Do Revenue and Margins Still Matter in AI?

2025-12-18 · 63 min · episode 994 · 15 entities

episode page audio

Asserted relationships

→ references A16z Podcast podcast

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evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
→ hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
→ discusses Science concept

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Feed category: Science
→ discusses Technology concept

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evidence rules-v4
Feed category: Technology
→ discusses Business concept

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Feed category: Business
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by a16z company

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Feed author/publisher: a16z
→ references Disclosures website

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evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": http://a16z.com/disclosures

Entities found in this episode

concepts 8

mentioned Science concept

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evidence rules-v4
Feed category: Science
mentioned Technology concept

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evidence rules-v4
Feed category: Technology
mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
discusses Science concept

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evidence rules-v4
Feed category: Science
discusses Technology concept

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evidence rules-v4
Feed category: Technology
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship

podcasts 2

mentioned A16z Podcast podcast

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evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
references A16z Podcast podcast

0.77

evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

persons 2

mentioned Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz

websites 2

mentioned Disclosures website

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evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": http://a16z.com/disclosures
references Disclosures website

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evidence rules-v4
Link in episode "Do Revenue and Margins Still Matter in AI?": http://a16z.com/disclosures

companys 1

hosted by a16z company

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evidence rules-v4
Feed author/publisher: a16z

Episode description as stored

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 “Yankees-level” culture, how investment decisions get made without traditional committees, and how they build long-term relationships with founders years before investing. A major focus is AI. David talks through how the team is investing across the stack and why he believes this period could create some of the largest companies ever built. He also walks through the models that guide his thinking: why markets often misprice consistent growth, what makes “pull” businesses so durable, why many important markets become winner-take-all, and what he’s learned from studying exceptional founders — especially the “technical terminators” he’s drawn to. Resources: Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow David George on X: https://twitter.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures](http://a16z.com/disclosures . Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.