Moats, Margins & M&A in the AI Era

Top venture investors, Corporate VCs, and corporate development leaders discuss how AI is reshaping software economics, technical defensibility, and strategic value. The conversation will explore where capital is flowing, which moats can endure as foundation models move up the stack, how margins and return profiles are changing, and what enterprise acquirers actually look for in AI-native platforms. From building category-defining companies to positioning for strategic partnerships or M&A, the panel will examine what it takes to create resilient, scalable, and strategically valuable technology businesses in today’s AI market.