Odd Lots

A16Z's David George on How Private and Public Markets Fused Into One

February 20, 2026·48 min·4-min readconversationalbusiness
Podzilla Summary (4 min)
TLDR
David George, head of the Growth Fund at Andreessen Horowitz, discusses the structural shift in capital markets where the largest, fastest-growing tech companies are staying private for longer due to deeper private capital, reduced pressure to go public, and improved liquidity mechanisms

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Guest

D

David George

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

David George

Companies

Andreessen HorowitzSpaceXDatabricksStripeOpenAIPalantirSamsara

Products & Tools

SPVs

Topics

Artificial IntelligenceBusiness ModelsEntrepreneurshipFundraisingScalingStartupsTech IndustryVenture Capital

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