E359: What Charlie Munger Taught Me About Venture Capital

E359: What Charlie Munger Taught Me About Venture Capital

April 30, 2026 · 34 min · Episode 359

About this episode

In this episode, David Weisburd discusses the importance of long-term partnerships in venture capital with Jamie Montgomery.

What if the real edge in venture isn’t price—but who you choose to partner with for a decade? In this episode, I sit down with Jamie Montgomery, Co-Founder and Managing Partner of March Capital, to discuss how long-term relationships, not transactions, drive venture outcomes. Jamie explains why asymmetric upside matters more than negotiating the last percentage point, how conviction and discipline shape follow-on decisions, and why understanding your own biases is critical when doubling down. We also explore capital cycles, liquidity dynamics, and how AI is forcing every company to either reinvent itself or fall behind.

People in this episode

Host: David Weisburd

Guest: Jamie Montgomery

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Organizations: March Capital

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