Jamie Montgomery on Why AI Applications Will Power the Next Wave of Venture Returns

December 5, 2025

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About the Guest

Jamie Montgomery

Founder & Managing Partner of March Capital

Jamie Montgomery is the Founder and Managing Partner of March Capital, a leading growth equity firm based in Santa Monica. With over a decade of leadership at March and prior experience founding The Montgomery Summit, Jamie has played a pivotal role in scaling high-impact companies in AI, cybersecurity, and enterprise software. His firm has backed category-defining names like CrowdStrike and is now investing in emerging areas such as industrial superintelligence and open-source LLMs. Montgomery is also known for fostering a unique founder-VC-CIO ecosystem through his 20+ years of convening The Montgomery Summit.

Episode Overview

What if the most defensible companies of the AI era aren’t the ones building the infrastructure—but the ones using it to rethink workflows?

In this Technoventure episode, Peter High speaks with Jamie Montgomery, Founder and Managing Partner of March Capital, about why the firm is investing heavily in the AI application layer—not chips, not clouds, but the companies delivering real task-based outcomes.

Key topics explored: