David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth

Summary

My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era – including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI – and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abri…

Key takeaways

• Ramp uses AI to automate 85% of expense reviews with 99% accuracy, saving companies 5% on average.
• David George of Andreessen Horowitz emphasizes the importance of investing in market leaders and the potential of AI to create massive companies.
• The investment philosophy at Andreessen Horowitz focuses on product insights, market insights, and people insights, with a preference for 'technical terminator' founders.

Why this matters

Understanding the strategic approaches and investment philosophies of leading firms like Andreessen Horowitz can provide valuable insights into how to identify and capitalize on emerging market opportunities, particularly in transformative sectors like AI.

Entities

Show notes

My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era – including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI – and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a16z growth practice. He shares how he recruits and builds his team a

Themes

• openai
• investing