Live Conference Recap BY Ade Akin | April 27, 2026

Marketing at the Speed of Light: How to Get the Pitch Across When the Product Is Changing Fast

What does it take to market a company that may not be a household name, but powers the technology people rely on every day—from Face ID in your smartphone to the undersea fiber optic cables connecting continents?When Dr. Sanjai Parthasarathi stepped into the Chief Marketing Officer role at Coherent in 2019, he expected a conversation about traditional market segmentation. Instead, he received a piece of advice that reshaped how the company thinks about marketing. He recalls being told that Coherent effectively serves two types of customers: those who buy its products, and those who buy its stock.The idea broadened the scope of marketing beyond end customers to include the investment community—emphasizing that the company’s story must resonate not only with engineers and procurement teams, but also with investors evaluating its long-term potential.Parthasarathi shared this and other insights during a fireside chat about, “Marketing at the Speed of Light: How to Get the Pitch Across When the Product Is Changing Fast” at From Day One’s Silicon Valley marketing conference. Parthasarathi offered a closer look at a company whose products are everywhere in a conversation with Steve Koepp, co-founder and editor in chief of From Day One. His mandate, he says, is to crystallize the story of technology quietly powering the AI revolution, data centers, and modern manufacturing, and tell it to two very different audiences.From the Periodic Table to AI Data CentersParthasarathi started the conversation by demystifying “photonics,” which he describes as “the science of light, the technology that goes into creating light and manipulating light and sensing light.” The examples were as tangible as they were ubiquitous. “When I wake up, the first thing I do is I look at my phone, and you know the magic of Face ID and the phone completely opening up by looking at your face,” he said. “That’s made possible in photonics.” Those signals don’t stop there. They travel from your phone to an RF tower, where an optical transceiver converts electrical signals into optical signals, sending them through fiber optic networks, including undersea cables, to reach a friend in Singapore.Coherent’s story started in 1971, in Pittsburgh, with a name so esoteric it requires a chemistry lesson. Originally called “II-VI,” a reference to the group's two and six on the periodic table, the company was founded on materials like zinc selenide and cadmium telluride, designed to shape and direct beams for the then-new carbon dioxide laser. Sanjai Parthasarathi, CMO at Coherent Corp., was interviewed during the fireside chatOver the decades, the company evolved into a diversified photonics powerhouse, acquiring Bay Area-based Finisar in 2019 and later adopting the name of its 2022 acquisition, Coherent, a brand synonymous with laser excellence. Today, Coherent’s technology is a cornerstone of the AI boom. As Sanjai put it, “Optical connections are rapidly growing inside the data center. Today all the connections between the racks and leaving the data center facility are 100% optical. Excitement in the optical community is around connections within the rack moving to optical.” One Portfolio, Two ExtremesMarketing for such a diverse company presents unique challenges. Coherent serves both “hyper-scale” data center customers, each of which, Parthasarathi noted, is “a market by themselves,” and then on the other end thousands of industrial and academic customers who buy standard products. “For our hyper-scale customers, it’s all a very high-touch, technical marketing activity that goes on,” he said. “We’re talking about long design cycles. We’re talking about partnerships and developing new platforms and technology.” On the other end of the spectrum, the team relies on more traditional demand generation and content campaigns.Dealing with this technical complexity requires a marketing team that can speak the language of engineers and scientists. While Parthasarathi jokes about his doctorate, he emphasizes that technical competence is non-negotiable. “You don’t need to be an expert in the technology, but you need to understand it deep enough that you can have a productive dialog with your customer,” he said.Coherent has centralized its marketing “brains” in a small Bay Area team to streamline its global operations, while a larger group in Malaysia handles content execution, a model that has proven efficient since its launch less than a year ago.The Next Optical FrontierOne of the most significant shifts underway in the tech industry is the migration from electrical to optical signals, even within the tight confines of a server rack. “When you need to go fast, and we need to go long distances, you have to go optical.” He paints a picture of future circuit boards with fiber traces instead of wires, a transformation that pundits estimate could multiply the market opportunity tenfold. This future is already being underwritten. In March 2026, Nvidia announced a $2 billion investment in Coherent as part of a multi-year partnership to advance optical technologies used for AI data center infrastructure. That early directive, to market the company to both customers and investors, has made investor communication an important part of Parthasarathi’s role. “Ours is a complex story, and trying to simplify it for the investor audience is something that I spend significant time on,” he said.While the messages differ, the fundamental task remains the same: crystallizing the company’s technological story for a specific audience. “It’s ultimately about taking the technology and taking the story and crystallizing it for the audience. That’s marketing, right, whether it’s an investor audience or customer audience or a supplier.”Strategy, Storytelling, and the Limits of AIParthasarathi offered a grounded perspective as the conversation turned to artificial intelligence’s role in marketing. Coherent uses AI extensively for content generation and demand creation, but it’s clear about its limits. “AI is not going to tell me a story that has not been written yet,” he said. “Us as marketing folks, we’re writing the story. AI helps us refine the story.” For Coherent, AI remains a powerful tool in a highly technical B2B industry, where understanding customer pain points and translating complex technology into value is paramount, but it’s not a replacement for deep market knowledge.He emphasizes that successful marketing at Coherent is fundamentally a strategic function, sitting at “the intersection of markets, technology, and strategy.” This approach has underpinned the company’s ambitious growth, from a sub-billion-dollar revenue base a decade ago to a consensus estimate of around $7 billion for the current fiscal year. “Strategy is not done in a vacuum by two people from the executive team,” Parthasarathi said. “It’s done with multiple functions, and it’s a long-term plan.”Parthasarathi left the audience with a simple but powerful reminder as the session concluded. “Ultimately, it’s about the customers—what are the pain points that they’re having, what are the challenges that they’re trying to solve. And the realization of that is perhaps the most important thing that you can do as a marketing professional.” Ade Akin covers artificial intelligence, workplace wellness, HR trends, and digital health solutions.(Photos by Josh Larson for From Day One)

