SUMMER LOUNGE - When the Agent eats the Moats

​SUMMER LOUNGE

​When the Agent eats the Moats - What actually stays defensible when the agent does the work, and how to tell a real moat from one the next model release will erase.

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​Theme

​Most of what gets pitched as a defensible moat was built for a world where software was the unit of value, and that world is ending. When the agent does the work, what actually holds? We look at where durable defensibility still lives in an AI-native market, and how investors can tell a real moat from one the next model release will erase.

​The conversation

• ​Why most agentic AI moats won't survive the next model release

• ​Embedded judgement, domain depth, and regulated trust: the moats that hold

• ​The system of record, the moat that holds only for now

• ​What this means for how investors diligence AI companies today

​Speakers

• ​Rupa Popat, Founder and Managing Partner, Arāya Ventures

• ​Nicolas Trésegnie, Co-founder, Capably

• ​Manny Singh, Arāya Ventures