David George
David George is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth Fund, focused on later-stage investments in high-growth technology companies. He is known for backing companies such as SpaceX, Cursor, Databricks, Stripe, Figma, and Anduril, and is a frequent commentator on AI investing strategy, venture return thresholds, and the dynamics of late-stage private markets. Before joining a16z, he spent seven years at General Atlantic leading growth investments in companies including Airbnb, Crowdstrike, Slack, and Uber.
“Between 2020 and 2024, top 1% exit started at $10 billion. We updated those numbers in February this year, $20 billion. We just updated them yesterday. It's now at $32 billion. So we've 10x'd over the space of kind of 24 months.”
Source→“Wiz and Cursor, you'd kind of like four, five, six years to get from nothing to, well, $30 billion and then potentially $60 billion.”
Source→“SpaceX IPO and then potentially second half of the year OpenAI and Anthropic — that could be four to $5 trillion of value that's created just by those three companies.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.