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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]

That's pretty smart.

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 my wife would say that I have a low attention span.

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 what she means by that is I'm interested in a lot of different things.

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 this is a really cool way of getting to learn about tons of 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]

I suspect this is the same reason that you like to invest is how lucky are we?

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 get to sit and spend time with the entrepreneurs who are building the most interesting companies in the world right now.

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 get to learn about the most cutting edge technology stuff that if you were in the public markets or just in a job, you would never get a chance to learn about.

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 to learn and I love to be around great founders as they're exploring really interesting things.

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 that part of it is really, really attractive.

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's another part that plays to a totally different side of me, which is this business is a scoreboard business.

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 convey this to our 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]

There's a scoreboard in this business and our expectation is that we win.

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]

Now it's a very long dated scoreboard, especially in the venture side, but on the growth side even.

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 a pretty long dated scoreboard.

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 at the end of the day, we have to put up returns.

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]

Our customers are founders and are LPs.

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 on the founder side, we need to make sure we do a great job with them.

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 there's a virtuous flywheel if we do.

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]

On the LP side, it's pretty simple.

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]

Are we doing a good job generating returns?