Investing in AI: 

Moats & the AI Workforce

With John Carbrey, Founder & Managing Director

As AI reshapes every industry, investors need a sharper lens to distinguish enduring businesses from passing hype. In this session, John Carbrey unpacks what truly makes an AI company defensible—and how the emergence of the AI workforce fundamentally changes the equation. In this one-hour deep dive, John draws on insights from FutureSight’s extensive portfolio to help you navigate the increasingly complex AI landscape. You’ll walk away with a refreshed perspective on competitive moats, including:

  • Specific Intelligence — AI tailored to a particular industry, role, and customer.
  • Institutional Memory — Knowledge embedded within systems that compounds over time
  • Learning Loops — Continuous improvement driven by customer-specific feedback
  • Process Time Collapse — Integration into mission-critical workflows to dramatically reduce time-to-outcome
  • Context Access — Systems that leverage context once held exclusively by humans

Expect a clear, practical framework for identifying which AI companies are built to last—and which are not. 

 📅 May 14, 2026 · 🕐 1–2 PM ET

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About FutureSight

FutureSight cofounds and funds vertical B2B AI software companies with values-driven, proven founders. 

Our level of investment into human capital is unmatched in the venture capital industry. With venture success tied to human capital not financial capital, our model provides founders with a day-to-day active operating and strategic partner driving the highest value creation in the asset class.

The Rise of the AI Workforce

The way work gets done is changing. Knowledge workers represent a ~$5.5 trillion labour market and B2B software has grown into a $230 billion industry built to serve them. But a new category is emerging at the intersection of both.

The AI Workforce is replacing traditional software and human labour with intelligent, autonomous systems, capturing value from both markets simultaneously.

FutureSight back founders who see this shift happening and are building the infrastructure, tools, and companies that will define how enterprises operate in an AI-first world.

Voices from our Ecosystem

Investor Insights

"As a Limited Partner, we are very satisfied with our partnership with FutureSight. They keep us consistently well-informed on the portfolio performance, but what truly sets them apart is the opportunity to actively engage with their ventures. FutureSight continues to prove themselves as a transparent and collaborative partner."

     - Jason Schuy

Justin Mason quote: A venture studio that pulls the work out of you

Founder Experience

“FutureSight is not a push model, but a pull-driven approach that tests both the idea and the founder, providing clear structure, resources, and guidance through ideation and validation. It offers high-impact support while keeping founders fully accountable, within a high-IQ, high-EQ, low-ego culture where success comes from doing the real work”

        - Justin Mason, Co-Founder & CEO, CaringAI

What is a Venture Studio

A venture studio is an institutional cofounder that proactively invests in and builds ventures by using the expertise of a central services organization and playbooks for repeatable venture building.

We systematize the early journey for founders. By clearing common hurdles, founders can focus on what really matters: creating breakthrough companies that change industries.

Portfolio Companies

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