“I would say this is a five year problem. And I say that because if you go back and think about the physics With which these companies are getting built, the companies we're building, you have to put these teams together and they have to go get some customers they can demonstrate progress on. Then they have to start accelerating growth. Only after a few years of that, do you start to make a dent in the industry enough that it becomes a problem. And so just the diffusion has of technology has its own physics. So it's not immediate, but I, but five years is also not a long time. And so what I'm seeing is that these companies are going to, enough of them are going to start being successful in these different areas. And they're going to start impacting jobs in a material way.”
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More from Hemant Taneja
Opinion
Taneja: Venture capital cannot scale fund size and performance simultaneously
“I actually have a strong belief that venture capital can't scale and performance at the same time.”
Hemant TanejaSep 22, 2025▶ 5:17General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
PredictionNot checkable as stated
Taneja: AI risks hollowing out the service sector over ten years
“Imagine if every nurse and every lawyer and every accountant that works in London becomes a AI agent of some company in the United States in the next 10 years. You're going to hollow out a lot of your labor productivity and give it to a U S company or a Chines…”
Hemant TanejaSep 22, 2025▶ 18:31General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
PredictionHeld up
Taneja: Anthropic's enterprise business will be bigger than OpenAI's
“I think their enterprise business I'd argue will be bigger than OpenAI if it already isn't already not having spent that much.”
Hemant TanejaSep 22, 2025▶ 40:38General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
PredictionNot checkable as stated
Taneja: AI and robotics will eventually replace all human labor
“Over time is going to be most of it. And when robotics comes, it'll be all of it.”
Hemant TanejaSep 22, 2025▶ 47:35General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
PredictionOpen · timeframe Sep 2035
Taneja: Stripe will become a $1 trillion company in 10 years
“I think Stripe's gonna be a trillion dollar company. He's gotta give it 10 years, you know, so I'm, we're, it's a compounding business that, you know, Patrick and John always say infrastructure is hard, but it also compounds, and they're sort of steadily just …”
Hemant TanejaSep 22, 2025▶ 1:32:52General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
Insight
Taneja: Exercising default pro-rata in follow-ons is a lazy posture
“And my general posture is that when you're looking at a follow-on investment in a company, you should either have the bias to do more than your parata, or you should have a bias to do less than your parata for whatever the reasons are. I think parata is a lazy…”
Hemant TanejaJun 18, 2018▶ 14:3220VC: General Catalyst's Hemant Taneja on Why We Are In A Golden Age For VC, Why Pro-Rata Is A Lazy Posture and Why He Does Not Focus On Price
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