41 | How Software Buyers Evaluate Defensibility in an AI World
AI has changed what buyers consider a defensible software business, and the gap between companies that command a premium and those facing a potential discount is widening. For founders, where your software sits in the AI stack now shapes valuation almost as much as growth does. In this episode, managing directors Mike Lyon and Miles Lacey discuss what makes software essential rather than replaceable, the questions buyers ask in diligence to test defensibility, and the steps founders can take to strengthen their position. If you are not sure where your business lands, it is a conversation worth having early.
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