"It goes against every investor's instinct to expect 100% a year revenue growth, over and over again, without eventually slowing down." (opens in new tab)

"It goes against every investor's instinct to expect 100% a year revenue growth, over and over again, without eventually slowing down." "It is human nature to eventually concede a terminal value that seems reasonable. But not for elite founders." "Founders are the rare individuals who can keep up with the rapidly changing opportunity set, apply the full force of their leverage to their vantage point, and put dollars to work forever." a16z's David George on why late stage venture is all about ...