Skip to main content
Back to Team

David Sze

Advisory Partner

David Sze

Consumer products are unique. Everyone gets to have an opinion being consumers themselves. Everyone will tell you why it won’t work or what’s wrong. To succeed, it takes thoughtful conviction, being deeply attuned to often latent consumer needs, and being willing to figure out why something will work — despite all the naysayers. The good news is that the products that succeed often become huge outliers. I love to work with founders who show conviction and creativity, and have an inherent understanding of the market dynamics.

David has led some of Greylock’s most consumer notable investments including Facebook, Roblox, LinkedIn, Nextdoor, and Pandora. He is currently involved at the board level at Discord, Nextdoor, and JubileeTV. He joined Greylock as an investor in 2000, bringing to the firm a strong belief in the promise of media, mobile and network effect business convergence. That conviction led to some of David’s most successful and surprising bets, and continues to guide his investment thesis today.

David has consistently been at the forefront of innovation in the consumer landscape. Prior to Greylock, David spent more than seven years as a product manager and developer for consumer internet, media and gaming organizations ranging from startup to publicly traded companies. David was SVP of Product Strategy at one of the first search pioneers, Excite and then Excite@Home. As an early employee at Excite starting in 1996, David also held roles as GM of Excite.com and VP of Content and Programming for the Excite Network. Before Excite, he was in interactive entertainment — in product marketing at Electronic Arts and development at Crystal Dynamics. He started his career in management consulting for Marakon Associates and The Boston Consulting Group, and also spent time at HBO.

David has been frequently named to the Forbes Midas List. He is a member of the Northern Lights Venture Capital Board of Advisors and oversees Greylock’s investments in those funds. He is also a Trustee of Yale University and Rockefeller University. He holds a BA from Yale University and an MBA from Stanford University.


Previous Investments

PullString

Acquired in 2019

WhoSay

Acquired by Viacom in 2018

Vessel

Acquired by Verizon in 2016

Oodle

Acquired by QVC in 2013

Revision3

Acquired by Discovery Communications in 2012

digg

Acquired by Betaworks in 2012

SGN

Acquired by MindJolt in 2011

VUDU

Acquired by Walmart in 2010

SoftCoin

Acquired by You Technology in 2008

New Edge Networks

Acquired by EarthLink in 2006

NOCpulse

Acquired by Red Hat in 2002