# David George

> David George is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing practice - a $15 billion operation he built from scratch after joining in 2019. A former General Atlantic investor who backed Airbnb, Slack, CrowdStrike, and Uber at growth stage, George brings a ruthlessly analytical, 'business model snob' approach to late-stage venture. He has since backed Roblox, Databricks, SpaceX, Stripe, Figma, OpenAI, and Anduril, developing distinctive frameworks around 'what vs. how' innovations, push vs. pull market dynamics, and winner-take-all market structures. A Kentucky native with a wrestling background, a Notre Dame summa cum laude degree, and an MBA from Stanford GSB, George is known for his competitive intensity, deep intellectual frameworks, and a Post-it note on his computer that reads: 'Is the market demanding more of my product?'

- **Role:** General Partner at Andreessen Horowitz (a16z Growth)
- **Organizations:** Andreessen Horowitz (a16z), General Atlantic, FFL Partners, William Blair & Company, Sacred Heart Schools-Atherton (Board of Trustees), University of Notre Dame IDEA Center (Advisory Council), Foundation for Lucile Packard Children's Hospital Stanford (Board)
- **From:** Kentucky, USA
- **Nationality:** American
- **Education:** Bachelor's Degree (summa cum laude), University of Notre Dame, MBA, Stanford Graduate School of Business
- **Known for:** Built a16z's Growth investing practice from zero to ~$15 billion in assets under management, First General Partner dedicated to growth investing at Andreessen Horowitz (named 2019), Backed Airbnb, Slack, CrowdStrike, and Uber at General Atlantic before joining a16z

## Career timeline

- **~2005** — Joined William Blair & Company as Investment Banking Analyst
- **~2007** — Moved to FFL Partners as Investment Associate
- **~2012** — Joined General Atlantic as growth-stage investor
- **~2012-2019** — At General Atlantic: led or partnered on investments in Airbnb, AppDynamics, CrowdStrike, Slack, Uber, Opendoor
- **2019** — Joined Andreessen Horowitz (a16z) as General Partner and first dedicated growth investor - announced March 2019
- **2019-present** — Built and leads a16z Growth practice, now managing ~$15B across four funds including $3.75B Fund IV
- **2020-2021** — Led growth investments in Roblox, Databricks, Stripe, SpaceX, Coinbase, Figma at a16z
- **2022-2024** — Backed Anduril, OpenAI, Waymo, Harvey, Abridge, Cursor at growth stage
- **2025-2026** — Expanded AI thesis: published 'There are only two paths left for software'; managing current board seats at Current, Greenlight, Workrise

## Achievements

- Built a16z's Growth investing practice from zero to ~$15 billion in assets under management
- First General Partner dedicated to growth investing at Andreessen Horowitz (named 2019)
- Backed Airbnb, Slack, CrowdStrike, and Uber at General Atlantic before joining a16z
- Led or participated in growth-stage investments in Stripe, SpaceX, Databricks, Figma, OpenAI, Roblox, Anduril, and Coinbase at a16z
- Graduated summa cum laude from University of Notre Dame
- Developed widely cited investment frameworks: 'What vs. How' innovations, Push vs. Pull dynamics, Winner-Take-All market structure
- Published influential essay 'There are only two paths left for software' (March 2026)
- Serves on Board of Trustees and Investment Committee at Sacred Heart Schools-Atherton
- Advisory Council member at University of Notre Dame IDEA Center
- Board member, Foundation for Lucile Packard Children's Hospital Stanford

## Latest updates

- **2026-03** — Published 'There are only two paths left for software' on a16z - arguing companies must either accelerate revenue growth 10+ points YoY via AI-native products or rebuild to 40-50% true operating margins
- **2026-02** — Featured on Bloomberg Odd Lots discussing how private and public markets have fused into one
- **2025-12** — Featured on Invest Like the Best EP.450 discussing a16z Growth, investing across the AI stack, and why markets misprice growth
- **2025-10** — Spoke at TechCrunch Disrupt 2025 on the 'Going Public Stage' about extended private company timelines
- **2025-05** — Featured in Fortune Term Sheet Next on 'Moving Beyond Buzzwords' in AI investing

## Links

- Website: https://a16z.com/david-george/
- LinkedIn: https://www.linkedin.com/in/david-george-32211a6/
- Twitter/X: https://x.com/DavidGeorge83

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Profile page: https://yespress.io/david-george
Published by YesPress — https://yespress.io
Last updated: 2026-05-04