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Every incumbent in enterprise software says the same thing: decades of proprietary data and workflow lock-in make them impossible to dislodge. Caitlin Leksana is betting that's exactly the kind of confidence that goes extinct once AI agents can do the job end to end – and Rocio Wu backed her with millions of investor dollars to prove it. In this session, Caitlin and Rocio debate whether a 'moat' still means anything in enterprise software, or whether it's just what the losing side says on the way out.

Betting against the moat

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