David George
VCGeneral Partner, Head of Growth Fund, Andreessen Horowitz (a16z)
a16z Growth GP; leads late-stage and Series B+ investing
Background
David George is a General Partner at Andreessen Horowitz and head of the firm's Growth Fund, which manages approximately $15 billion in assets and invests in later-stage companies across enterprise, consumer, life sciences, and crypto. He joined a16z in 2019 after seven years at General Atlantic, where he led growth investments in companies including Airbnb, CrowdStrike, Opendoor, Slack, and Uber. His a16z growth portfolio includes foundational technology companies like Stripe, Figma, Databricks, SpaceX, OpenAI, and Anduril, and he is now backing a new generation of AI companies including Cursor, Harvey, and Abridge. He is known as a disciplined growth investor who prioritizes real customer pull, unit economics, and sustainable business models over momentum-driven pricing.
Investment Thesis
Great growth investments require genuine customer pull, durable retention, and sound unit economics; the best AI companies will demonstrate compounding value as models improve, not just initial adoption.
Investment Focus
Stages
Typical check: $50M–$500M+ (growth stage)
Sectors
Based in: United States (North America)
Notable Investments
Stripe
Payments infrastructure; growth investment
Figma
Design collaboration platform; acquired by Adobe (blocked), then IPO
Databricks
Data and AI platform; $62B valuation
OpenAI
AI research and products
Cursor
AI code editor; new-generation AI investment
Harvey
AI for legal professionals
Abridge
AI medical documentation for clinicians
Waymo
Autonomous vehicle platform; a16z invested 2020