20VC: a16z's David George on How $BN Funds Can 5×, Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z
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Our best performing fund in the history of the firm is actually a $1 billion fund. If you overweight the fear of future theoretical competition, you can always talk yourself out of making an investment. The number one way to measure a company is ultimately return on invested capital. On the the gross margin point today, I'll say this. We give a little bit more of a pass than we used to.
At what point does the entry price do you think for open AI? become not a good use of dollars. What I just don't understand that I would love to is flow. Can you help me understand flow? Because I think the world kind of scratched their head.
Why did it make sense to you when it didn't make sense to anyone else? This is 20 VC with me Harry Stebbings and I'm so excited for the show today. This guest is a dear friend of A long time friend, and so I was hurt even more when he did a competitive show recently with another podcast. I was so pissed off, I actually said to him, listen, we'll do our show, but it's gonna be spicier than normal.
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