David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

Hello and welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus Review along with all of our podcasts at Join Colossus.com Patrick O'Shaughnessy is the CEO of Positive Sun.

All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of positive some. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of positive sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. 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, Andrew, 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 A sixteen Z growth practice. He shares how he recruits and builds 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.

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