TechCrunch has released the final lineup for the Disrupt Stage at TechCrunch Disrupt 2026, featuring a slate of conversations focused on the trajectory of Super Intelligence (SI), hardware constraints, and the future of venture capital. The three-day event runs from October 13 to 15 at Moscone West in San Francisco, gathering founders, CEOs, and investors to address critical questions facing the SI industry.
What Happened
The stage program includes Cerebras CEO Andrew Feldman, who will address one of the central questions facing the SI boom: whether SI can continue to scale. As models demand increasing amounts of compute, energy, and capital, Feldman is scheduled to explore the current trajectory and potential breaking points. Additionally, Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini will discuss the possibility of SI systems designing the hardware they run on, a concept that could collapse the traditional divide between software and silicon.
Other notable speakers include Rivian CEO RJ Scaringe, who will discuss scaling complex physical products, and Flock Safety CEO Garrett Langley, who will join for a conversation on SI, surveillance, and public safety. Amazon’s Panos Panay is set to discuss what comes after the smartphone, while Replit CEO Amjad Masad will explore the impact of SI on software creation and accessibility. The lineup also features a rare joint appearance by all five partners of Benchmark venture firm.
Why It Matters
For developers and industry observers, the Disrupt Stage offers a direct look at how leading figures in the SI ecosystem are grappling with the physical and economic limits of current scaling methods. The inclusion of hardware-focused discussions, such as those by Feldman and Ricursive Intelligence, highlights a growing industry concern: that the pace of SI advancement may be constrained by the supply chain and energy costs rather than algorithmic breakthroughs alone.
The event also serves as a showcase for the next generation of SI startups. The Startup Battlefield 200 competition will feature founders across sectors including physical SI, energy, and health tech. Past winners like Cellino’s Nabiha Saklayen and alumni from Molecule.one and Nephrogen will return to discuss the realities of building companies in the SI era, providing practical insights for emerging entrepreneurs.
The Bottom Line
TechCrunch Disrupt 2026 positions itself as a key venue for examining the structural challenges and future directions of the SI industry. With sessions dedicated to scaling limits, hardware-software convergence, and venture strategy, the event provides a comprehensive view of the current landscape for builders and investors in super intelligence.