VC MARKET FIT · 2026-03-15 · 1 MIN READ
Hamilton Helmer’s 7 Powers in the Age of Agents
How moats are shifting in a world of agents
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Hamilton Helmer’s 7 Powers in the Age of Agents
How moats are shifting in a world of agents
Saran Davies
and
Guillermo Flor
Mar 15, 2026
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Hey everybody, Guillermo here.
Today,
Saran Davies
is tackling a question that matters to every founder and investor in software right now:
In the age of AI agents, what is still a moat?
For years, software defensibility came from product depth, switching costs, embedded workflows, and scale. But as agents become the interface, APIs become the gateway, and…
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