Why this dialogue matters now?
The old VC math is breaking. Startups now require massive upfront investment in "Compute Capital" - the millions needed for GPUs and training runs—long before they find a single customer. This changes the risk profile entirely. Furthermore, with the rise of powerful foundational models, the traditional idea of a software "moat" is being questioned. VCs are engaged in a fierce debate about the new "Moat Mathematics" required to underwrite these deals.
What you'll walk away with:
A clearer investment thesis for the AI age. Investors will gain frameworks to analyse the new business models, understand the right questions to ask about moats and unit economics, and refine their own strategy for finding alpha in a crowded market.
Founders Stage
Hall 2, Singapore Expo
