The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Taneja: Anthropic's valuation grew to hundreds of billions on real growth
“You look at Anthropic, Which we're also investors in. That goes from sixty billion dollars last year to, you know, a couple hundred billion dollars. So like, and by the way, with good economic progress, these are not pine to sky valuation. They're based on act…”
Taneja: General Catalyst's Anthropic investment at $60B was last year's cheapest VC deal
“We ended up investing at, you know a eight, nine, ten billion dollar kind of run rate business at sixty billion. That's the cheapest deal that got done last year in venture capital. On a financial basis.”
Taneja: Anthropic and OpenAI could realistically become trillion-dollar companies
“Now we're talking about, can we create trillion dollar companies, right? I mean, that's not a pie in the sky idea with Anthropic and OpenAI and a couple others.”
General Catalyst converted an Ohio nonprofit health system to a for-profit
“Why did we go you know acquire a health system in Ohio? It was a nonprofit. We worked with the attorney general, converted it.”
Taneja: Offshore call center assets will decline due to AI displacement
“So if you're a call center in an emerging country today, There's a declining asset value because you know it's going to be displaced with AI.”
Taneja: Robotics adoption will be slower than expected
“I actually think robotics will be slower than people think in terms of really taking hold”
Taneja: Anthropic grew 10x to $880M in revenue when General Catalyst invested
“So that business, when we invested, was doing about eight hundred and eighty million dollars, which was a 10 X growth from the year before.”
General Catalyst buys declining businesses to grant startups customer access
“This is not about trying to be PE. This is about acquiring businesses in PE that actually have declining value, but have important customers that need to be served and help them get to that AI transformation that Bob's talking about faster by getting our found…”
Taneja: AI will enable Theranos-style single-drop blood diagnostics within 10 years
“I think it's very likely because the challenge with this is how can you actually manufacture Those nano devices where you can take really low volumes and be accurate and measure these things. Technology wasn't there. So when you're going back to our hardware m…”