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  1. RAISE Summit42 min

    Merantix, BlueBridge, NEXT AI & Balderton: Moats in the Age of AI Separating Winners from Wannabes

    Solène, Nicole, Moody, Max, Breeze, Lina, Bianca

    Solène of Baldur Capital moderated a panel with industry leaders from Bluebridge, Mirantics, and Next.ai to dissect the evolving nature of AI competitive advantages as unstructured data becomes automated and model volatility increases. The discussion highlighted that sustainable moats now rely on human engineering, complex legacy system integration, and strong distribution networks rather than proprietary data or static wrappers. Participants emphasized that investor success signals center on team tenacity and founder vision, urging founders to prioritize solving tangible, high-stakes problems over theoretical defensibility strategies.