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David George

19 statements across 2 episodes · 9 bullish · 2 bearish · 1 people on the record · first statement Jul 19, 2021 by David George · said 21 times in 12 episodes since 2021 · across every show →

On the record as a speaker too: David George's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (16), Anish Acharya (2), Logan Bartlett (1), Everett Randle (1)

tap a year for its mentions
0083156202120222023202420252026episodesmentions
036202120222023202420252026episodes it came up in
001.332.56202120222023202420252026episodesmentions per episode
2026 13 mentions in 6 episodes 2 per episode
2025 3 mentions in 3 episodes 1 per episode
2022 1 mention in 1 episode
2021 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about David George, oldest first

Jul 19, 2021 neutral
Insight
George: Market leaders capture the vast majority of tech sector market cap
“And so we actually think most many or most tech markets play out in market cap in a similar way where the leader captures the vast majority of the market cap creation.”
David George Jul 19, 2021 ▶ 15:59 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 bullish
Prediction Not checkable as stated
George: Celonis will deliver sustained high growth without aggressive cash burn
“I think their business model is fantastic. I would view their future as very elevated levels of high growth with high returns on capital, and, you know, there's not some looming intense competitive threat that makes them think that they should aggressively go …”
David George Jul 19, 2021 ▶ 10:36 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 neutral
Insight
George: Holding larger fund reserves naturally achieves temporal diversification
“Reserves are one way that you achieve temporal diversification. If you have more of your fund in reserves, you know, that stretches the deployment cycle of your fund over, you know, five years instead of two years, or whatever the number is, that naturally pro…”
David George Jul 19, 2021 ▶ 18:31 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 positive
Disclosure
George: Passing on Qualtrics over price was my most painful miss
“The most painful one is probably Qualtrics. Which, I mean, look, it's killer founders, and yeah, I remain friends with the guys. We turned it down based on price when I was at GA.”
David George Jul 19, 2021 ▶ 17:22 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 neutral
Assertion Supported
a16z Growth Fund's investment committee consists of just three partners
“We have a three-person investment committee. It's Mark, Scott Cooper, and me for the growth fund.”
David George Jul 19, 2021 ▶ 21:21 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021
Insight
George: Hyper-competitive, sticky markets justify sacrificing unit economics for growth
“There are instances where I'll tell founders that it would make sense to relax their criteria and maybe spend a little bit more in the name of growth. If it's a hyper competitive market and it ends up being a super sticky customer base over time,”
David George Jul 19, 2021 ▶ 10:20 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 neutral
Insight
George: SPACs only work if founders are genuinely ready to operate publicly
“The thing that I say to them always is it's a totally fine path to go down as long as it's not seen as a milestone and you're just ready to be a public company, you know, after you're done with it.”
David George Jul 19, 2021 ▶ 26:06 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 negative
Disclosure
George missed DoorDash by underestimating unit economics and localized network effects
“I missed a lot in DoorDash, not just the unit economics, you know, the power of the market size, the localized network effects, and probably most importantly, the best founder in the space building in that area.”
David George Jul 19, 2021 ▶ 7:29 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021 positive
Prediction Not checkable as stated
a16z Growth uses 5-7 year horizons to absorb entry valuation errors
“So we think in five to seven year terms and try not to worry if we're off by a year or two on the valuation, like that's a risk that I'm willing to take.”
David George Jul 19, 2021 ▶ 16:48 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Dec 15, 2025 positive
Assertion Supported
David George says no public CEO he knows regrets going public
“So, you know, I tell our CEOs all the time, I've been fortunate to work with a bunch of public companies. Never one of them has said, I regret going public.”
David George Dec 15, 2025 ▶ 7:31 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 neutral
Opinion
Only five founders globally justify paying growth-stage valuations at early stages
“The kinds of people like that, that warrant an investment decision, you know, a thought process like that, I think are extremely small. I mean, the list is five people, I think.”
David George Dec 15, 2025 ▶ 19:25 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 neutral
Insight
Return on invested capital is the single best metric for evaluating companies
“The number one way to measure a company is ultimately return on invested capital.”
David George Dec 15, 2025 ▶ 32:57 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Prediction Not checkable as stated
Independent AI application software companies will win across almost every category
“We fully changed our mind. I think there's going to be application software companies built on top of models in pretty much every direction.”
David George Dec 15, 2025 ▶ 1:00:20 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 negative
Insight
Traditional SaaS margins in an AI pitch indicate low AI feature usage
“If we ever see a company that pitches us as an AI company, and they have SaaS gross margins, we ask a lot of questions because it probably means that people aren't actually using the AI features.”
David George Dec 15, 2025 ▶ 45:11 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Prediction Not checkable as stated
AI-native software companies will reach larger market caps than SaaS giants
“And so I have to think that this next wave probably presents the opportunity for this next generation to be much larger than the previous generation.”
David George Dec 15, 2025 ▶ 26:19 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Prediction Open · timeframe Dec 2030
Foundation model API providers will eventually operate as a high-margin oligopoly
“I think the market structure will end up sort of like cloud for the models where, you know, cloud costs for the average end customer are fine. And, you know, cloud's an oligopoly and they make high profits. I think the model companies, you know, that serve API…”
David George Dec 15, 2025 ▶ 44:42 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Prediction Not checkable as stated
Robotics will become the largest category in artificial intelligence within 10 years
“You know, we have not made a large investment in robotics, but I think it's going to be the largest category in AI, B to C, B to B. You know, there's still kind of debate on what the right form factors are. Whether it's at home help, whether it's industrial, l…”
David George Dec 15, 2025 ▶ 1:10:56 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Prediction Open · timeframe Dec 2030
Gross margins for AI applications will rationalize and increase over time
“The history of technology inputs would suggest that the margins will rationalize and the margins are going to go up.”
David George Dec 15, 2025 ▶ 44:01 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 15, 2025
Insight
Business model shifts are the primary driver of AI software disruption
“If I were to rank order the level of disruption that is coming for these companies, business model shift is number one. And so, you know, we can talk about examples where that's most in practice today. You know, Sarah and Kimberly from our side led investment,…”
David George Dec 15, 2025 ▶ 25:03 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
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