The a16z Show The Inside Story of Growth Investing at a16z
253 snips
Dec 31, 2025 
In an intriguing conversation, David George, a General Partner at Andreessen Horowitz, discusses the nuances of growth investing. With experience in notable companies like Databricks and Figma, he shares insights on leveraging non-consensus views for breakout success. David breaks down unit economics and the importance of assessing long-term potential versus entry prices. He reflects on painful investment misses and explains how to navigate competition with crossover funds. Plus, he candidly discusses his personal motivations in the high-stakes world of investing.
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Edge Comes From Reframing Market Size
- Exceptional business models are table stakes in growth investing and rarely create outsized returns alone.
- Non-consensus views on TAM and future use-cases drive breakout outcomes.
Roblox: More Than A Kid's Game
- David used Roblox as an example where the market was far bigger than consensus saw.
- He argued Roblox could be a co-experience platform much bigger than a kids' game.
Underwrite Unit Economics For Scale
- At growth stage, analyze current unit economics and form a clear thesis for why they won't deteriorate as you scale.
- Prioritize companies where unit economics can improve or remain stable with growth.
