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.
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Timestamps:
00:00 Intro
01:16 Is Hemant a CEO or an Investor?
06:15 Explaining Returns to Different LP Classes
10:25 Mapping Markets at Scale
14:20 No One is Talking About the True Impact of AI on Jobs
22:18 Is Hemant Concerned by the Concentration of Value in MAG 7?
25:33 Has Trump Done More to Hurt or Help the US?
33:06 GC’s Anthropic Investment: Upside from a $60BN Price
42:01 Does Revenue Growth Matter in a World of AI
46:29 The Risks of an AI-Driven Economy
56:38 Lessons from Covid-Era Market Shifts
01:01:45 Investing ...