David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
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The best operators have a relentless focus on leverage, finding ways to multiply their impact rather than just working harder. But here's what I see happening in finance teams everywhere. Brilliant people getting buried in expense management busy work. If you think about it, you become a finance leader because you love strategic work. Modeling scenarios, optimizing capital allocation, finding the insights that actually move the business forward. But instead, you're chasing receipts and categorizing transactions. It's the opposite of leverage. This is exactly why I'm so bullish on what the team
My name is Brian Strang. I'm the technical operations lead, and I work at Congress Asset Management.
How would you describe your experience working with Ridgeline?
Ridgeline is a technology partner, not a software vendor, and the people really care. I get sales calls all the time and I ignore them. Ridgeline sold me very quickly. We went from 7,000,000,000 to 23,000,000,000, and the goal is 50,000,000,000. Ridgeline was the clear front runner to help us scale.
In your view, what most distinguishes Ridgeline?
They reimagined how this industry should work. It was obviously they were operating on another level.
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Patrick O'Shaughnessy is the CEO of Positive Some. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of PositiveSum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PositiveSum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
My guest today is David George. David is a general partner at Andreessen Horowitz, where he leads the firm's growth investing business. His team has backed many of the defining companies of this era, including Databricks, Figma, Stripe, SpaceX, Androle, and OpenAI, and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a 16 z growth practice. He shares how he recruits and builds a Yankees level culture, how his team makes investment decisions without traditional committees, and how they
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