The a16z Show

Andreessen Horowitz

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Do Revenue and Margins Still Matter in AI?

12/18/2025 • 62 min

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 a16z growth practice operates: how the team hires and develops a “… Play episode

The Crime Crisis In America and How Technology Fixes It
Ryo Lu (Cursor): AI Turns Designers to Developers
AI Eats the World: Benedict Evans on the Next Platform Shift
How the Best CEOs Delegate
The $3 Trillion AI Coding Opportunity
The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch
What Comes After ChatGPT? The Mother of ImageNet Predicts The Future
How AI Created the Fastest Product Cycle in History
Why AI Moats Still Matter (And How They've Changed)
How To Lead | Ben Horowitz on My First Million
The $700 Billion AI Productivity Problem No One's Talking About
How OpenAI Builds for 800 Million Weekly Users: Model Specialization and F…
Ben Horowitz: Why Open Source AI Will Determine America's Future
The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC F…
How Marc Andreessen Actually Uses AI
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
Robinhood CEO: Making Everyone An Owner
Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti …
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense …
Emmett Shear on Building AI That Actually Cares: Beyond Control and Steeri…
Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot …
The Frontier of Spatial Intelligence with Fei-Fei Li
Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
Michael Truell: How Cursor Builds at the Speed of AI
a16z's State of Crypto: The $4 Trillion Milestone and What's Next'
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Mark Zuckerberg & Priscilla Chan: How AI Will Cure All Disease
Seeing The Future from AI Companions to Personal Software
ElevenLabs CEO: Why Voice is the Next AI Interface
David Sacks: AI, Crypto, China, Dems, and SF
Why Speed, Not Size, Will Define the Next War
Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI's Future
"Is there an AI bubble?” Gavin Baker and David George
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Google DeepMind Developers: How Nano Banana Was Made
Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure
Marc Andreessen: How Movies Explain America
Marc Andreessen and Amjad Masad: English As the New Programming Language
Why Creativity Will Matter More Than Code
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Reid Hoffman on AI, Consciousness, and the Future of Humanity
Marc Andreessen on the State of Film and Hollywood
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Ben Horowitz and Ali Ghodsi: How to Run a Billion-Dollar Business
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Columbia CS Professor: Why LLMs Can’t Discover New Science
Monitoring the Situation #3: Who Is Nick Land?
Sam Altman on Sora, Energy, and Building an AI Empire

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