BREAKING: General Catalyst Releases First-Ever Quarterly Review Hemant Taneja (@htaneja), CEO of @generalcatalyst Is GC going public?? We cover: - GC’s $43B ecosystem - Why the software buyout model is broken - Anthropic’s Series G at $380B - $5B India commitment - Buying Summa Health, hospital in Akron - Anthropic–DoW controversy, Mythos & Project Glasswing - @nikesharora joining the GC board - “Tech Lash 2.0.” HUGE thank you to @deel Co-Founder & CRO @shuooo Wang for the introduction to Reggie & the GC team, I am SO happy we were able to make this happen so quickly! What a treat. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Hemant Taneja, CEO at General Catalyst (01:21) Present state of General Catalyst (05:08) Seed, Creation & the Customer Value Fund (06:54) The purpose behind GC’s quarterly review (12:26) The biggest AI themes right now (15:06) How AI is changing investing decisions (19:25) Why seed & Series G require the same conviction (22:55) Why does he holds two titles at once? (25:17) Why Silicon Valley glorifies the wrong founders (27:52) Building an AI-native hospital (30:20) Managing funds through bubbles & hype cycles (33:13) How funds sell ownership stakes (34:59) Why the software buyout model is broken (38:44) Vista's new software buyout debt fund (39:20) Global Resilience vs. American Dynamism (41:49) GC’s $5B bet on India (45:48) What global investing teaches you (47:09) The four forces of tech lash (50:12) Anthropic, Mythos & the Pentagon (54:06) Is GC going public? (55:26) The Puka shell necklace era