a16z Growth's David George on His Frameworks for Late-Stage Investing

Finding and backing companies that can reach escape velocity is the name of the game over here at a16z Growth—but picking those winners is far from easy. David George, head of the a16z Growth fund, sat down with the I/O podcast to discuss his mental models for growth-stage investing, what it really takes to go public, where AI is today and where it’s headed, and more. [00:03:19] What makes Andreessen Horowitz different [00:08:29] David's mental model for investing [00:18:23] Focusing on inputs, not outputs [00:26:52] What constitutes a growth company? [00:29:14] David's three investing frameworks [00:36:45] How to measure the ROI of R&D [00:42:15] What it takes to go public today [00:46:43] AI: market structure and infrastructure vs. application layers To read a transcript of this conversation, click here .

You can listen to a16z Growth's David George on His Frameworks for Late-Stage Investing online on Radio and Podcast. Open the player on this page to stream the available audio.

a16z Growth's David George on His Frameworks for Late-Stage Investing is an episode from a16z Live by a16z.

This episode is 00:58:31 long.

This episode was published on Oct 15, 2024.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from a16z Live when more episodes are available from the podcast feed.