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Lachlan Montgomery

The Software Market Is Not Dead, It Is Being Reborn Around AI: OpEd by Rick Sherlund

March 3, 2026March 3, 2026 by Lachlan Montgomery
Software Stack Image

With AI based systems, the user interface is more conversation. It is possible to embed the LLM intelligence engine at the core to orchestrate agents that can reason, make decisions and take actions to perform tasks traditionally performed by humans.

Categories Monty Memos Tags media & insights single post

The Enterprise Reasoning Revolution: OpEd by Matt McIlwain

February 11, 2026February 10, 2026 by Lachlan Montgomery
EnterpriseAI stock image

The tension between disruption and durability has never been greater for BOTH enterprises and the innovative technology companies serving them

Categories Monty Memos Tags media & insights single post

National Tech Priorities, Geopolitics & Capital Flows at The Montgomery Summit

February 5, 2026February 4, 2026 by Lachlan Montgomery

Greetings from Santa Monica, where we’ve been enjoying warm days and clear blue skies. With five weeks to go until The Montgomery Summit, the 2026 program is coming together exceptionally well…

Categories Newsletters Tags media & insights single post

Is Détente Afoot? Op-Ed by Marko Papic

February 11, 2026February 4, 2026 by Lachlan Montgomery
China Memo - Marko Papic

If only Nixon could go to China – as the old adage goes – can only Trump cook up a détente with Beijing?

Categories Monty Memos Tags media & insights single post

H2 2025 Innovation Economy Update

February 11, 2026January 28, 2026 by Lachlan Montgomery

AI is fueling a surge in venture capital funding—even as deal count lowers. Released this week, the J.P. Morgan Innovation Economy Update reveals the factors driving these trends and what they might mean for navigating today’s market.

Categories Monty Memos Tags media & insights single post

Technology & Companies to Watch Closely at Monty2026

January 21, 2026 by Lachlan Montgomery

The focus this year will be on the entrepreneurs building a new generation of companies. This year’s entrepreneurs and presenting companies reflect a market in transition: AI is no longer experimental…

Categories Newsletters Tags media & insights single post

Setting The Agenda for 2026

January 21, 2026January 7, 2026 by Lachlan Montgomery

As you make plans for 2026, we hope you will join us in Santa Monica on March 10th and 11th for the 23rd Montgomery Summit. As we enter the new year, we have already confirmed a lineup of…

Categories Newsletters Tags media & insights single post

Looking to 2026: Charting The Next Investment Cycle

February 4, 2026December 9, 2025 by Lachlan Montgomery

As 2025 comes to a close, the mood across the investment landscape is optimistic. However, there are two topics where optimism is constrained: liquidity and valuations. We plan to address these two…

Categories Newsletters Tags media & insights single post

The Age of Intelligence + A First Look at Speakers & Presenting Companies

January 21, 2026November 12, 2025 by Lachlan Montgomery

Massive investment in AI infrastructure continues to define this moment in technology. In 2025 alone, over $435 billion will be invested in U.S. AI infrastructure—accounting for roughly 35% of all capital…

Categories Newsletters Tags media & insights single post

Waves of Innovation: The Future Unfolds at The Montgomery Summit

January 21, 2026October 8, 2025 by Lachlan Montgomery

This October, I find myself reflecting on the great waves of innovation that have defined the past two+ decades of The Montgomery Summit. From the earliest days of the internet to the rise of mobile…

Categories Newsletters Tags media & insights single post
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