Fireside with Erik Lindblad & Yariv Adan moderated by Evelina Anttila.
Автор: GoWest - Nordic Venture Capital Forum
Загружено: 2026-02-17
Просмотров: 17
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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.
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