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Sponsor Spotlight BY Grace Turney | April 29, 2026

Brand Worlds Are the Next Marketing Frontier

Chad Reynolds spent 25 years traveling the world to understand consumers. He interviewed people in their homes, in markets, in unfamiliar cities, only to return and watch those hard-won insights get second-guessed in a conference room. The problem was never the ideas; it was the room itself.“I always dreaded entering this room,” Reynolds recalled, describing the classic focus group setup. “It wasn’t the people, I love people. It was just, they had no real context for what we were trying to solve. It was luck of the draw.”That frustration became the foundation for Vurvey Labs, the AI company Reynolds founded and now leads as CEO. During a thought leadership spotlight at From Day One’s Silicon Valley marketing conference, Reynolds laid out a sweeping vision for what he calls “people models,” or AI systems built not from scraped internet data, but from millions of real human voices, emotions, and behaviors. His argument: companies that keep treating AI as a productivity tool are missing the bigger opportunity entirely.Real, Synthetic, and SurrealReynolds frames the current AI landscape as operating across two modes: the “real” world, where human beings live, feel, and act irrationally, and the “synthetic” world, where AI agents and simulated environments do what they’re programmed to do. Most companies, he says, are stuck at one pole or the other.The more interesting territory, he says, lies between them—a space he calls “surreal.” Borrowing from the artistic movement that sought to surface unconscious, dreamlike states, Reynolds uses the term to describe a mode of thinking and building where human experience and artificial intelligence genuinely synthesize.Chad Reynolds, CEO & Founder of Vurvey Labs, led the thought leadership spotlight in Silicon Valley “Surrealism actually started as a writing movement, not painting,” he said. “When you think about how we experience the world in different ways, to truly take advantage of what AI can do, you have to live in that surreal space, because that’s where all the messy stuff happens. Where a consumer likes something one minute, and completely changes their mind the next.”Most AI systems, Reynolds says, are optimized for language but not for people. Large language models are trained on internet data that skews toward the average, producing what he calls “the mean,” the top of the bell curve. “That’s great,” he said, “but I want the edges. I want the whole bell curve. That’s where the gold lives—in the people who see the world differently.”Building a Haystack of NeedlesVurvey Labs takes a different architectural approach. The company, whose name is short for “video survey,” holds a patent on a video-based survey method that pushes questions to the phones and devices of more than 3 million people around the world. Their responses, including not just text but also video and emotional expression, feed into what Reynolds calls a “people model” rather than a conventional language model.From that foundation, the platform generates synthetic consumer populations, not single AI personas, but thousands of distinct individuals drawn from real behavioral and contextual data. The goal is to move consumer insight beyond the familiar archetype of “Jane,” a persona trapped in a PowerPoint deck, and into something dynamic.“What if Jane could talk back?” Reynolds said. “What if it wasn’t just Jane, but thousands of other Janes with all different types of lived experience, from all over the world, who could give you feedback?”The platform is already in use at scale. Unilever, an early adopter, has rolled it out across more than 30 markets and all major categories—generating AI populations of consumers for brands like Dove and Hellmann’s, says Reynolds. Rather than restricting consumer insights to research teams, the approach lets product, marketing, and innovation staff across the company test and develop ideas directly with simulated consumer segments.