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David George

34 statements across 6 episodes · 21 bullish · 2 bearish · 1 people on the record · first statement Feb 20, 2025 by David George · said 8 times in 8 episodes since 2023 · 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 Adam Neumann (2), Sarah Wang (1), Martin Casado (1), Margit Wennmachers (1), Marc Andreessen (1), Jen Kha (1), Alex Rampell (1)

tap a year for its mentions
0022442023202420252026episodesmentions
0242023202420252026episodes it came up in
000.52142023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 4 mentions in 4 episodes 1 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about David George, oldest first

Feb 20, 2025 bullish
Assertion Open · timeframe Feb 2025
George: Waymo autonomous vehicles are 7-10x safer than human drivers
“Well it turns out it's like, Seven to 10 times safer than a human driver.”
David George Feb 20, 2025 ▶ 35:45 Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto
Jan 26, 2026 bullish
Assertion Not checkable as stated
George: Frontier AI model capabilities double every seven months
“The models have been improving in sort of frontier capabilities by a double factor every seven months.”
David George Jan 26, 2026 ▶ 3:39 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 positive
Assertion Not checkable as stated
David George: 80% of a16z growth deals tie to early-stage relationships
“80% of the time when we make a new investment, That's not an early stage investment. One of our early stage folks has some preexisting relationship.”
David George Jan 26, 2026 ▶ 57:02 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Assertion Supported
George: Aggregate unicorn market cap reached $3.5 trillion, growing 7x in a decade
“If you take the market cap of, you know, the private markets valued above a billion dollars, you know, we could argue are some of them overvalued, undervalued but that whole value in aggregate Is like three and a half trillion dollars, and that's like 11%, thr…”
David George Jan 26, 2026 ▶ 43:57 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 positive
Insight
George: Tech customers capture 90% of economic value while platforms capture 10%
“My rule of thumb is like, 90% of the value goes to the end customers and, you know, 10% of the value goes to the companies serving them, and it turns out that that's just a massive amount of market cap, you know, if you're the 10% that you're capturing.”
David George Jan 26, 2026 ▶ 5:20 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Prediction Not checkable as stated
a16z View: AI will become a ubiquitous utility like electricity or Wi-Fi
“Our house view now is that AI is going to end up like, You know, electricity or wifi. Like if you're getting, if you're accessing, you know, electricity at somebody's house, you're not like, Hey, let me chip in, you know, a few pennies for, you know, sitting i…”
David George Jan 26, 2026 ▶ 3:58 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 neutral
Disclosure
George: a16z is lenient on AI startup gross margins expecting cost drops
“Relative to like mature SaaS apps, we probably are a little bit more lenient on assessing a company's gross margin today, because we strongly believe that their input costs are going to go down over time.”
David George Jan 26, 2026 ▶ 26:11 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Prediction Not checkable as stated
George: a16z expects a 3x to 4x return on Databricks investment
“I happen to think that the return profile of that recent one in Databricks is, is very attractive. But, you know, we don't want an entire portfolio of things that we think are like pretty safe two X's, you know, where I think the question is, can we make five …”
David George Jan 26, 2026 ▶ 52:15 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 positive
Disclosure
a16z looks for 90%+ gross retention when evaluating software startup business models
“If you made me pick two top line stats to look at, to assess the business model, it would be gross retention rate... And so we look for things where like 90% plus customers are sticking around, and hopefully they're expanding their usage.”
David George Jan 26, 2026 ▶ 23:53 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 negative
Assertion Open · timeframe Jan 2027
George: Only 5% of public software companies forecast over 25% growth
“Something like five percent of software and internet public companies are forecasting 25% plus next 12 months growth. So, 95% of the public market universe in software and internet is growing less than 25%.”
David George Jan 26, 2026 ▶ 45:01 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 neutral
Assertion Not checkable as stated
George: Banks and Private Debt Are Primary Funders of Private Capital
“The biggest funder of private capital is actually banks or private debt.”
David George Jan 26, 2026 ▶ 8:46 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 positive
Assertion Supported
George: AI model input costs dropped over 99% in two years
“The cost of the inputs you know, of accessing these models has declined 99% or a little more than 99% over the last two years.”
David George Jan 26, 2026 ▶ 3:22 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 positive
Insight
George: Enterprise Rules and Integration Drive AI Application Retention
“The more stuff that gets integrated and the more company specific like kind of rules built around the model stuff you have, the stickier it's gonna be.”
David George Jan 26, 2026 ▶ 34:46 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 neutral
Opinion
George: There is currently no second Ilya Sutskever available in AI
“Like right now, there's not another Ilya floating around in the AI market”
David George Jan 26, 2026 ▶ 1:02:45 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 negative
Prediction Not checkable as stated
George: Enterprises will not vibe code their own Salesforce replacements
“I don't think that like companies are going to vibe code up like their salesforce.com. That's just not worth it.”
David George Jan 26, 2026 ▶ 36:48 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Prediction Not checkable as stated
George: Top a16z growth investments target 5x upside and 2x downside
