I think David George is one of the great growth investors today. But I also think some of the hardest and most pressing questions have not been asked. - How does a $5BN fund do a 5x? - Why invest $300M into Adam Neumann? - You say, “diamonds in the rough”, and largest positions are SpaceX, Stripe and Anduril… what am I missing? This is one of the spiciest shows we have ever done. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My biggest takeaway from @DavidGeorge83 👇 Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:42 The #1# Investing Rule for a16z: Always Invest in the Founder's Strength of Strengths 30:23 Does Revenue Matter as Much in a World of AI? 30:54 Does Kingmaking Still Exist in Venture Capital Today? 43:48 Do Margins Matter Less Than Ever in an AI-First World? 47:01 My Biggest Miss: Anthropic and What I Learn From it? 48:15 Has OpenAI Won Consumer AI? Will Anthropic Win Enterprise? 52:50 The Most Controversial Decision in Andreessen Horowitz History 55:59 Why Did You Invest $300M into Adam Neumann and Flow? 59:17 Quick-Fire Round