Balancing R&D and Go-To-Market Spending

In this episode, Tyler Hogge & Sterling Snow sit down with David George, General Partner at a16z, where he leads the growth investing practice. Since joining in 2019, David has been at the forefront of investments in companies like Coinbase, Databricks, Figma, Robinhood and Instacart. Prior to a16z, David was at General Atlantic, where he invested in iconic brands like Airbnb, Opendoor, Slack, Crowdstrike, and Uber. David shares his unique insights into growth investing and his predictions for the future.

Chapters:

01:15 David's Path to Venture

05:30 What Makes Andreessen Horowitz Different

10:30 What He Looks For When Making Growth Investments

21:15 Focus On Inputs Not Outputs

29:30 How They Source Investments

35:10 "On TAM, Ignore the Research Reports". Here's What To Look For Instead

44:30 What It Takes To Go Public: The Three Things A Company Needs

48:56 Where AI Is Going And How He's Investing

1:01:23 Episode Takeaways

Connect With David & a16z

https://x.com/DavidGeorge83

https://a16z.com/growth/