Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo's $18.5B merger with Teladoc, one of the largest digital health deals in history.
AGENDA:
00:00 Introduction
03:37 Is Hemant a CEO or an Investor?
05:42 With $40BN AUM Is General Catalyst Still a VC Firm?
12:11 Has Trump Done More to Hurt or Help the US?
13:25 No One is Talking About the True Impact of AI on Jobs
21:30 Is Hemant Concerned by the Concentration of Value in MAG 7?
27:30 Has Trump Done More to Hurt or Help the US?
30:27 GC's Anthropic Investment: Upside from a $60BN Price
37:06 Do Margins Matter in a World of AI
45:23 Does Revenue Growth Matter in a World of AI
49:39 Why it is BS to Turn Down a Company Based on Price
56:06 We Have Invested $5BN Into Stripe Over 14 Rounds
01:00:02 VC is About To Be Flooded with Retail Investment: What Does It Mean for VC
01:08:51 "What I Learned Losing the Series A of Snap, Stripe, Samsara"
01:11:25 Future of Venture Capital: Walmart vs Chanel
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By Harry Stebbings
4.4
490490 ratings
Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo's $18.5B merger with Teladoc, one of the largest digital health deals in history.
AGENDA:
00:00 Introduction
03:37 Is Hemant a CEO or an Investor?
05:42 With $40BN AUM Is General Catalyst Still a VC Firm?
12:11 Has Trump Done More to Hurt or Help the US?
13:25 No One is Talking About the True Impact of AI on Jobs
21:30 Is Hemant Concerned by the Concentration of Value in MAG 7?
27:30 Has Trump Done More to Hurt or Help the US?
30:27 GC's Anthropic Investment: Upside from a $60BN Price
37:06 Do Margins Matter in a World of AI
45:23 Does Revenue Growth Matter in a World of AI
49:39 Why it is BS to Turn Down a Company Based on Price
56:06 We Have Invested $5BN Into Stripe Over 14 Rounds
01:00:02 VC is About To Be Flooded with Retail Investment: What Does It Mean for VC
01:08:51 "What I Learned Losing the Series A of Snap, Stripe, Samsara"
01:11:25 Future of Venture Capital: Walmart vs Chanel
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