David George (a16z)

George grew up in Louisville, Kentucky. He recalls that his first business was mowing lawns; realizing he could charge extra for weed trimming, he saved up to buy a weed eater, which he called his “capex.” He has said that as the younger brother he often got beaten up, which shaped his competitiveness, and that he was a wrestler. He graduated summa cum laude from the University of Notre Dame and earned an MBA from the Stanford Graduate School of Business.⁠[1][1][1][1][2]

George began his career as an investment banking analyst at William Blair & Company and later worked as an investment associate at FFL Partners.⁠[2]

From 2012 George spent seven years at the growth investor General Atlantic as a principal, leading or partnering on consumer internet and enterprise software investments including Airbnb, AppDynamics, CrowdStrike, Opendoor, Slack and Uber; the CrowdStrike investment was made in 2018.⁠[3][2][1]

In March 2019 Andreessen Horowitz hired George as its 15th general partner and its first top dealmaker focused on late-stage deals, investing across industries and building the firm’s growth practice. George said a16z had always been a multi-stage firm and that his opportunity was to be its first focused late-stage investor, complementing the early-stage team.⁠[3][3][3][1][3]

In May 2019 a16z announced its inaugural Late Stage Venture fund. In June George announced that the fund was leading the Series D round of the corporate travel platform TripActions, seven months after a16z led its Series C.⁠[4][4][4]

In February 2020 George and Marc AndreessenMarc AndreessenMarc Andreessen is an American entrepreneur and venture capitalist, a co-founder and general partner of the venture capital firm Andreessen Horowitz (a16z). While in college he helped develop the graphical web browser Mosaic, then co-founded Netscape and Loudcloud (later renamed Opsware), and has long served as a director of Meta; he has also published essays such as “Why Software Is Eating the World.”Open the full entry announced a16z’s late-stage venture investment in the gaming platform Roblox, which then had more than 115 million monthly kid and teen users and more than 2 million active developers.⁠[5][5][5]

As of May 2025 the a16z growth practice George leads was investing from its $3.75 billion fourth fund and managing about $15 billion in assets; he had led a16z’s investments in Roblox, Databricks, SpaceX, Stripe, Anduril, Coinbase, Figma and Waymo, among others. He set out criteria for a true platform company: high relative market share, a large and expanding addressable market, multiple well-adopted revenue-generating products, meaningful wallet share, efficient customer acquisition and high gross retention. He argued that AI and frontier technologies have a more compelling “why now” than at any time in recent history and that AI will create more value than mobile and cloud computing combined.⁠[1][1][1][1][1][1][1]

In December 2025 George described on Patrick O’ShaughnessyPatrick O’ShaughnessyPatrick O’Shaughnessy is an investor and podcast host who has hosted the interview show Invest Like the Best since 2016, founded the early-stage investment firm Positive Sum in 2020 and serves as its CEO, and is also founder and CEO of the media company Colossus.Open the full entry’s Invest Like the Best how he built the a16z growth team, which makes decisions without traditional investment committees and works with founders years before investing; that month a16z also replayed his 20VC conversation with Harry Stebbings, in which he argued that real edge in growth investing comes from non-consensus views on addressable market size.⁠[6][6][7][7]

In January 2026 a16z announced it had raised more than $15 billion, including $6.75 billion for its fifth growth fund. That month George released the first State of Markets slide deck on private and public markets and the state of AI. In February he and Santiago Rodriguez, among others, announced a16z’s investment in the Latin American used-car platform Kavak, the firm’s first large late-stage investment in the region.⁠[8][8][9][9][10]

In May 2026 George wrote that the “AI job apocalypse” was a complete fantasy, a rebranded version of the lump-of-labor fallacy that assumes a fixed amount of work and defies what is known about people, markets and economics; citing Keynes’s prediction that automation would bring a 15-hour work week, he argued that human wants and needs are not fixed.⁠[11][11][11][11][11]

On August 28, 2026, a16z announced it had raised $1.1 billion for its new Machine Age Fund to invest in the physical buildout of AI; George was one of the signing partners and, with Shangda Xu, had led investments across the AI infrastructure stack from silicon and networking to large-scale compute platforms. On August 31 George and Raghu Raghuram announced additional capital bringing the fifth growth fund to $8.5 billion; as of October 2026 a16z Growth manages more than $24 billion across five vintages.⁠[12][12][13][14]

On September 28, 2026, George wrote that OpenAI would win not because of its models or chips but because it is so good at creating new kinds of customers and has the most durable distribution strategy. On September 30 he released the second edition of State of Markets, noting that tech contributed about 76 percent of S&P 500 earnings growth in 2026 and that the tech theme was rotating from software to hardware such as semiconductors and power; the same day he, Sarah WangSarah Wang (a16z)Sarah Wang is a venture capitalist and general partner on the growth team at Andreessen Horowitz (a16z). She joined a16z in 2019 and leads growth-stage investments in AI, enterprise applications and infrastructure, having invested in companies including Character.AI, Wiz, Cursor, Temporal and Exa.Open the full entry, Alex ImmermanAlex ImmermanAlex Immerman is a venture capitalist and general partner on the growth team at Andreessen Horowitz (a16z), leading growth-stage investments at the intersection of AI, consumer, enterprise software, crypto and the physical world; he has invested in companies including ElevenLabs, EliseAI, Flock Safety, Hebbia, Kalshi, Revolut, Stripe and Waymo.Open the full entry and Santiago Rodriguez discussed 25 key charts from the report, including hyperscaler capex approaching $1 trillion a year, compute demand outrunning supply, OpenAI’s and Anthropic’s revenue growth and the gap between AI deployment and measurable enterprise impact.⁠[15][15][16][16][16][17][17][17]

On October 1, 2026, George and Stephenie Zhang announced that a16z was leading the Series B of Armadin, a cybersecurity company co-founded by Mandiant founder Kevin Mandia. On October 12 he and David Ulevitch announced that Jeffrey Glover, director of the Arizona Department of Public Safety, and former U.S. Federal Chief Information Officer Greg Barbaccia had joined a16z’s American Dynamism and Growth practices as advisors.⁠[18][18][18][19][19][19]

As of October 2026 George is a general partner at a16z and head of its growth practice; growth investments he has led or participated in include SpaceX, OpenAI, Stripe, Roblox, Waymo, Anduril, Databricks, Harvey, Abridge and OpenEvidence. He serves on the advisory council of the IDEA Center at the University of Notre Dame and on the board of the Foundation for Lucile Packard Children’s Hospital Stanford.⁠[2][2][2]

Andreessen Horowitz: Official website: https://a16z.com/ (opens in a new window).⁠[2]

X: Public account: https://x.com/DavidGeorge83 (opens in a new window)⁠[20][2]