“Where, you know, we have some, you know, absolute champion companies that we think actually have, like, a lot of room still to run where on the downside we think we would, if things really go poorly, like, we'd still probably make two times our money, and on t…”
David George Jan 26, 2026 ▶ 1:02:12 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Opinion
George: Insurance Funding Signals Financial Stability for AI Infrastructure
“So maybe there's insurance companies that are kind of backdoor, you know, funding this build out, you know, that's a really good sign for the stability of the build out.”
David George Jan 26, 2026 ▶ 8:59 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Prediction Not checkable as stated
George: AI market value creation will exceed mobile and cloud's $10T
“And I think AI is going to be much larger because I think the impact on the economy is going to be much larger.”
David George Jan 26, 2026 ▶ 4:51 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 neutral
Assertion Supported
George: US software spend is 1% of GDP vs 20% for payroll
“US software spend is like one percent of GDP. US white collar payroll is like 20% of GDP.”
David George Jan 26, 2026 ▶ 4:57 The Biggest Bottlenecks For AI: Energy & Cooling
Feb 9, 2026 neutral
Assertion Not checkable as stated
George: Outcome-based pricing is currently only feasible in customer support
“The only area where that's really possible today to pull off is, is probably customer support, customer success, because you can kind of objectively measure the resolution of something.”
David George Feb 9, 2026 ▶ 12:35 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 positive
Opinion
David George: Current crop of AI startups is more impressive than past crops
“This crop of companies, I would say is more impressive than prior crops of companies, partially because the demand for their products is so high.”
David George Feb 9, 2026 ▶ 0:48 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 positive
Opinion
George: Shopify CEO Tobi Lütke led public markets in AI operational transformation
“I'd say the coolest one that I've seen is in the public markets that anyone can go read about is probably Shopify where they, you know, Toby's awesome. Like he's a CEO that's close. He's in a bunch of our groups and stuff. And he does a great job, and he, you …”
David George Feb 9, 2026 ▶ 14:32 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026
Insight
George: High ARR per employee in AI is driven by demand outpacing hiring
“I would say my observation from our companies, even the AI native ones is they run leaner. Partially because they've just grown so quickly and the demand is so strong. I wouldn't say yet we're at the point where companies have fully reimagined the way they run…”
David George Feb 9, 2026 ▶ 13:40 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 positive
Assertion Not checkable as stated
George: Coding tools have seen the largest uptake and leaps in AI
“The biggest uptake has been in coding so far, and that's where we've seen the biggest leaps.”
David George Feb 9, 2026 ▶ 8:05 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 bullish
Assertion Not checkable as stated
George: Global AI revenue is currently $50B and growing over 100% YoY
“We're probably at 50, but it's growing, you know, way, way, way faster than a hundred percent year over year.”
David George Feb 9, 2026 ▶ 40:23 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 neutral
Prediction Not checkable as stated
George: AI CapEx payback will occur between 2030 and 2040
“I think the payback of this probably happens, you know, over a longer period of time, like, you know, between 2030 and 20 40 as well.”
David George Feb 9, 2026 ▶ 38:22 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 bullish
Insight
David George: AI represents the start of a 10 to 15 year product cycle
“These are 1015 year cycles and we're just at the very beginning of it right now.”
David George Feb 9, 2026 ▶ 1:28 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 neutral
Assertion Not checkable as stated
George: $4.8T AI CapEx requires $1T annual AI revenue by 2030
“So current estimates put cumulative hyperscaler CapEx at a little less than five trillion by 20 30. So if you do napkin math on that to achieve a 10% hurdle rate on that 4.8 trillion or almost five trillion of investment, annual AI revenue would have to hit ab…”
David George Feb 9, 2026 ▶ 37:49 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 bullish
Assertion Partly supported
David George: Databricks counts all major AI-native companies as customers
“And then they have the big AI native companies all as customers.”
David George Feb 9, 2026 ▶ 46:28 AI Markets: Deep Dive with a16z's David George
May 29, 2026 bullish
Insight
George: a16z prioritizes AI startups sitting directly in the token path
“First of all, like right now, you have to be in the token path. Like that is the number one thing that we're looking to for our companies.”
David George May 29, 2026 ▶ 12:49 The New Rule for Picking AI Winners | The a16z Show
May 29, 2026 neutral
Assertion Not checkable as stated
George: Fewer than five companies currently offer frontier AI models
“Right now the number is smaller. It's not five. There's a tremendous amount of inelasticity for frontier intelligence right now.”
David George May 29, 2026 ▶ 14:11 The New Rule for Picking AI Winners | The a16z Show
Aug 17, 2026 bullish
Disclosure
George: a16z backs dev tools that AI agents will prefer buying
“This is, this has actually informed our investment thesis in a few investments recently.”
David George Aug 17, 2026 ▶ 31:23 Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
Sep 10, 2026
Insight
George: Growth-stage venture loss rates should be 10% to 20%
“Now at the growth stage, like the loss rate will be lower, but it's probably going to be in the 10 to 20% range, and that's appropriate because with that, you will get investments that we make that, you know, 10 X or more in returns.”
David George Sep 10, 2026 ▶ 9:54 Why Investors Are Rethinking Everything for the AI Era
Sep 10, 2026 neutral
Disclosure
George: a16z's best-performing early-stage venture funds have a 60% loss rate
“And so, you know, if you look at our best performing venture funds, Over time, I think the loss rate is 60% or so.”
David George Sep 10, 2026 ▶ 9:45 Why Investors Are Rethinking Everything for the AI Era
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