Do Revenue and Margins Still Matter in AI?
About this episode
From the show’s notesIn this episode, we’re sharing a conversation with David George, General Partner at a16z on the firm’s growth investing team. David has been involved in backing many of the defining companies of this era and is now investing behind a new wave of AI startups.
This discussion goes deep into how the a16z growth practice operates: how the team hires and develops a “Yankees-level” culture, how investment decisions get made without traditional committees, and how they build long-term relationships with founders years before investing.
Read the show’s notes in full
A major focus is AI. David talks through how the team is investing across the stack and why he believes this period could create some of the largest companies ever built.
He also walks through the models that guide his thinking: why markets often misprice consistent growth, what makes “pull” businesses so durable, why many important markets become winner-take-all, and what he’s learned from studying exceptional founders — especially the “technical terminators” he’s drawn to.
Resources:
Follow Harry Stebbings on X: twitter.com/HarryStebbings
Follow David George on X: twitter.com/DavidGeorge83
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