David George leads a16z Growth with a focus on paying fair prices for great companies rather than chasing momentum, keeping a Post-it note on his computer asking "is the market demanding more of the product?" to stay focused on real customer pull when evaluating deals. He integrates public-market perspectives into private investing and positions himself as a scale partner for compounder businesses with long runways, frequently appearing in educational content to explain his repeatable framework for growth investing at scale. David George leads a16z Growth with a focus on paying fair prices for great companies rather than chasing momentum, keeping a Post-it note on his computer asking "is the market demanding more of the product?" to stay focused on real customer pull when evaluating deals. He integrates public-market perspectives into private investing and positions himself as a scale partner for compounder businesses with long runways, frequently appearing in educational content to explain his repeatable framework for growth investing at scale.