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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