David George has grown frustrated with the word “platform”—a term so overused it’s on the verge of losing meaning.
“It’s the most abused term in our industry, you really struck a chord with me,” said George, a general partner at Andreessen Horowitz, after I shared my own annoyance with the term. “People don’t appreciate how special platform companies really are when they’re there. And it’s one of those things where, every pitch we see, they say ‘we’re a platform.’”
George—who leads the growth practice at one of VC’s most high-profile and frequently controversial behemoths—even developed a framework for what it actually means to be a platform, lending the word as specific a meaning as possible. At the most basic level, he says, a platform must have: a high relative market share; a large and expanding total addressable market; multiple well-adopted, revenue-generating products; a meaningful wallet share; efficient customer acquisition an
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