Executive Summary
A16z's David George reveals the firm's growth investing doctrine centers on a contrarian framework: exceptional business models are merely table stakes, while alpha generation comes from non-consensus views on total addressable market (TAM). George's track record validates this approach—he passed on Qualtrics at GA due to price sensitivity, missing a company that 'figured out a huge market hiding in plain sight.' The firm's single-trigger decision model eliminates committee politics and measures...
Key Investment Opportunity
Roblox Platform Evolution Beyond Gaming
Roblox transcends 'kids game' consensus view to become broader co-experience platform, representing massive TAM expansion
...and 1 more investment opportunities
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