Saleh Alowayed is an Investment Manager at the Elm Investment Division. As an experienced financial analyst, he has a demonstrated history of working in the investment management industry. Saleh brings a technology investor lens to AI adoption and its implications for organizations. Drawing on his experience evaluating technology companies and enterprise digitization opportunities, he will reflect on how software investment may evolve from previous technology shifts, such as the mobile and cloud eras, where new infrastructure enabled entirely new business models. He will explore how AI may reshape software defensibility and competitive moats, placing greater importance on proprietary data, workflow context, network effects, and execution capabilities.