March Capital

Moderating this panel at The Montgomery Summit was one of the most thought-provoking conversations I’ve had on the future of AI. We’ve spent the last few years talking about generative AI, but we’re now entering a new phase—one where AI agents are not just generating content but autonomously reasoning, interacting, and making decisions. This "Agentic" phase has massive implications for businesses, and it was incredible to hear from industry leaders who are actively navigating it. I had the privilege of speaking with Katya Andresen (The Cigna Group), Umesh Sachdev (Uniphore), Rotem Alaluf (Wand AI), and Chris Bedi (ServiceNow)—each of whom is driving real-world AI adoption at scale. Some of the key themes that stood out: - Agentic AI isn’t just about efficiency; it will unlock entirely new revenue opportunities and fundamentally change how businesses operate. - Enterprise adoption is still complex. Organizational inertia, integrating with legacy systems, and proving clear ROI remain some of the biggest barriers. - Leadership buy-in and change management are just as important as the technology itself. - Healthcare is a prime example of how industries are taking a measured approach. AI is already improving patient experiences and driving efficiencies (note our investments in Suki and OVERJET), but companies are being careful to avoid direct AI-led diagnosis or treatment decisions. The idea of fully autonomous AI-run companies isn’t science fiction. Rotem shared a framework for AI autonomy and predicted that we’ll see the first truly autonomous companies within the next year. Despite AI’s rapid evolution, the most effective implementations today are still AI-human collaborations. In many cases, the best outcomes come not from full autonomy but from AI augmenting human expertise. AI is becoming the backbone of modern enterprises. If you’re thinking about how to integrate AI into your business, this session is a must-watch. 📺 Watch the full discussion here: https://lnkd.in/giCTYxdf I’d love to hear from others—where do you see agentic AI having the biggest impact? Let’s continue the conversation. #MontySummit #AI #AgenticAI #EnterpriseAI

At The Montgomery Summit, I had the pleasure of leading a conversation with Rami Karabibar (Co-Founder & CEO of EvenUp), Michael Nally (CEO of Generate:Biomedicines), Michael Bergin (Co-Founder of Higharc), and Mark I. Lee ⚡(Founder & CEO of MarqVision (YC S21)), in a panel titled "Services as Software: Emerging Vertical Markets for AI". The main question was: Vertical AI opportunity is clear. How can teams build and scale durable businesses? Here were the main takeaways: Solve Pain Points Within Existing Workflows - Existing vertical workflows have a treasure trove of critical processes that can be improved by AI. Focus on those – instead of pitching a new way of doing things, deliver better, cheaper, and faster outcomes within existing processes to unlock scalability. Build a Diverse Team - A diverse team with both functional domain expertise and technological know-how is crucial. Understand your customer’s business better than they do and leverage AI to solve their most important problems. Adapt to the Customer - Copy legacy UI if you have to… Vertical businesses typically have systems and processes they’ve grown accustomed to. A major bottleneck with vertical SaaS adoption was convincing customers to ditch their trusty pen and paper and learn a new user experience. No need to do that again – make your system feel intuitive and familiar to reduce sales friction. Listen - You can now build multi-billion-dollar platforms within a vertical. Listen to your customers - they will tell you what your next products should be, and what your platform will look like. I had a great time moderating this conversation. Full discussion can be found here: https://lnkd.in/g8NntWCC cc: March Capital, Lucas Pino

🎉 It's exciting to see Suki’s vision recognized on a national stage! CBS recently aired a segment across 100 stations highlighting how Suki is transforming healthcare by reducing administrative burdens and helping clinicians focus on what matters most—their patients. We’re proud to back Suki as they continue to bring joy back to medicine through AI-powered innovation. Check out the feature here: https://lnkd.in/ebuRbejq #AI #HealthcareInnovation

Honored to judge the SXSW Pitch Competition alongside Marcos Fernandez, Gail Christine Gannon, and Akif Malik. An incredible privilege to witness the next generation of startups shaping the future—exciting, inspiring, and full of hope! Huge thanks to Michael Ye, Chris Valentine, Michelle Murdough for making it all happen.

