General Catalyst CEO, Hemant Taneja: Investing $5BN+ Into Stripe Over 14 Rounds

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:

Is Hemant a CEO or an Investor?

Explaining Returns to Different LP Classes

Mapping Markets at Scale

No One is Talking About the True Impact of AI on Jobs

Is Hemant Concerned by the Concentration of Value in MAG 7?

Has Trump Done More to Hurt or Help the US?

GC’s Anthropic Investment: Upside from a $60BN Price

Does Revenue Growth Matter in a World of AI

The Risks of an AI-Driven Economy

Lessons from Covid-Era Market Shifts

Investing in Capped Upside Companies

Navigating Secondary Markets

Changing the Capital Supply Base

Looking Back on Product & Strategy Mistakes

Boutique vs Mega-Funds in VC

“What I Learned Losing the Series A of Snap, Stripe, Samsara”