General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM скачать в хорошем качестве

General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM

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. ----------------------------------------------- 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 in Capped Upside Companies 01:07:54 Navigating Secondary Markets 01:15:54 Changing the Capital Supply Base 01:20:43 Looking Back on Product & Strategy Mistakes 01:24:57 Boutique vs Mega-Funds in VC 01:29:24 “What I Learned Losing the Series A of Snap, Stripe, Samsara” 01:34:00 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X:   / harrystebbings   Follow Hemant Taneja on X:   / htaneja   Follow 20VC on Instagram:   / 20vchq   Follow 20VC on TikTok:   / 20vc_tok   Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #hemanttaneja #vc #ceo #generalcatalyst #anthropic #stripe #ai