Leading a16z's Growth Fund: David George On Investing Now and In the Future | Ep 13, IO Podcast

This podcast episode interviews David George, head of growth investment at Andreessen Horowitz, about his career path and investment strategies. The conversation covers his criteria for growth investments (emphasizing product uniqueness and market understanding), his "right side of the fan" framework for assessing potential upside, and his views on the current IPO market and the impact of AI. George highlights the importance of focusing on a product's inherent qualities rather than solely on business models, using examples like Figma and DoorDash to illustrate successful and unsuccessful investment decisions. Listeners gain insights into venture capital decision-making processes and frameworks for evaluating growth-stage companies.