The Inside Story of Growth Investing at a16z

This episode of the 20VC podcast features an interview with David George, a general partner at Andreessen Horowitz (a16z), where he leads the growth investing practice. David discusses his background, his time at General Atlantic (GA), and his investment strategies, including focusing on companies with the potential for 10x growth and identifying markets where the consensus view lags behind actual market developments. He emphasizes the importance of understanding total addressable market (TAM) and the nuances of unit economics, especially in competitive environments. The conversation also covers the rise of SPACs, the increasing competition from crossover investors, and how a16z's single trigger puller model shapes investment decisions. David shares insights on reinvestment decisions, price sensitivity in high-priced markets, and the role of fear and competition in driving his work ethic.