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/