Had an amazing time moderating Cybersecurity: Where Leaders are Buying, Building, & Partnering with Steve Dispensa (Microsoft), Richard Watson (EY), Rinki Sethi (CSO/Board Member), and Rehan Jalil (Securiti) at the 22nd annual The Montgomery Summit.   Key takeaways from our discussion:   Opportunities for Investors: 🔹Agents - "We're about to enter a world of agentic AI… you're going to see an enormous amount of investment into governing those machine identities" 🔹Rise of Data Security - "A really urgent issue" as enterprises require new levels of visibility and controls on the data used by AI, both unstructured and structured 🔹Third Party Risk - Assessments are a great use case for AI. Enterprises have 10,000+ third-parties and the average assessment takes 45 hours 🔹User Access Reviews - "a very manual process" that can be automated with AI, while moving closer to least privilege 🔹Security Operations - SOCs are "underwater." AI will be able to prioritize alerts, automate investigations, and suggest remediations 🔹Vulnerability Management - a "last mile" problem involving coordination with asset owners and a "perfect use case for AI" 🔹OT Security - "some of the world's largest manufacturing, utility, and oil & gas companies still don't have privileged access management (PAM) in their operational technology environments"   Recommendations for Executives: 🔹Securing AI - think "about AI as a system, not AI as a model." Security professionals have begun aligning with industry frameworks such as OWASP 🔹Adoption within the Security Org - "AI is a forcing function to get our house in order" …. "we need to go reinvent our programs… if you don't, your talent won't be upskilled and you'll be way behind a few years from now" 🔹Budgets - "people budgets are not growing the way they used to"… so with AI "there's an opportunity to do more with less" 🔹Shadow AI - many enterprises "are still in denial that they actually have much AI in their organization"… look into employee use of third-party software that leverages AI.  Discover, assess, and secure.   Insights for Founders: 🔹Value Selling - help your buyer frame a purchase as "a much broader value argument" such as business enablement, employee productivity, or cost reduction 🔹Align Incentives - partnership success can only occur if "a seller makes a commission, or the CEO can actually show revenue growth happened because of the partnership". With consultancies, think how you can help them "drive services revenue, be part of a managed service, or do something with the data you're producing" 🔹Activate Partnerships - the real work happens after you sign a contract. Make sure there's coordination across field engagement, technology integration, and co-marketing 🔹Be Nimble - for example, "if you pigeon hole yourself into only one provider too early… it can be difficult to expand the market" Full discussion: https://lnkd.in/gKmWbR_x

🚀 AI is Transforming Enterprises, but Adoption is Lagging AI has the potential to automate 50-70% of tasks and drive $17-25 trillion in economic impact by 2030. But here’s the reality: ⚠️ Only 10% of enterprises have scaled AI beyond pilot projects. ⚠️ Only 5% have fully deployed AI end-to-end in workflows. ⚠️ Despite AI’s superhuman performance in benchmarks (math, reasoning, coding), most enterprises haven’t monetized GenAI at scale. Why? It doesn't seem to be the technology—it’s "enterprise inertia". 💡 Here are some of what I believe were key takeaways from Lari Hamalainen of QuantumBlack, AI by McKinsey’s session at The Montgomery Summit last week: 🔹 AI Adoption Is Stalled by Organizational Barriers – The biggest challenge isn’t the technology, but resistance to change, poor integration, and lack of clear ROI. This is even a challenge among the world’s largest software firms. 🔹 AI Agents Are Replacing Traditional Workflows – AI is moving rapidly from assistive copilots to fully autonomous decision-makers. Companies like ASAPP, ThoughtSpot and Factory are proving that AI-native workflows can replace legacy tools entirely. 🔹 Enterprise AI Winners Will Emerge in the Next 5 Years – In past tech shifts (cloud, mobile), early movers gained a massive competitive edge. AI adoption will follow the same pattern—companies that delay adoption risk losing market share to AI-first competitors. 🔹 The Biggest AI Payoff Will Come from Business Model Reinvention – Most AI adoption today is incremental (task automation), but the real value lies in radical AI-first redesign of enterprise systems. Companies that embrace AI-first decision-making will see 2x+ productivity gains. 🔹 AI Literacy & Trust Are Make-or-Break Factors – Companies that invest in AI education and trustworthy AI systems will lead the market. ThoughtSpot, for example, is certifying 100% of employees in AI literacy to drive adoption at scale. 🔥 Big Bet: The Next Five Years Will Separate AI Winners from AI Laggards. It's possible the companies that invest in AI-native business models today will own their industries by 2030. The question is: which companies will lead and which companies will be left behind? You can watch the full session, and hear directly from Lari's incredible panelists Matan Grinberg of Factory, Ketan Karkhanis of ThoughtSpot, Priya Vijayarajendran of ASAPP at the link below #MontySummit #AI #digitaltransformation #agents #innovation #aiadoption

