Jamie Montgomery: What comes after ChatGPT - quantum computing, OpenAI, and the future of venture
March Capital’s Jamie Montgomery discusses AI, VC shifts, and lessons from Charlie Munger on scaling the next tech wave.
Add us as a preferred Google source
David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artificial intelligence, and the U.S. economy. Jamie reflects on building Montgomery & Co, backing category leaders like CrowdStrike, and what it takes to advise founders through scale.
He shares why quantum computing, open-source large language models, and advanced AI sit at the centre of his investment outlook, along with lessons from a decade of weekly sessions with Charlie Munger on leadership, values, and long-term thinking. Jamie also offers a grounded view on U.S. growth, government reform, and what global investors should watch as AI drives the next wave of productivity and capital deployment.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
........
This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances.
While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.
© Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com
.jpg)
5 topics
.jpg)
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
Comments
Comments
Sign In or Join Free to comment
