David George

Role

a16z Growth investor and author of 2026-03-23-a16z-two-paths-left-for-software, which argues software companies must choose between AI-native growth and high true margins.

Affiliations

  • a16z — author / investor affiliation in the captured article.

Notes

  • His article is relevant to the directions search because it reinforces living context layers, AI-native product refounding, token/usage pricing, and weakening incumbent software moats.

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