September 2026 · Park James Hotel, Menlo Park

AI Investments. Human Trust. World-Class Execution.

With Drew Guevara and James Mylett. Moderated by David Nour.

The AI buildout is moving fast. Turning it into value is a human challenge. Three connected conversations explored the capital behind AI, the value of trusted relationships, and the people who turn change into operating results.

Page 1 of 6. Recap cover: In Conversation with Drew Guevara and James Mylett at Park James Hotel, Menlo Park. AI Investments. Human Trust. World-Class Execution.
Page 2 of 6. Drew Guevara on the AI investment equation: adoption and monetization, different economics, the physical buildout, financing the expansion, constraints on expansion, and why usage is not return.
Page 3 of 6. David Nour’s brief, The New Value of Relationships: ten hypotheses on relationship capital as AI scales.
Page 4 of 6. James Mylett and David Nour, From AI to Operating Capacity: a fireside chat on skilled trades, frontline leadership, and better work.
Page 5 of 6. Images of the evening: photos from the September program at Park James Hotel.
Page 6 of 6. Speakers and hosts, the next In Conversation evening, and the event survey.

Download the Recap (PDF)

Next Conversation · November 2026

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