Kevin Mandia has spent 30 years in cybersecurity, building Mandiant into a defining incident-response firm before selling it to Google. He is now back with a new company, Armadan, and his view of…
David George — Podcast Appearances & AI Summaries
David George has appeared on 4 podcast episodes in our AI-summarized catalog, including a16z Show, So Supernatural. Every appearance below has a free 5-minute AI summary.
What David said
“For the first time, you can take capital and throw it at a company and it compounds their advantage.”
— David George
Episode appearances
4 David George, a general partner at a16z, begins with a striking historical comparison: the buildout of AI infrastructure has already surpassed the total investment in the American railroads. Yet…
In 2021 and 2022, about $200 billion in debt was taken out to finance software LBOs at valuations averaging 25 to 32 times EBITDA. Those companies are now worth roughly half that. The power law in…
ALIEN: Broad Haven School UFO On a drizzly February afternoon in 1977, ten-year-old David Davies stayed inside during recess at Broad Haven Primary School in southeastern Wales. He preferred…
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