Why Private Markets, Founders & AI Margins Win Now — 20VC (David George)
Update: 2025-12-15
Description
Markets have changed: private markets, founder strength and AI engagement — not just revenue — are reshaping venture outcomes. This condensed summary (original: 1 hour → new: 4 minutes) captures Harry Stebbings’ interview with David George of a16z on venture capital, private markets, AI margins, and how to pick winners. You’ll learn why large private outcomes and ownership concentration matter, why Andreessen Horowitz often doubles down rather than cashes out, and why engagement and return on invested capital are better signals than raw revenue velocity. David also explains why margins in AI are in flux but likely to rationalize, when capital-as-weapon works (and when it doesn’t), and where durable opportunities remain (robotics, personal health, model and application layers). Hosts: Harry Stebbings; Guest: David George. Keywords: AI, venture capital, startups, private markets, margins, engagement, founder strength. Listen now to get the key ideas in minutes.
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