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AI Tokenomics Fundamentals Certification Now Available →
Date
Tuesday, October 20, 2026
Location
The Westin St. Francis,
San Francisco
Format
Chatham House
Rule
Attendance
Invite-Only,
100 delegates

Tokenomics 100 SF: the economics of AI.

A working session on the inputs, outputs, and total economics of building and deploying AI. We'll explore how AI is priced, provisioned, routed, and sold.

Apply to Attend  →
By Invitation Only / No Sales or Marketing
Program

A working morning, not a conference.

8:00 - 9:00
Breakfast and networking
Arrive, eat, and meet the room.
Networking
9:00 - 9:10
Welcome and State of Tokenomics
Opening remarks and a preview of the State of the Tokenomics practice globally, from the Tokenomics Foundation research team.
J.R. Storment (Linux Foundation)
Welcome
9:10 - 9:25
The economics of tokens, computation, and pricing in foundation models
How computation turns into tokens, and how foundation model providers price them. A short academic session on the research underneath the market, opened to questions from the room.
Academic
9:25 - 9:55
Practitioner engineering panel: efficiently consuming AI
Engineering leaders from the consumption side on how their teams get more out of every token: routing, caching, and the model portfolio, and how those choices change the unit economics of agentic workloads.
Ambud Sharma (Pinterest) · Dan Neff (Adobe) · Stephen Arthur (Tokenomics Foundation)
Panel
9:55 - 10:05
Data Structures to support AI Value
A short practitioner session on putting AI spend and usage data to work.
Shawn Alpay (Linux Foundation)
Talk
10:05 - 10:35
Break
Coffee, and time to compare notes before the production side takes the floor.
Break
10:35 - 11:20
AI factory panel: from watts to tokens
The production side of the supply chain. How silicon, power, and cloud capacity turn into tokens, how that capacity is priced, provisioned, and sold, and where its economics diverge from cloud.
Raghu Nambiar (AMD) · Shruti Koparkar (NVIDIA) · Ryan Wang (Nebius) · Ajit Mahareddy (AWS Bedrock)
Panel
11:20 - 11:45
Fireside: the CFO view of AI value
A finance leader on how AI investment is judged at the top of the P&L, and what the business needs to see from producers and practitioners to keep funding it.
Fireside
11:45 - 13:00
Networking lunch and discussion tables
Producers and consumers at the same tables. Hosted tables continue the morning's threads: token governance and policy, unit economics of agentic workloads, and the model portfolio problem.
Networking
The Forum

An exploration of the commercial supply chain of AI

The discipline to drive value needs to keep pace with the adoption

AI now has a full production function.

Inputs: capital, power, chips, models, data, and people.
Outputs: outcomes, agents, products, productivity, and revenue.
Middle: a stack of companies converting one into the other, each taking a different cut of the economics.

We will do an exploration of the commercial supply chain of AI: what it costs to produce intelligence, what comes out the other side, and whether the accrued value created is larger than the ecosystem required to create it.

The Tokenomics Foundation is the vendor-neutral, community-built home for the primitives of AI economics.

Attendees

Who should be in the room.

Operators selling or buying inference.

Researchers working on pricing, allocation, and compute economics.

Infrastructure teams converting watt into tokens.

Product and finance leads whose AI bill is now a P&L line item.

Labs shipping and pricing frontier models.

Platform teams building the infrastructure inference runs on.

If your company meters, manages and monetizes AI, this is the session.

How it Works

Three rules the room runs on.

i.

Chatham House Rule

Attendees may use what they hear. They may not identify who said it. Nothing is recorded, nothing is broadcast, and the roster stays with the Foundation.

ii.

Curated by application

Every seat is reviewed by the program committee. The composition of the room is the product. Vendor and supplier seats are extremely limited, and are held for the few whose presence the room asked for.

iii.

Vendor-neutral by charter

The Tokenomics Foundation is a project of the Linux Foundation. No sales people, no marketing people, no product pitches, no sponsored keynotes, no vendor track. Working sessions only.

Venue

Union Square, in the heart of San Francisco.

The Westin St. Francis, San Francisco
The Westin St. Francis
335 Powell Street, San Francisco, CA. Floor details and access instructions go out with the invitation.

The venue is a working room. No stage, no theater seating, no exhibit floor. Round tables, a shared whiteboard, and one screen. The building was chosen because it is quiet, it is private, and it is close to the offices most attendees are already coming from.

Apply

Request an invitation.

Applications open through September 20, 2026. The program committee reviews on a rolling basis. Successful applicants are notified within two weeks, with a hold placed on the date until the invitation is accepted.

Begin an Application  →

Questions on eligibility? Write to us directly.