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, a General Partner at Andreessen Horowitz and a key player in backing notable startups like Stripe and SpaceX, dives into the evolving landscape of AI and growth investing. He discusses how private markets can generate significant value and the enduring importance of revenue amidst AI advancements. David emphasizes the unique strategies in identifying and supporting exceptional founders, the dynamics of winner-take-all markets, and the potential of AI to reshape productivity and company valuations.

David George, a16z General Partner focused on growth-stage AI and enterprise software, outlines how AI reshapes private markets. He discusses why companies stay private longer. He covers massive AI infrastructure capex, falling model costs and rapid capability gains. He explores pricing and monetization experiments, durable use cases, and how portfolio construction adapts to this new AI landscape.

David George, a General Partner at Andreessen Horowitz, leads a team known for investing in transformative companies like Stripe and OpenAI. He discusses why larger funds can outperform smaller ones and the strategic advantages of staying private longer. The conversation touches on the evolving landscape of AI investments, the importance of founder strengths, and how revenue and margins are shifting in this new era. George also reveals insights on missed opportunities like Anthropic and defends the controversial $300M investment in Adam Neumann's Flow.

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.