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David George

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
942 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 then he reminds me of it when he can tell I'm too busy with things that I shouldn't be.

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 think I'm not very good at this, but I'll answer the question anyway.

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 try to make sure I'm spending adequate time meeting companies.

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 right now, our investment business looks something like two-thirds relatively known companies and one-third newer 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]

But I want to make sure my time is spent pretty differently than 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]

I want my time to be 20% on those known companies and spending time with people like Ali and the founders of Andro, like whatever it may be, flock safety.

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]

But I want most of my time spent on the new 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]

Because I need to be learning about those new markets.

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 constantly meeting with AI founders, talking to smart AI employees, and making sure that I'm deep and conversational and have an understanding of those markets.

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 spend a lot of my day on 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]

I've started to move away from doing one-on-ones.

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 I'm like, you know what?

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 don't need to schedule one-on-ones.

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 talk to my team all 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]

I'll call them after hours.

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've started to very deliberately block off hours and days.

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 block off two hours every Tuesday, two hours every Thursday.

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 then I also put an hour and a half block twice a week in afternoons.

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 that often gets consumed with things that are pressing and I need to make calls or whatever it may be.

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]

But I find that I learn a lot and develop a lot of my own thinking just by having think time.