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20VC: a16z's David George on How $BN Funds Can 5×, Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z
David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. 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.
AGENDA:
03:05 – Why Everyone is Wrong: Mega Funds Does Not Reduce Returns
10:40 – Is Public Market Capital Actually Cheaper Than Private Capital?
18:55 – The Biggest Advantage of Staying Private for Longer
23:30 – The #1 Investing Rule for a16z: Always Invest in the…
The skinny
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