As AI reshapes the technology landscape, a critical question is emerging: where will value ultimately accrue? The Battle for the Moat: Where Is Value Migrating? brings together leaders to examine the evolving economics of the AI stack, from foundation model providers and cloud hyperscalers to application builders and enterprises with proprietary data and workflow intelligence. The discussion will explore whether competitive advantage lies in models, distribution, orchestration, or contextual enterprise knowledge. Attendees will gain insights into how AI is redefining value capture, market power, and differentiation in an era where innovation is accelerating, costs are compressing, and sustainable moats are continuously shifting.
Key Pointers:- Are foundation models becoming commodities?
- The battle between model, platform, and application layers
- Why proprietary workflow context may be the strongest moat
- Distribution vs. innovation: who captures the most value?
- The rise of AI-native applications and vertical solutions
- How enterprises can monetize data, workflows, and institutional knowledge
- Open-source models and their impact on competitive advantage
- The role of orchestration platforms in value capture
- Shifting economics of AI infrastructure and inference
- Predictions on where long-term enterprise value will concentrate in the AI era
