David George

2 podcast appearances

Every podcast appearance by David George

Top clips

a16z Podcast · David George

Why tech companies are stuck in permanent fundraising mode instead of going public

The discussion explores whether companies are avoiding IPOs because public markets are less attractive or because private markets have become so rich and liquid that the traditional incentive to go public has disappeared. The conversation highlights how fundraising has evolved from discrete series rounds to what feels like continuous raising, especially among AI companies.

3:03 - 3:4946s

ipo-delays private-markets fundraising-cycles

a16z Podcast · David George

market insight

Private markets now capture 55% of value creation vs 12% decades ago

A dramatic shift has occurred in where tech value creation happens, with private markets now capturing 55% of value creation for recent IPOs compared to just 12% in previous decades. The speaker discusses how this trend has benefited private investors and highlights their portfolio of major private companies including SpaceX, OpenAI, Databricks, and Stripe.

20:37 - 21:1538s

private-markets value-creation ipos

Episodes

a16z Podcast

When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

David GeorgeFeb 26, 202647 min

This episode explores the dramatic shift of $5 trillion in tech value from public to private markets, examining why companies are delaying IPOs and how value creation has fundamentally changed. A16z's David George discusses the implications of this 10x growth in private market cap over the past decade for all stakeholders in the ecosystem.

Invest Like the Best

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

David GeorgeDec 2, 20251h 5min