💻 The Era of Quantum Utility is here... and we're just living in it 🟪 I enjoyed this insightful panel at #Monty2025 highlighting the inflection point we're seeing in quantum computing today. Bravo to IBM’s Emily Fontaine, Global Head of Venture Capital, and Jay Gambetta, VP of IBM Quantum for moderating. Big thank you to panelists Matt Langione (BCG), Tennin Yan (Qunasys), Michael Hush (Q-CTRL), and Román Orús (Multiverse Computing). Highlights: 🔷 IBM’s Utility Scale – IBM has deployed over 75 quantum computers globally, with 13 currently operating at "utility scale" (100+ qubits) with the potential to revolutionize chemistry, materials science, finance, and machine learning. 🔷 Up to $850B in Quantum Value – According to BCG's latest forecast, quantum computing has the potential to create between $450-$850B in value for end users at maturity, translating to a $100-$200B market for quantum technology providers. A big thank you to Matt Langione, Global Head of Quantum for Boston Consulting Group (BCG), for diving in on this. 🔷 Growing Startup Ecosystem – IBM has built the world’s largest network of quantum startups, with 45+ members today. Q-CTRL, QunaSys, and Multiverse Computing are creating specialized software that are crucial to realizing “quantum advantage” in the next 2-3 years. I’m excited about how the software stack evolves going forward. Link to the full discussion here > https://lnkd.in/g-mMWtYk #QuantumComputing #IBMQuantum #Monty2025

It was a pleasure to be on the panel that kicked off all things #AI at #monty2025 last week. Thank you - Pierre FERRAGU (New Street Research) and amazing fellow panelists Jamie de Guerre(Together AI), Brian S. Raymond (unstructured.io) and Keith Strier (AMD)🙏 Here are my observations: 🔹 AI infrastructure is evolving at breakneck speed and will continue to redefine how enterprises innovate. 🚀 🔹 General-purpose compute is likely to win in the long run over purpose-built ASIC. 💡 🔹 Everything will be AI-first—just like SaaS and apps became inevitable. With costs coming down, enterprises will keep innovating. ⚡ 🔹 DeepSeek represents a massive step forward, and the AI ecosystem will only become more efficient with time. 🔄 🔹 Data is the foundation of all AI—organizations are racing to certify their data for fine-tuning. Facts are Facts - both structured & unstructured data must come together for AI to deliver real value. 📊 At Acceldata, we’re embracing AI in an unequal way— our developers, marketers, sales, and customer success teams are set to become more efficient, productive, and impactful than ever imagined. 💪 This is just the beginning. 🚀 #AI #AIInfrastructure #Innovation #Data #TechEvolution #TheFutureIsNow #acceldata #AgenticDM #AgenticDataManagement #monty2025 Mahesh Kumar Mike McQuaid 🤝 Ramon Chen Rajan Mehra Ravi Rajamony George Mathew Abhishek Shukla Ashwin Rajeeva Raghu Mitra Kandikonda Hitesh Gupta Ashish Vaswani Andrew Ng

Really enjoyed this "rocketship" of a panel discussion at The Montgomery Summit last week! 🚀 Special thanks to Shahin Farshchi at Lux Capital for moderating. We were so glad to host Thomas Mueller (Impulse Space), Laura Crabtree (Epsilon3), and Ian Cinnamon (Apex - Spacecraft Manufacturing) on the Blue Room stage to discuss the commercialization of space, which McKinsey & Company projects could reach $1.8T by 2035. My key takeaways: 🔷 Commercial Expansion - Space is moving from government-centric to commercially-driven. Launch reliability and frequency is improving, and that enables a whole new ecosystem of new potential payloads: better earth observation/detection, better materials testing, and more. 🔷 Dual-Use Realities - While public/private collaboration is growing, the practicality of “dual use” applications is nuanced. We already see “dual use” in standardizing platforms and payloads, as Impulse and Apex are building. Software and comms have traditionally been made-to-order, and we are still in the early innings of defining “dual purpose” use cases. 🔷 Software’s Critical Role - Despite the complexity, most space mission planning is still done in 3-ring binders and Office365. There is significant untapped potential across the software stack for program management, launch ops, manufacturing, and design. I encourage you to watch the full panel discussion! Link is in the comments below. #SpaceEconomy #Innovation #Aerospace #Monty2025 #MontySummit

The Science Corner has never been brighter at The Montgomery Summit. AI’s impact on scientific discovery, life sciences, radiology, and longevity all took stage with some incredible discussions: (i) Geoffrey von Maltzahn on "Rethinking Scientific Discovery" (ii) Generate:Biomedicines (Michael Nally) & Athos Therapeutics Inc (DIMITRIOS ILIOPOULOS) on "Gen AI in therapeutics" (iii) Harrison.ai (Dimitry Tran) & Rad AI (Jeff Chang) on "AI meets Cancer" (iv) Retro Biosciences ("Joe Betts-LaCroix") on "The Future of Human Longevity" Beyond the panels, I had the chance to host a fantastic healthcare dinner with David Orlandella with some of the best minds in the space—an inspiring close to a great summit. A huge thank you to Pradeep Khosla, UC San Diego, Troy Fukumoto, D.A. Wallach, Thore Graepel, Sandro Salsano, Quentin Hardy, Matt McIlwain, and everyone who played a role in making this possible. Grateful for the collaboration and excited for what’s ahead!