Oct 29, 2026 · 32 min
TomorrowX challenges the scripted investor conference
Ron Biscardi on TomorrowX: Summit Giving Retail Investors a Seat With NVIDIA, Goldman and Dell CEOs
The episode examines whether direct, candid CEO conversations can give retail investors access to information and relationships long reserved for institutions.
- 1TomorrowX aims to recreate small buy-side investor meetings for a large retail audience through candid CEO conversations.
- 2Independent analysts on Substack and X increasingly matter to executives because they combine audience reach with direct investor dialogue.
- 3The summit frames AI as a broad ecosystem story spanning jobs, energy, infrastructure, hyperscalers, and applications.
Don't miss
Ron Biscardi highlights Jensen Huang’s optimism about AI and links it to technology’s longer history of lowering costs and improving lives.
The brief
Austin Hankwitz speaks with Ron Biscardi, co-founder and CEO of iConnections, about TomorrowX and the gap he sees in today’s institutional investing and technology conferences.
TomorrowX is designed to bring retail investors closer to public-market leaders through candid conversations that resemble the small meetings traditionally available to institutional investors.
The discussion connects AI’s impact on jobs and markets with the rise of independent analysts on Substack and X, whose audiences increasingly make them valuable to executives.
Biscardi says TomorrowX will pair fireside chats with moderators who understand the buy side, replacing scripted corporate presentations with respectful, substantive investor dialogue.
The standout theme is Jensen Huang’s optimism about AI and the broader idea that technology can lower costs and improve lives while reshaping the economy.
TomorrowX will cover the full AI ecosystem, including energy, power infrastructure, hyperscalers, and applications, with education for retail investors at its center.
What was said on this episode
8 statements · 6 positive · 2 negative
Technology is unavoidable in allocating billions of dollars and is central to many portfolios.
“you can't really allocate billions of dollars. easily in today's market without touching technology in some way. So it's just a huge part of many portfolios.”
Listen at 2:27
TomorrowX has an exceptional lineup of technology and finance speakers.
“it is an incredible lineup of speakers”
Listen at 5:04
TomorrowX is designed to broaden access to technology and finance leaders.
“we've set it up in a way to democratize access to this audience.”
Listen at 5:35
Retail investors and independent analysts generally cannot access institutional banking conferences.
“generally speaking, you're never, ever going to be able to access an event like that.”
Listen at 7:17
TomorrowX aims to provide broader investor access to CEO conversations.
“What we're trying to do with TomorrowX is to create that access. for a much broader set of investors.”
Listen at 7:22
The arena format enables TomorrowX to offer attendance at a lower price to more people.
“we can just make it available at a much lower price point to a much broader audience.”
Listen at 7:58
AI enables more work and previously impossible tasks at a fraction of prior cost.
“work that we are able to get done now, the different things we can do that were never possible before, that are possible now and at a fraction of the cost, is absolutely incredible. And it's all because of AI.”
Listen at 9:21
Many early AI job-loss predictions have not materialized and outcomes are often opposite.
“many of these have not borne themselves out at all. I mean, it's actually the exact opposite in many of these cases.”
Listen at 10:05
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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