George: a16z expects a 3x to 4x return on Databricks investment
David George · The Biggest Bottlenecks For AI: Energy & Cooling · Jan 26, 2026 · at 52:15
David George, General Partner at Andreessen Horowitz (a16z), discusses late-stage portfolio construction and expected returns on major private market investments.
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“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 X on them? But like, we feel pretty confident we can make three to four X and two X is pretty safe.”
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