{"podcast":{"title":"Invest Like the Best with Patrick O'Shaughnessy","slug":"invest-like-the-best","podcast_index_feed_id":982387,"rss_url":"https://feeds.megaphone.fm/CLS2859450455","website_url":"https://colossus.com/","image_url":"https://megaphone.imgix.net/podcasts/ef669774-cccd-11ed-889b-c36caad6646f/image/158efdddfb983d2678b3530d484e8aa2.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Colossus","episode_count":577,"summary":"Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com","last_synced_at":null,"page_url":"https://stenobird.com/podcast/invest-like-the-best"},"episode":{"title":"David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]","slug":"david-george-building-a16z-growth-investing-across-the-ai-stack-and-why-markets-misprice-growth-invest-like-the-best-ep-450","published_at":"2025-12-02T09:00:00+00:00","page_url":"https://stenobird.com/podcast/invest-like-the-best/david-george-building-a16z-growth-investing-across-the-ai-stack-and-why-markets-misprice-growth-invest-like-the-best-ep-450","show_page_url":"https://stenobird.com/podcast/invest-like-the-best","url":"https://joincolossus.com/episode/inside-a16z-growth/","audio_url":"https://traffic.megaphone.fm/CLS8238779690.mp3?updated=1767945688","summary":"My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era – including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI – and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a16z growth practice. He shares how he recruits and builds his team a “Yankees-level” culture, how his team makes investment decisions without traditional committees, and how they work with founders years before investing to win the most competitive deals. Much of our conversation centers on AI and how his team is investing across the stack, from foundational models to applications. David draws parallels to past platform shifts – from SaaS to mobile – and explains why he believes this period will produce some of the largest companies ever built. David also outlines the models that guide his approach – why markets often misprice consistent growth, what makes “pull” businesses so powerful, and why most great tech markets end up winner-take-all. David reflects on what he’s learned from studying exceptional founders and why he’s drawn to a particular type, the “technical terminator.” Please enjoy my conversation with David George. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a…","meta_description":"My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4021,"processing_state":"failed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/invest-like-the-best/episodes/david-george-building-a16z-growth-investing-across-the-ai-stack-and-why-markets-misprice-growth-invest-like-the-best-ep-450/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/invest-like-the-best/david-george-building-a16z-growth-investing-across-the-ai-stack-and-why-markets-misprice-growth-invest-like-the-best-ep-450.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}