Fireside with Erik Lindblad & Yariv Adan moderated by Evelina Anttila. скачать в хорошем качестве

Fireside with Erik Lindblad & Yariv Adan moderated by Evelina Anttila.

Takeaways GoWest 2026 Defensible AI Investments Investors focused on high-value, defensible AI companies, emphasizing complex applications and the importance of data and expertise. Examples included investments in robotics, factory automation, and space technology, where unique data and knowledge were critical. Commoditisation Risk There was a recognition of the commoditisation risk in enterprise automation, where many companies quickly build similar applications. This could lead to smaller, non-scalable businesses, prompting investors to seek unique, defensible opportunities. Distribution as a Competitive Advantage Distribution was highlighted as a critical factor in establishing competitive advantage, particularly in commoditised technology markets. Companies that managed to unlock effective distribution channels could turn this into a significant moat.