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David George

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
957 total appearances

Appearances Over Time

Podcast Appearances

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

That's great.

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

That's nice.

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

He's like, I'm going to put a bed over there.

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

I'm going to start sleeping in there.

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

You're like a doctor with kids and stuff.

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

And he's like, no, no, no.

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

I want to be working all the time when I'm in town.

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

So I love that relentlessness, intensity paired with technological capabilities, product understanding and backing people like that.

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

They're going to pour everything they have into winning, but they're also more likely to figure out the next things and navigate complex markets and changing environments.

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

This is a very humbling job because we make so many mistakes and errors of commission are really painful.

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

Errors of omission are really, really painful too.

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

And they're more costly just economically because you can lose one times your money if you get things wrong on an error of commission, but you can forego making really high returns if you get it wrong.

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

There are no common patterns.

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

I would say when we get it right on not doing an investment, it's typically for the right reasons.

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

It's typically because we see something that we don't love about the business quality.

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

We feel really, really, really strongly about market leadership.

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

Why?

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

Do you know the Glenn Gary, Glenn Ross movie?

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

I know the movie, yeah.

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

You know the scene with Alec Baldwin?