (Oct) 61–75
AWE (June Long Beach) 86–92

Warm-intro path priority (Week 1)

  1. The Bot Company — advisor already inside → direct ask
  2. Tesla Autopilot alumni (Hasan's network) → Figure, Apptronik, Physical Intelligence, Skild
  3. Raytheon / Cadence / TI alumni (core team) → RTX, L3Harris, defense primes, Applied Intuition
  4. OpenAI TPU advisor → Wayve, Physical Intelligence research leads, π infra team
  5. GlobalFoundries business dev → their customer list = warm intros to any fabless chip buyer

Deal structures to stack to $10M in 90 days

  • FPGA eval kit: $50k–$250k × 10 customers = $0.5M–$2.5M
  • NRE custom kernel / model port: $500k–$2M × 3 customers = $1.5M–$6M
  • Silicon pre-order w/ 30% deposit (Q1 2026 delivery): $1M–$5M × 2 customers = $2M–$10M

Stack any 3–5 = $10M target hit.

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