From SaaS to Space: The Defensible Value VCs Are Looking For

Building unassailable moats. In a crowded market, brilliant code alone is no longer enough to survive. This panel serves as a strategic reality check on true technological defensibility, stretching the spectrum from highly efficient, metrics-driven SaaS to high-risk engineering frontiers like Space Tech to answer one core question: How do you build a business that can’t be copied? We will explore whether defensibility now requires proprietary data loops, hardware integration, or deep infrastructure, while breaking down how VCs evaluate value across different horizons—balancing the quick traction metrics of software against the immense stamina required for Deep Tech—to reveal where the smart money is quietly moving next.