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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

Dec 2, 2025 · 1h 7m
AI Summary
  • David George leads a16z's growth investing practice backing major companies (Databricks, Figma, Stripe, OpenAI) and new AI startups (Cursor, Harvey, Abridge) with a non-traditional decision-making approach
  • Framework for investing across the entire AI stack from foundational models to applications, drawing parallels to past platform shifts like SaaS and mobile
  • Emphasis on winning competitive deals through early founder relationships and building a high-performing team culture

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