Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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Content provided by Metis Strategy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Metis Strategy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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Jamie Montgomery on Why AI Applications Will Power the Next Wave of Venture Returns
Manage episode 522830222 series 2943650
Content provided by Metis Strategy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Metis Strategy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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:
Why workflow-based moats beat data moats in the new venture cycle
How application-layer companies are scaling faster with leaner GTM
The ripple effects of AI CapEx on the U.S. economy and tax base
March Capital’s bets on open-source LLMs and scientific discovery
Why Montgomery believes AI “bailed out” the U.S. and VC industry alike
304 episodes
Jamie Montgomery on Why AI Applications Will Power the Next Wave of Venture Returns
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Share
Manage episode 522830222 series 2943650
Content provided by Metis Strategy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Metis Strategy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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:
Why workflow-based moats beat data moats in the new venture cycle
How application-layer companies are scaling faster with leaner GTM
The ripple effects of AI CapEx on the U.S. economy and tax base
March Capital’s bets on open-source LLMs and scientific discovery
Why Montgomery believes AI “bailed out” the U.S. and VC industry alike
304 episodes
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Similar to Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
Redefining AI is a Three-Time Award-Winning Tech Podcast that cuts through the noise! Join Lauren Hawker Zafer, Chief Operating Officer at Squirro and Stevie Silver Award–winning creator, for a bold, thought-provoking exploration of artificial intelligence. Celebrated as intellectually rigorous, globally relevant, and truly unique, the show examines how AI shapes us socially, psychologically, and even physiologically. Each episode brings together leading academics, authors, executives, and i ...
…
continue reading
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continue reading
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…
continue reading
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…
continue reading
TechStuff is getting a system update. Everything you love about Tech Stuff now twice the bandwidth with new hosts, Oz Woloshyn (Sleepwalkers) and Karah Preiss (Sleepwalkers). Oz and Karah bring humour and wit to the table as they break down what's happening in tech...and what it says about us. TechStuff is the podcast where technology meets culture. We speak to the folks building the future to understand what tomorrow will look like and how our technology is changing us: how we live, how we ...
…
continue reading
A tech podcast for the gadget lovers and tech heads among us from the mind of Marques Brownlee, better known as MKBHD. MKBHD has made a name for himself on YouTube reviewing everything from the newest smartphones to cameras to electric cars. Pulling from over 10 years of experience covering the tech industry, MKBHD and co-hosts Andrew Manganelli and David Imel will keep you informed and entertained as they take a deep dive into the latest and greatest in tech and what deserves your hard earn ...
…
continue reading
Material is a weekly discussion about the Google and Android universe. Your intrepid hosts try to answer the question, “What holds up the digital world?” The answer, so far, is that it’s Google all the way down. Hosted by Andy Ihnatko and Florence Ion.
…
continue reading
Tom Merritt and the team help you stay up to date with an independent, authoritative and trustworthy tech news briefing. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
…
continue reading
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