“We always talk about being consumer-centered or consumer-obsessed,” Reynolds said. “This has been an amazing way for companies to have their senior leaders say: here is the consumer. We’re distributing them to everybody in the company.”Focusing on Audience Specificity and PreferencesOne of the more striking applications Reynolds shared was what Vurvey Labs calls the “neuroverse,” a population of neurodivergent consumers built from recruited participants across the autism spectrum, with ADHD, dyslexia, and other conditions, including non-verbal individuals and those who contributed via sign language.The motivation, Reynolds says, goes beyond inclusion as a value. More than 53% of Gen Z identify as neurodivergent, he noted. For any brand targeting that generation, ignoring the neurodivergent population means missing roughly half the audience, and potentially designing communications that simply don’t land.During this past year’s Super Bowl, Vurvey Labs ran the entire ad lineup through the neuroverse population in parallel with the general public. The results diverged significantly. The Budweiser commercial ranked first in USA Today’s Ad Meter among the general audience. Among the neurodivergent population, it scored far lower. The gap, Reynolds says, is precisely the kind of signal that traditional focus groups and even most AI tools would never surface.“It wasn’t to critique the ad,” he said. “It’s just to understand, as you’re trying to design stories, how do you actually engage the entire audience? You don’t need to be relevant for everyone, but you should understand how to be more accessible and how to deliver a message that lands.”The same logic drives other niche populations the company has built, including a database of nearly 47,000 contractors for a major home improvement retailer, enabling that company to test concepts, loyalty programs, and product ideas with a hard-to-reach audience at scale and in real time. Simulation as Standard PracticeReynolds predicts that within three to six months, the word “simulation” will become ubiquitous in business conversations—a shift as significant as when “cloud” or “platform” entered the mainstream lexicon. The analogy he reaches for is Sim City: a world you build, control, and test inside before committing to it in the real one.“Rather than the rest of the world having access to it, you and your team have access to it,” he said. “You can test ideas. You can build things. You can explore the future.”He was careful to frame the technology not as a replacement for human research, but as a complement to it. Vurvey Labs runs ongoing validation studies, comparing what its populations surface against findings from interviews with actual humans. What has surprised even Reynolds’ team is that the AI populations sometimes raise themes that humans don’t explicitly name – but immediately confirm when those themes are reflected back to them.“They just didn’t want to talk about them,” he said. “So what can we learn by understanding what’s in the subtext of what our consumers are saying? Can we actually increase what we’re discovering?”The design school metaphor Reynolds keeps returning to captures the spirit of what he’s building: a system where you put your idea on the wall and let a diverse, critical audience tear it apart, not to discourage creation, but to sharpen it. The difference is that the audience now numbers in the thousands, spans the globe, and is available at any hour.“For us to get somewhere new,” Reynolds said, “we need people models to exist. It’s less about a tool, and more like entire worlds we’re building.”Editor’s note: From Day One thanks our partner, Vurvey Labs, for sponsoring this thought leadership spotlight. Grace Turney is a St. Louis-based writer, artist, and former librarian. See more of her work at graceturney17.wixsite.com/mysite.(Photos by Josh Larson for From Day One)

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