March Capital: The View From LA and the AI Innovation Economy

10.15am – 11am AEST, 16 September 2025 ‐ 45 mins

Session

Since the launch of ChatGPT in November 2022, AI-related investment has been largely at the infrastructure layer, with ‘hyperscaler' spending already well reflected in public market valuations. March Capital, an early growth investor based in Santa Monica, believes the next wave of value creation will emerge at the application layer—just as it did in prior technology cycles such as mobile and cloud. Today, this opportunity is almost entirely confined to the private markets. Jamie Montgomery, Co-Founder and Managing Partner at March Capital, will share his perspective on why families should consider strategic exposure to what may be a once-in-a-generation wealth creation event.