Rebuilding the Software Stack in the Age of AI (Invite only)

Public markets are entering a new phase of disruption as artificial intelligence reshapes how software is built, deployed, and monetized. For investors, understanding the AI stack increasingly requires a broader perspective on how capital, compute, data, and software architecture are evolving. This panel will explore how these shifts are redefining defensibility across the software landscape, from legacy SaaS companies to emerging AI-native platforms and workflows. Panelists will discuss what lasting competitive advantages look like as AI adoption accelerates, and how investors can evaluate companies as the industry moves from experimentation toward scalable commercial use cases.