David George

David George, General Partner at Andreessen Horowitz, discusses his role in building the firm’s growth investing practice, highlighting the importance of nurturing a strong team culture. He delves into AI investments, emphasizing the potential for transformative growth akin to SaaS and mobile shifts. David explores why markets often misprice consistent growth and the significance of 'pull' businesses. He also shares insights on backing technical founders and strategic deal-making, rooted in long-term relationships with entrepreneurs.

David George, General Partner at a16z, shares his journey in growth investing and the strategic dynamics of the tech and healthcare sectors. He discusses what distinguishes a16z's approach to investments, emphasizing the importance of product uniqueness and market insights. David highlights the lessons from investing in Figma, offering a unique perspective on evaluating companies. He also addresses the balance of R&D and go-to-market spending and shares his thoughts on the evolving landscape of AI and its impact on future investments.

David George, head of the a16z Growth fund, dives into late-stage investing with a focus on identifying companies poised for explosive growth. He shares his unique mental models and insights on what makes a growth company, emphasizing the significance of inputs over outputs. The conversation covers the journey to going public, the transformative role of AI, and strategic R&D spending. David also reflects on his career path, discussing lessons learned and the importance of innovative business models in today's competitive market.