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.

David George, a General Partner at Andreessen Horowitz, shares his journey from Kentucky to leading growth investing at a16z. He discusses common misconceptions about growth investing, emphasizing that strong business models are merely table stakes. David reveals insights on portfolio construction and the importance of scenario planning amidst new market players. He also contrasts 'pull' vs. 'push' strategies in growth investments, shedding light on the significance of unit economics and recognizing standout founders in today's competitive landscape.