David George
15 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Dec 2, 2025 by David George · said 1 times in 1 episodes since 2025 · 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.
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brought up most by Gavin Baker (1)
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Everything said about David George, oldest first
Dec 2, 2025
Dec 2, 2025 bullish
Dec 2, 2025 bearish
Dec 2, 2025
George: Vast Majority Of Tech Market Cap Creation Goes To The Leader
“The vast majority of market cap creation is going to go to the market leader. And this is probably underappreciated. Like we see this all the time with our peers in the growth investing industry, where they say things like, yeah, you know, even the number two …”
Dec 2, 2025 neutral
George: a16z Growth maintains zero capital reserves for large follow-ons
“So we reserve a tiny amount, and this is for small follow-ons where, you know, our participation is important, but we're not a lead. We do zero reserving for large investment amounts that we think we're going to make in a company, because I think that would le…”
Dec 2, 2025 negative
George: Buyout Investing is Culturally Antithetical to a16z's Mission
“Like all that we want to do and all that we stand for is helping the next generation of companies go beat the incumbents. And so culturally buying the incumbent and trying to make them last as long as possible and squeeze as much as they can out of their custo…”
Dec 2, 2025 neutral
Dec 2, 2025
George: a16z Holds Longer When Founders Lead and Hold Market Leadership
“You know, we have our own version of It's not algorithmic, but semi-algorithmic decision making for the early stage. And, you know, we take some very simple qualitative things like, is the founder still running the company? Which we value a lot. Value a lot. A…”
Dec 2, 2025 bullish
Dec 2, 2025 positive
George: GitHub closed a $400k Walmart deal without ever speaking by phone
“GitHub was so special of a company that for a long period of time, they never actually talked to customers. So the first time I ever met GitHub, They were like, we got to tell you this is so awesome. We sold to Walmart, and they're paying us 400,000 bucks, and…”
Dec 2, 2025 neutral
George: 2009 Wall Street Consensus Underestimated Apple's 2013 Performance by 3x
“In 2009, if you looked at consensus estimates for Apple, And then compared for 2013. So 2009 consensus estimate for the year, 2013 and compared it to actual performance in 2013 consensus estimates were off by three X.”
Dec 2, 2025 positive
Dec 2, 2025 bullish
George: Private Market Cap Reached $5T, Up 10x in 10 Years
“Turns out there's five trillion of private market cap that is, you know, up 10 X in the last 10 years. And it's honestly some of the best companies in the world. That market cap represents almost a quarter of the entire S&P 500. It's more than half of the mag …”
Dec 2, 2025
George: VC firms cannot scale with 25 to 30 central decision-makers
“If we are going to scale, you can't scale an organization with like 25 or 30 decision makers around the table. It's too hard. Like you can't make a trade-off between should we put an incremental dollar into a bio fund investment or a crypto investment, or how …”
Dec 2, 2025
George: 70% of a16z Growth capital goes to follow-on investments
“And then if you take the number of investments, so if you just do it by dollars, it's a little over half that are pre-existing venture investments. And then if you add the dollars that we're investing in pre-existing investments that were pre-existing growth f…”