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David George

General Partner, Andreessen Horowitz

Verified interview transcripts, podcast appearances, and direct quotes from David George, General Partner at Andreessen Horowitz. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • The Biggest Shift in Cybersecurity in 30 Years

    October 06, 2026 · 📺 a16z

    a16z General Partner David George sits down with Armadin founder and CEO Kevin Mandia to discuss what happens to cybersecurity when attackers can operate at machine speed. After 30 years in security and building Mandiant, Kevin says AI convinced him to get back on the field. He explains how AI changes the economics of cyberattacks, allowing attackers to probe thousands of paths simultaneously, and why that means defense will ultimately need to become autonomous too. They also unpack Armadin’s approach: continuously attacking customers’ systems with AI to find exploitable vulnerabilities bef…

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  • David George on Growth Investing, AI, and Why the Power Law Is Stronger Than Ever | Ep. 58

    October 01, 2026 · 📺 Uncapped with Jack Altman and a16z

    David George is a General Partner at Andreessen Horowitz, where he leads the firm's growth fund. Before a16z, David was a General Partner at General Atlantic. He has been involved in investments including Databricks, Ramp, Harvey, and Figma. We discussed David's framework for thinking about the AI buildout: why the thesis that "it's all going to work" is the right one, and why the answer to almost every question in AI right now is "and" rather than "or." We got into where we actually are in the diffusion of AI into the enterprise, why there are 1.5 billion knowledge workers that AI has barely…

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  • AI, Infrastructure, and the Next Investment Cycle

    September 30, 2026 · 📺 a16z

    a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like inside companies today. They examine why rising markets have so far been supported by earnings rather than multiple expansion, why hyperscaler CapEx is approaching $1 trillion annually, and why demand for compute continues to outrun supply. They also look at the downstream effects of that spending across chips, power, construction, and physical infrastructure. State of Markets Th…

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  • Why Investors Are Rethinking Everything for the AI Era

    September 10, 2026 · 📺 a16z

    a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in ways that weren’t possible before, and what that means for how investors construct portfolios. They explore why AI may be much bigger than traditional software, with applications reaching into labor, healthcare, transportation, services, and other major parts of the economy. David explains why capital itself can now reinforce an AI company’s advantage by buying more compute, while Aram makes the…

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  • Why AI Demand Is Outrunning Compute Supply

    August 31, 2026 · 📺 a16z

    a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast payback periods, and what happens when today's relatively small group of heavy AI users expands to…

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  • Tokens Are the New Dollars | Stripe's Will Gaybrick & David George

    August 17, 2026 · 📺 a16z

    a16z General Partner David George is joined by Will Gaybrick, President of Product & Business at Stripe, to discuss how AI is changing the way Stripe builds products, organizes teams, and thinks about the future of internet commerce. Stripe has evolved from a payments company into a multi-product financial infrastructure platform, while a new generation of AI companies is growing and monetizing faster than previous software cohorts. Will explains why Stripe sees AI productivity as an opportunity to build more rather than simply cut costs, including how its internal coding agents now generate…

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  • The New Rule for Picking AI Winners | The a16z Show

    May 29, 2026 · 📺 a16z

    David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger com…

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  • What if your business trip planned itself? | Ariel Cohen & David George discuss AI-powered travel

    March 02, 2026 · 📺 Navan

    Learn more about Navan Edge at https://navan.com/product/navan-edge Navan co-founder and CEO Ariel Cohen joins a16z general partner David George to discuss how the company’s new AI-powered product Navan Edge will change how people not just book a trip, but think about business travel in general. They unpack why the majority of business travelers have been neglected by the travel industry and how AI unlocks Navan’s ability to support those travelers. They also dig into what’s real and what’s hype in the software vs. AI debate and what type of competition actually keeps Ariel up at night.…

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  • A16Z's David George on How Private and Public Markets Fused Into One | Odd Lots

    February 20, 2026 · 📺 Bloomberg Podcasts

    This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course, the big story is that big, thriving companies feel less and less pressure to go public. In a different era, private giants like Databricks and Stripe might've IPO'd a long time ago. So what's changed? Why are companies comfortable staying private for so long? On this episode, we speak with David George, a general partner at Andreesen Horowitz, who leads the firm's growth investing team. He discusses how private markets have grown deeper and more…

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  • AI Markets: Deep Dive with a16z's David George

    February 09, 2026 · 📺 a16z

    a16z Head of Investor Relations Jen Kha speaks with general partner David George about the state of AI and private technology markets. David shares data on why AI companies are growing 2.5x faster than traditional software while spending significantly less on sales and marketing, driven by massive market pull and record-breaking ARR per employee. They discuss the rise of Model Busters, which are companies that grow faster and longer than anyone would have modeled, like the iPhone. They also highlight real-world adoption at Chime and Rocket Mortgage alongside portfolio breakouts like Harvey, Ab…

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  • The Biggest Bottlenecks For AI: Energy & Cooling

    January 26, 2026 · 📺 a16z

    In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets. Timestamps: (00:00) Introduction (04:21) The Market Opportunity for AI (26:48) Pricing, Monetization, and Cash Burn (43:15) Companies Staying Private Longer (51:30) Portfo…

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  • a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI?

    December 15, 2025 · 📺 20VC with Harry Stebbings

    David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. 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. ----------------------------------------------- Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:…

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