A LinkedIn post from Moonfare points to a recent webinar held with Investors’ Chronicle that focused on artificial intelligence as both a major opportunity and a source of disruption. The post highlights a panel featuring Steffen Pauls, Hamish Mair and Luke Mason, moderated by Valentina Cipriani, and notes that the discussion is available for replay.
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According to the post, the panel explored how AI is reshaping software-as-a-service business models, where defensible competitive moats may emerge and how these trends could affect private markets investors. For investors following Moonfare, this emphasis on AI and private markets may signal an effort to position the platform and its community around evolving technology themes that could influence portfolio construction, risk assessment and long-term growth expectations in private equity and SaaS-related assets.