David George
Head of Growth Investing, Andreessen Horowitz · General Partner, Andreessen Horowitz. On 3 shows, 20 appearances, plus 1 compilation re-air not counted. The Shows tab opens the full record on each.
investorhost@DavidGeorge83 ↗a16z.com/author/david-george ↗
He joined Andreessen Horowitz in 2019 after seven years at General Atlantic to help launch and lead the firm's growth fund. A Forbes Midas List honoree, he has backed companies including Databricks, OpenAI, Stripe, SpaceX, Figma, Slack, and Airbnb.
3shows
20appearances
236statements
52resolved
34supported
6contradicted
65%fully supported
30said about them ↓ Everything David George said on any show that made the record, most notable first. Each card names its show and opens the statement there.
George: Anthropic and OpenAI add more monthly revenue than tech giants
“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”
David George: Anthropic and OpenAI combined run rate could hit $200B
“And I wouldn't be surprised if the combination of those two companies is doing two hundred billion of revenue run rate.”
David George: AI market is not currently in a bubble
“I feel pretty confident saying that we're not in a bubble right now.”
George: AI model companies are adding more revenue than public software combined
“The model companies are adding more than the entire public software universe in terms of revenue added, you know, combined.”
George: Top AI IPOs will individually exceed all recent VC IPOs combined
“We actually did a similar analysis where we looked at all of the VC backed IPOs that happened over the last six years. And if you sum all of them up, they're A little over a trillion dollars. Like that's probably gonna be smaller than any of the three of the l…”
George: AI coding assistant Cursor has reached billions in revenue
“Cursor, as an example, is, you know, billions of dollars of revenue. And they're very small, and it's very early in their life.”
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.”
a16z's larger venture funds consistently outperform its smaller funds
“Our funds consistently beat small, large, Diversified, concentrated venture funds. So our larger funds have outperformed our smaller ones, and our larger ones actually have similar multiples of money to our smaller ones across, across strategies.”
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.”
George: 75% AI Gross Margins Mean Customers Are Not Actually Using It
“Now it's like a badge of honor to have low gross margins because we're like, oh, at least people are using your AI products. You know, if we see, like we get these pitches and they're like, I have an AI thing and I got 75% gross margins. I'm like, well, no one…”
George: Aggressive crossover venture funds actually generate good returns
“First, I think there's a little bit of a misperception in the market about some of those firms who have been more aggressive recently. Their returns are pretty good. They've done a good job.”
George: Capital Directly Compounds Advantage for AI Labs
“But right now, especially with the labs for the first time, you know, in my career, you can take capital and throw it at a company and it compounds their advantage.”
George predicts AI wave will create over $25T in new market cap
“The last cycle created 25 trillion in market cap, new market cap, and a bunch of that went to the incumbents. But a lot of it went to startups and the new startups, and, you know, each one of these subsequent waves gets bigger than the prior one, and so, you k…”
George: Harvey's early software usage was mediocre despite strong commercial buzz
“They did a really good job commercially early days. Like, because they were smart. They were res, there was like a research plus lawyer combo. You know, they got some momentum and some, you know, high profile law firms to sign up early days. But, you know, the…”
George: AI diffusion beyond coding will be slow because tasks lack verifiability
“Coding hit, but that's kind of a head fake, right? Like coding, coding is perfectly documented, right? So it has like perfect data. It's verifiable and it's simulatable, right? And so like most tasks in business do not share those three attributes. And so, you…”
George predicts consumer AI's final form will be proactive agents, not chatbots
“The end use case for consumers is not going to be a chatbot interface. Like that's the skeuomorphic version. We're going to have a native version. It's going to be proactive. It's going to do work on our behalf.”
George predicts robotics will surpass language AI categories within ten years
“We are nowhere on robotics, but I think robotics is going to be bigger than the language stuff. And I think it's going to happen in the next 10 years.”
The AI Market Will Be Non-Zero-Sum Across Labs, Open Source, and Apps
“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”
Top a16z Portfolio Engineers Now Write Over 90% of Code With AI
“Our most sophisticated engineers, you know, were doing whatever, 20% of their code, you know, with AI to like, you know, whatever, 90 plus.”
AI Compute Capacity Will Remain Massively Undersupplied Through 2028
“So it seems more likely than given that fact pattern, if you go back to just the sort of macro situation that we're in, that we're, we under build on the supply side. For like through 28. And by the way, like there's no capacity available with all the forecast…”
George: Corporate layoffs reflect trimming fat, not AI efficiency gains
“What's happening with some of the layoff things that we're seeing is kind of like trimming of previous fat. Like I don't think it's actually efficiency gains.”
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.”
George: Scaled data center capacity unavailable until late 2028 or early 2029
“You can't get data center capacity at scale until late 28, early 29 right now, and that's just a fact.”
The other half of the tape: David George's own voice is left out of every number here. Other people bring the name up 30 times in 21 episodes across the shows. every mention, with the transcript →
Who brings them up most Harry Stebbings 16Anish Acharya 2Adam Neumann 2Sarah Wang 1Martin Casado 1Margit Wennmachers 1Marc Andreessen 1Logan Bartlett 1
Every mention by year
tap a year for its mentions
20VC 21
the a16z Podcast 8
Invest Like the Best 1
2026 16 mentions in 9 episodes 2 per episode
- a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- How Cursor Built One of AI’s Fastest-Growing Companies
- The State of AI: Models, Moats, and the Consumer Renaissance
- Marc Andreessen’s Worldview in 60 Minutes | Live on MTS
- Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- 1 more episode that year, every mention in 2026 →
2025 8 mentions in 8 episodes 1 per episode
- Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
- Robinhood CEO: Making Everyone An Owner
- Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- The State of AI: Growth, Fragmentation, and the Next Wave
- Adam Neumann: This is How You Build Iconic Companies
- every mention in 2025, scene by scene →
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 4 mentions in 2 episodes 2 per episode
- 20VC: Crowdstrike Founder, George Kurtz on Scaling to a $60Bn Market Cap, How to Acquire and Retain the World's Best Talent & The Right Way to View Competition in Today's Market?
- 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To
- every mention in 2021, scene by scene →
One line per show, most statements first. The link opens David's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| a16zLEDGER | General Partner, Andreessen Horowitz | 17 | 133 | 70% 21/30 | full record on the a16z Podcast → |
| 20VCLEDGER | General Partner, Andreessen Horowitz | 2 +1 | 71 | 60% 9/15 | full record on 20VC → |
| INVEST LIKE THE BESTLEDGER | Head of Growth Investing, Andreessen Horowitz | 1 | 32 | 57% 4/7 | full record on Invest Like the Best → |