Nvidia can add a trillion dollars of market cap in 100 days and Anthropic is adding billions in revenue a month, and General Catalyst’s read is blunt: value is concentrating in a handful of companies so fast that building a billion-dollar business is no longer worth a founder’s life.
So GC rebuilt the firm around that fact.
We analized GC new capital vehicles, the owned hospital and asset manager, the surgical AI bets, and the one metric Taneja actually optimizes for.
Here are the signals to track and the playbook to copy without watching the whole thing:
Why a billion-dollar exit stopped being worth a founder’s life
The capital vehicles are the product, not the checks
The living lab: GC buys the customer so it sees the problem first
The Janus flywheel: owning a half-trillion asset manager to lower founders’ cost of capital
The surgical AI bets, and Taneja’s admission that indexing might have beaten them
What to track and where the strategy leaves room for you
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