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Leading a16z's Growth Fund: David George On Investing Now and In the Future | Ep 13, IO Podcast
Manage episode 439138422 series 3460025
Sterling Snow and Tyler Hogge, Sterling Snow, and Tyler Hogge에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sterling Snow and Tyler Hogge, Sterling Snow, and Tyler Hogge 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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/
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