{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fa16z.simplecast.com%2Fepisodes%2Fthe-inside-story-of-growth-investing-at-a16z-F7_Z134S","width":444,"version":"1.0","type":"rich","title":"The Inside Story of Growth Investing at a16z","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/0d97354a-306b-45f5-bf26-a8d81eef47ec/ed2664df-9371-438e-8baf-dd2ee0fdde87/thea16zshow-podcastcoverart-3000x3000.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/26ecc464-7ad8-4bf8-9462-58528397eb67\" height=\"200\" width=\"100%\" title=\"The Inside Story of Growth Investing at a16z\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"This episode is a special replay of David George’s conversation with Harry Stebbings on 20VC. David is a General Partner on a16z’s growth team, and in this discussion he breaks down how he thinks about breakout growth investing: why great business models are now table stakes, where real edge comes from non-consensus views on TAM, and how to underwrite upside in a world of higher prices and increasing competition.\nThey also dig into the mechanics behind the scenes: unit economics at growth, “pull vs push” products, winner-take-most market structures, and how David decides when to double or triple down on a company. Along the way, they touch on SPACs, the rise of crossover funds, single-trigger decision making, and how David manages fear, pressure, and performance over the long arc of an investing career.\n"}