Montgomery Summit 2025: AI, Scalability, and the Future of Workflows

Last week, the Montgomery Summit brought together 1,150 investors, tech executives, and entrepreneurs at the Fairmont Hotel in Santa Monica. From Silicon Valley and New York to Canada and India, every room buzzed with discussions about AI — its vertical applications, scalability, and workflow optimization. Advanced companies were echoing how agenting AI is transforming operations, making those lagging behind feel the FOMO — not just in the room, but on their balance sheets.

Service-as-a-Software: Emerging Vertical Markets for AI

This invite-only summit, hosted by Jamie Montgomery, the cofounder and managing partner of March Capital, has become a key event for private companies, investors, and thought leaders to discuss industry trends and form high-value connections.

From LLMs to Longevity

Day one was packed with industry-shaping conversations, including talks from Michael Milken, Deepak Chopra, and leaders from J. Paul Getty Trust, ServiceNow, Cigna, and March Capital. But one of the most unexpected talks? Deepak Chopra and Michael Milken connecting quantum physics, longevity, and Large Language Models (LLMs) in the same breath ([see full talk here]). If you had “AI-powered spiritual enlightenment” on your 2025 tech bingo card, you might just have won.

Health, Happiness & Prosperity: A Conversation with Dr. Deepak Chopra & Michael Milken

Chopra introduced DeepakChopra.ai, an LLM trained on everything he has ever written, spoken, or taught — pulling from 98 books, decades of talks, and research to create an AI-driven model that provides personalized content on health, longevity, and quantum physics. But this goes beyond wellness — it’s a blueprint for enterprises.

On an enterprise level, an LLM can be trained on the collective intelligence of an entire organization — a model that doesn’t just store data but actively synthesizes decades of institutional knowledge into an interactive, decision-making tool. Whether it’s financial firms codifying their own investment strategies, healthcare providers creating AI-powered nurse practitioner (like the one we built for NexaPoint Health), or companies embedding their operations into AI-first systems, the real value lies in scaling wisdom, not just automating processes.

This shift was underscored by Lari Hamalainen from McKinsey, who noted that while GenAI agents are often overestimated in the short term, the long-term operational reinvention they will drive is still vastly underestimated. Enterprises will have to rethink their entire structure around an “AI-first” model, starting with specific workflows and scaling up to full operational transformation. This is exactly the approach we’re taking at Alpha Trend with AI-driven healthcare and other enterprise-level solutions.

The evening wrapped up with a stunning Getty Center reception and private art tour — March Capital and the Getty team delivered an exceptional experience, blending culture with capital in a way that only Montgomery can.

Getty Center Welcome Reception

AI’s Transformation Across Industries

Day two was as dynamic as the LA storm outside — umbrellas in hand, yet inside, conversations were electrified by AI’s impact. From fintech to healthcare, companies showcased how AI-driven workflow automation is unlocking new levels of efficiency. It was great to see familiar faces from LA and connect with new industry leaders from out of town.

The day ended with a closing reception at the Bungalow, followed by an exclusive Healthcare AI dinner where Alpha Trend joined domain experts. The discussion underscored the growing momentum in healthcare innovation, with each company taking a unique approach yet all driving meaningful, real-world impact. Some notable companies in attendance were groundbreaking Triage AI, which is redefining dermatology with its patented AI-powered skin condition detection, and a2z Radiology AI, which is leveraging deep learning to analyze hundreds of clinical findings per scan, ensuring no disease goes undetected.

The energy was clear — AI isn’t just an enhancement; it’s a fundamental shift in how industries operate. Companies that aren’t integrating it at scale will soon feel the gap, not just in missed opportunities but in measurable financial impact.

A huge thanks to March Capital team and our friend Mr. Dharwarkar at Cadenza Capital for making this experience possible. The conversations, connections, and insights from Montgomery Summit 2025 will shape the next wave of innovation.