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Mastering the Art of Creating Long-Term AI Defenses: A Guide from Disrupt 2026

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TechCrunch Disrupt 2026 Teresa Tong, Michel Tricot, Rob Toews

AI founders are facing a new competitive landscape where the biggest threat may no longer come from other startups, but from the platforms they are building on. Major releases from companies like OpenAI, Anthropic, and Google are raising questions about what happens when the features a startup has been developing suddenly become integrated into the platform.

This shift is reshaping product strategies, fundraising efforts, and company valuations within the AI ecosystem. Instead of just competing with other startups, founders now have to contend with foundation model companies that are introducing new capabilities at a rapid pace.

This change impacts strategic decisions, from product development and differentiation to capital raising and long-term value creation. The focus is shifting from simply building a feature to ensuring ownership of that feature in the face of platform advancements.

At the heart of this challenge is the question posed in the “What Happens When OpenAI Ships Your Roadmap” session at TechCrunch Disrupt 2026. This session, part of the Builders Stage, features insights from leaders Michel Tricot, Rob Toews, and Linda Tong, delving into the implications of platform advancements on AI startups.

Founders are now grappling with the risk of their products becoming features within larger platforms, rather than standalone solutions. The session explores why the future success of AI startups may depend on factors beyond just the technology, such as proprietary data, customer relationships, and domain expertise.

To address these challenges, founders need to consider how to create lasting value in a landscape where foundation models are constantly evolving. The session aims to help founders identify areas of defensibility, respond to competition from AI giants, and build companies that can withstand the evolving AI ecosystem.

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By understanding where defensibility lies and what customers value, founders can position their companies to remain relevant amidst technological advancements. The goal is to build companies that can continue to create value even as foundation models evolve.

To learn more about building defensible AI companies and navigating the changing AI landscape, founders can attend the Builders Stage session at TechCrunch Disrupt 2026. The session will offer practical insights on creating value beyond technology shifts and remaining competitive in the AI market.

By securing a pass to Disrupt, founders can gain valuable knowledge on building companies that go beyond just AI features. The event provides an opportunity to hear from industry experts on strategies for long-term success in the AI space.

As the AI industry continues to evolve, founders must focus on building companies that offer value beyond what foundation models can provide. By attending TechCrunch Disrupt and learning from industry leaders, founders can gain the insights needed to navigate the changing landscape and build lasting AI companies.

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