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General Atlantic

also referred to as: ga

includes General Atlantic Foundation

12 statements across 7 episodes · 4 bullish · 1 bearish · 7 people on the record · first statement Jul 22, 2021 by Bill Ford · said 81 times in 9 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Tom Lenehan (33), Ted Seides (22), Tom Steyer (7), David Salem (5), Bill Ford (5), Mitchell Green (3), Will Cook (2), Josh Wolfe (1)

tap a year for its mentions
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02320212022202320242025episodes it came up in
00201.540320212022202320242025episodesmentions per episode
2025 6 mentions in 3 episodes 2 per episode
2024 5 mentions in 1 episode
2023 8 mentions in 2 episodes 4 per episode
2022 1 mention in 1 episode
2021 61 mentions in 2 episodes 31 per episode

every mention, scene by scene, with the transcript →

Everything said about General Atlantic, oldest first

Jul 22, 2021 positive
Disclosure
China represents almost 20% of General Atlantic's global portfolio
“China has been an incredibly important geography for us. It's almost 20% of our portfolio.”
Bill Ford Jul 22, 2021 ▶ 17:32 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jul 22, 2021 neutral
Insight
Ford: Failed investments typically stem from misjudging the growth case
“And what we all say to ourselves when we get investments wrong, it's typically because we got the growth case wrong. We overestimate the market size or how good the company's product or service was.”
Bill Ford Jul 22, 2021 ▶ 20:49 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jul 22, 2021 neutral
Disclosure
Ford: Half of General Atlantic's business is outside the US
“Coming up to today, about half of our business Is now outside the U S about a thirds of in emerging markets.”
Bill Ford Jul 22, 2021 ▶ 16:23 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jul 22, 2021 bullish
Disclosure
Ford: General Atlantic may launch a dedicated climate and sustainability fund
“One area we have our eye on right now that we're spending quite a bit of time on is climate, sustainability, and energy transition, because we are starting to see more and more deal flow that in our core sectors like technology that are focused on this very, v…”
Bill Ford Jul 22, 2021 ▶ 26:43 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jul 22, 2021 negative
Disclosure
Ford: General Atlantic does not need permanent capital or GP stakes
“So far, we've concluded that we don't really need it, that we have sufficient capital in the business to grow, to add talent, to add offices like you talked about before, to add sectors.”
Bill Ford Jul 22, 2021 ▶ 28:42 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jan 9, 2023
Assertion Supported
Lemkau, Robert Smith, and Mark McMorris launched Goldman's West Coast tech M&A
“It was a guy named Mark McMorris, who went on to go work at General Atlantic for a long time, and then Robert Smith, who eventually went on to go found Vista Equity, and me, the three of us went out there, all the same associate class, like three musketeers st…”
Gregg Lemkau Jan 9, 2023 ▶ 8:31 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Mar 6, 2023
Assertion Not checkable as stated
Steyer: Hellman & Friedman backed Farallon launch with $8M seed commitment
“When I asked two different people if they would basically back me with limited partner money, one of them was a firm in San Francisco where the number three person was my old roommate. It's called Hellman and Friedman, and I think they guaranteed me eight mill…”
Tom Steyer Mar 6, 2023 ▶ 17:11 Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
Sep 30, 2024 neutral
Assertion Supported
Salem: Private equity giant General Atlantic originated inside the Atlantic Foundation
“General Atlantic, that now massive global private equity firm, began its life as a folder in the file cabinet of the Bermuda-based Atlantic Foundation, later doing business as the Atlantic Philanthropies.”
David Salem Sep 30, 2024 ▶ 48:25 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Jan 27, 2025 neutral
Opinion
Green: Sequoia, Kleiner, and Bessemer had little differentiation beyond check size
“And I didn't frankly think there was much difference between Bessemer and Sequoia and Kleiner at the time, and General Atlantic and TCV, other than some people wrote bigger checks and smaller checks.”
Mitchell Green Jan 27, 2025 ▶ 12:23 Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Jun 30, 2025 positive
Assertion Supported
Barth: General Atlantic uses an AI bot on its investment committee
“I mean, I think what GA is doing is really cool in terms of having an AI bot on their investment committee, thinking about investment decisions they made in the past and having that institutional memory in a bot.”
Brett Barth Jun 30, 2025 ▶ 41:08 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Dec 8, 2025 bullish
Prediction Open · timeframe Dec 2030
Wolfe: General Atlantic, General Catalyst, and a16z will go public
“And I believe that at least General Atlantic, General Catalyst, Andreessen, maybe Insight, maybe Lightspeed, go public.”
Josh Wolfe Dec 8, 2025 ▶ 8:48 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
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