VideoVideo:CURT
The Only SaaS Moats Left in 2026
In this MicroConf presentation, Rob Walling and co-author Einar Vollset break down how generative AI undermines traditional SaaS defensibility. Analysing ten supply- and demand-side threats and drawing on examples like QuickBooks, Gusto and Stripe, Walling outlines the eight defensive moats that still protect software businesses in 2026.