• Plenary

The AI Reset: What Software Companies Must Become

October 15, 2026 · 12:30 PM – 01:20 PM
Main Room

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Moderator

Douglas Soltys

Douglas Soltys

Founder & Editor-in-Chief

BetaKit

Panelists

Allen Lau

Allen Lau

Co-Founder & Operating Partner

Two Small Fish Ventures

Co-Founder

Wattpad

Acquired by Naver Corp. for C$754M

Alexander Johnson

Alexander Johnson

Partner

Hg Capital

Margaret Wu

Margaret Wu

Lead Investor

Georgian

Harry Worb

Harry Worb

VP, Head of Investments

Beacon Software

AI is fundamentally reshaping software economics, customer expectations, and competitive advantage. Rather than debating whether SaaS is "dead," this discussion explores how founders are adapting their businesses, rebuilding moats, and creating durable enterprise value in an AI-native world.

Session Focus:

  • How AI reshapes software economics
  • Rebuilding defensibility and moats
  • Emerging AI-native business models
  • What investors now expect

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