David George
speaker
4,495 appearances
15 recordings
1 series
first heard Jan 2025
last heard 10 Sep
David George’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 3.
Appearances
Right now, clearly the power law is more extreme than it has been in the last 10 to 20 years of technology investing.
For the first time, you can take capital and throw it at a company and it compounds their advantage.
that...
Great to be here.
Thanks for hanging out.
Thank you for having us here.
Right now, clearly, the power law is more extreme than it has been in the last 10 to 20 years of technology investing, probably going back to the emergence of the network effect driven consumer companies.
There are many reasons why that's the case.
Increasing returns to scale have always been a dynamic in our business.
Obviously, it's well covered how a network effect business can have increasing returns to scale.
But so can software businesses, right?
And they can take different forms, but brand, reputation in the market, the accumulation of resources all provide competitive advantages.
That all still is the case.
But right now, especially with the labs, for the first time in my career, you can take capital
and throw it at a company and it compounds their advantage.
And this is a thing like how do you screw up a startup?
Well, throw too much money at it and have them hire a thousand people.
And then you create all these coordination issues and overhead issues and dueling priorities.
And it sort of gets messed up because you can't hire enough people to do enough things fast enough.
Now that's not the case.
Showing 1–20 of 4,495 · page 1 of 225
Next →