Uncapped #58 | David George from a16z

Podcast: Uncapped | Benchmark Breakfast · Benchmark

Opublikowano: 2026-10-01

David George is a General Partner at Andreessen Horowitz, where he leads the firm's growth fund. Before a16z, David was a General Partner at General Atlantic. He has been involved in investments including Databricks, Ramp, Harvey, and Figma. We discussed David's framework for thinking about the AI buildout: why the thesis that "it's all going to work" is the right one, and why the answer to almost every question in AI right now is "and" rather than "or." We got into where we actually are in the diffusion of AI into the enterprise, why there are 1.5...