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.

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
Kavit Haria, Co-Founder and CEO, House of Arāya
Manny Singh, Arāya Ventures