a16z Podcast a16z Podcast

Do Revenue and Margins Still Matter in AI?

2025-12-18 00:00:00 +0000 UTC ·1h 2m ·by Andreessen Horowitz
Do Revenue and Margins Still Matter in AI?
a16z Podcast
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About this episode

In this episode, we’re sharing a conversation with David George, General Partner at a16z on the firm’s growth investing team. David has been involved in backing many of the defining companies of this era and is now investing behind a new wave of AI startups. This discussion goes deep into how the a1