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The VC view: Defensibility during the rise of AI-native companies – Square Peg VC episode artwork

EPISODE · May 5, 2026 · 28 MIN

The VC view: Defensibility during the rise of AI-native companies – Square Peg VC

from The Airwallex Podcast · host Airwallex

Shannon Scott sits down with Paul Bassat, Co-Founder of Australian VC firm Square Peg, to unpack what actually sets AI winners apart. They talk about why it’s not about chasing new tools, but tackling problems that weren’t solvable before, how founders can move quickly without losing focus, and why having strong conviction, loosely held, matters more than ever. The conversation offers a practical lens on identifying real AI opportunities, navigating constant change, and building companies that last.

What this episode covers

Shannon Scott sits down with Paul Bassat, Co-Founder of Australian VC firm Square Peg, to unpack what actually sets AI winners apart. They talk about why it’s not about chasing new tools, but tackling problems that weren’t solvable before, how founders can move quickly without losing focus, and why having strong conviction, loosely held, matters more than ever. The conversation offers a practical lens on identifying real AI opportunities, navigating constant change, and building companies that last.

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The VC view: Defensibility during the rise of AI-native companies – Square Peg VC

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How long is this episode of The Airwallex Podcast?

This episode is 28 minutes long.

When was this The Airwallex Podcast episode published?

This episode was published on May 5, 2026.

What is this episode about?

Shannon Scott sits down with Paul Bassat, Co-Founder of Australian VC firm Square Peg, to unpack what actually sets AI winners apart. They talk about why it’s not about chasing new tools, but tackling problems that weren’t solvable before, how...

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