01
AI
How intelligence is changing work, services, software, and physical systems — and the new companies being built across all of them.
House of 434 — Conversations. Connections. What's next.
A gathering place for people shaping how intelligence reshapes real-world systems.
A gathering place for people building, backing, and thinking about how intelligence reshapes real-world systems. Financial services, physical AI, regulated industries, and emerging frontiers.
Origin
Why We Built House of 434
House of 434 is named after Shilpi's first home: 434 Bayview.
It was where possibility began to feel real — a place filled with ambition, uncertainty, optimism, and the belief that a better future could be built.
House of 434 is an extension of that idea: a room for thoughtful people, honest conversations, and the relationships that shape what comes next.
House of 434 is broader than any single fund or vehicle. It's the long-term community around the ideas, people, and questions we care about — financial services AI today, physical AI and frontier technology alongside it, secondaries and growth-stage conversations as the AI economy matures. The fund vehicles will evolve. The community is built to last.
What we explore
Four questions that shape the room.
02
Ownership
Who gets to participate in the value created by the next generation of technology.
03
Operators
Why builders, executives, and domain experts are becoming investors, angels, and company creators.
04
The Future
Where vertical markets, frontier technology, capital, and company-building are heading.
Gatherings
Private Gatherings
House of 434 hosts intimate dinners, salons, and roundtables for thoughtful people working across AI, capital, vertical markets, and company-building.
Request an Invitation →Recent & upcoming themes
- 01From AI Services to Software
- 02Vertical AI in Regulated Markets
- 03Operators Becoming Investors
- 04Ownership in the Age of Intelligence
- 05Physical AI and the Frontier
- 06Building Across Verticals: Patterns in AI-Native Companies
Upcoming
Next gatherings
Date
Thursday, July 9, 2026
Time
8:00 AM
City
New York
Format
Private breakfast for founders, operators, and investors
Theme
Vertical AI in Regulated Financial Services
Past gatherings
House of 434's first gatherings begin in New York this summer. Past gatherings will be documented here as the community grows.
Active in New York · San Francisco coming · London on the horizon
Writing
Essays & field notes.
Field notes
Operators, quietly becoming investors.
The most interesting capital in the next decade may come from the people who built the last one.
Coming soon
Notes
Ownership in the age of intelligence.
Software is being rewritten. So are the contracts, the cap tables, and the quiet assumptions about who gets to participate.
Coming soon
The room
What this room is for.
Honest conversation
Smart people thinking out loud, without performance or posture. The kind of conversation that stays with you for a week.
Shared language
Operators, investors, and researchers in the same room, speaking the same language about what's actually changing in their work.
Substance over scale
Small rooms with the right people, organized around real questions rather than networking. Quiet by design.
The Brief
The House of 434 Brief
A periodic note on AI, ownership, venture, vertical markets, and the people shaping what comes next.
Who it's for
For people building, operating, and thinking long-term.
- Founders
- Operators
- Investors
- Engineers
- Domain Experts
- Researchers
- Executives
- Builders
House of 434 brings together people with different backgrounds but a shared orientation: curiosity, ambition, judgment, and a desire to understand what comes next.
Request invitation
Tell us a little about you.
Stewards
Stewards of the House.
Shilpi Nayak
Co-GP, 434 VC
Builder, operator, and investor working across AI, fintech, private markets, and emerging frontiers. Previously Co-Founder and CTO of Goodfin, engineering leader at Google, and on the founding team at an enterprise AI company.
Zain Hasan
Co-GP, 434 VC
Chief Growth Officer
Five-time founder and serial operator with four exits to private equity. Servant-leader turned syndicate lead, investing in founders building durable companies across software, services, and the real economy.
Nikhil Tyagi
Connectivity Systems Leader
Director, Qualcomm
Two decades shipping the wireless and connectivity systems inside the devices people actually use — from Bluetooth/Wi-Fi silicon at Broadcom, to vehicle connectivity at Tesla, to platform connectivity at Apple, to wearables and AI-native hardware at Meta and Humane. Now Director at Qualcomm, working at the intersection of edge AI, XR, and physical AI.