David George
👤 Speaker
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]
And he was just apoplectic.
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 need this.
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 was very encouraging, exciting.
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 day one, I told you, I knew the six companies in the portfolio.
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 also knew the five-ish companies that I really loved outside the portfolio.
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]
Roblox was one that I was close to.
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]
Figma was another.
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 from the moment I joined, we had done the full court press on Dylan.
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 came to our summit.
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 was Mark and Ben bear hugs.
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 was really into crypto.
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 bear hugged him on the crypto side.
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 did everything we could with him, helping him with a board search.
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 placed a person in our network onto his board.
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 were trying to do everything and trying to catalyze a deal.
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 was like, I'll let you know when, I'll let you know when.
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 COVID strikes and he calls us and he's like, now's the time.
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]
Oh my God.
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 was in the moment of COVID where we all thought the world was going to end and everything was screwed.
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]
Stock market was way down.