StarZero All shows Try the podcast clipper →

public software companies

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jan 26, 2026 by David George · across every show →

Everything said about public software companies, oldest first

Jan 26, 2026 bearish
Prediction Not checkable as stated
a16z Growth Fund Will Maintain Minimal Public Market Exposure
“Yeah, probably very few public companies in the fund. I mean, we'd have to have a really, really strong thesis and relationship with the management team to want to do that.”
David George Jan 26, 2026 ▶ 53:01 The Biggest Bottlenecks For AI: Energy & Cooling
Feb 9, 2026 bullish
Assertion Supported
George: OpenAI and Anthropic added half of public software's 2025 net revenue
“Public software companies added forty six billion dollars of revenue in 20, 25. If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.”
David George Feb 9, 2026 ▶ 36:19 AI Markets: Deep Dive with a16z's David George
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more