Leading a16z's Growth Fund: David George On Investing Now and In the Future | Ep 13, IO Podcast
The IO Podcast: Investor + Operator · Sterling Snow and Tyler Hogge
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Show Notes
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/