General Catalyst
includes General Catalyst Institute, General Catalyst Creation Fund, General Catalyst Creation
48 statements across 8 episodes · 27 bullish · 5 bearish · 8 people on the record · first statement Feb 21, 2025 by Molly O'Shea · said 113 times in 19 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (51), Mark Bhargava (18), Hemant Taneja (15), Teresa Carlson (9), Tanay Tandon (7), Qasar Younis (2), Jordan Black (2), Ev Randle (2)
tap a year for its mentions
2026 68 mentions in 11 episodes 6 per episode
- General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
- How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
- Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 43 mentions in 6 episodes 7 per episode
- Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
- How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
- Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 2 mentions in 2 episodes 1 per episode
Everything said about General Catalyst, oldest first
Feb 21, 2025 neutral
Jun 12, 2025
Nov 18, 2025 neutral
Ulevitch: a16z and General Catalyst split Anduril's Series B
“And this was their Series B. And when I went down there, I met Catherine Boyle, who was at a rival firm at General Catalyst and she thought she was going to do the Series B. And so the way we met was we ended up having to split the Series B which Anderil sort …”
Dec 5, 2025 bullish
Dec 5, 2025 positive
General Catalyst plans to hold in-house transformation companies long-term without IPOs
“We have a wealth management business that we've set up to help founders manage their money. That's another company we've built in house that we plan to hold for a very long time. And then finally, we have now an AI consulting business called Percepta that real…”
Dec 5, 2025
Bhargava: Seed Checks Deserve Equal Focus as $100M Checks for Ownership
“So a lot of people have the mentality of, oh, this is a hundred million dollar check. Let's spend all our time. This is more important than like a one million seed check. But the reality is normally your a hundred million check is buying you 10% of a company. …”
Dec 5, 2025 bullish
Bhargava: AI roll-up skepticism will vanish in a few years, like crypto
“I think we're kind of there in the AI roll-up right now, where You know, ourselves and ELOD and Thrive and a few others, AVC have embraced it, but I think most of the market is still pretty skeptical, you know, similar to kind of the crypto evolution and where…”
Dec 5, 2025 bearish
Bhargava: Roughly 95% of Fortune 100 AI initiatives have failed to deliver
“We haven't seen a lot of people implement AI effectively to date, and we're generally in the view, along with that MIT study, that maybe 95% of these Fortune one hunters have tried, and they said it's kind of a waste, and it didn't really work, and it was jank…”
Dec 5, 2025 bullish
Bhargava: AI roll-ups can grow faster with higher margins than software
“In a 16 trillion dollar services industry, we could have companies growing faster than software companies and at higher margin than software companies. And so this pool of one trillion that VC has been fishing in has actually expanded now, maybe not to the ful…”
Dec 5, 2025 positive
General Catalyst adds operating costs by hiring engineers and adopting LLMs
“Some of this AI technology, you add costs, right? So you can't go in, add debt, cut costs. We're actually going in and we're adding costs. We're saying hire engineers. We're subscribing to LLM based software. It's like we're going in and investing in adding co…”
Dec 5, 2025 bullish
Bhargava: Crescendo automates 50-70% of call centers, raising EBITDA margins to 40%
“Someone from GC went and joined full time, and we built out this software that automates 50 to 70% now of what a call center does. So after proving that out in a year and having 10 or so pilot clients, we gave them the money to actually go buy a call center. A…”
Dec 5, 2025 positive
General Catalyst created Percepta to execute enterprise AI implementation
“But at GC, we created a company called Percepta, one of our transformation companies that we want to hold for the long term. And they, you know, the thesis there is that maybe traditional consulting isn't really designed for a lot of the AI implementation piec…”
Dec 5, 2025 bullish
AI roll-ups double cash flow and hit 30% EBITDA in one year
“So we're already seeing in many of the case studies that if you look at the first couple of companies they acquired, even if they've only grown revenue, 20%, if they've kept the cost basis flat using AI, but then bringing up people to kind of do 20% more tasks…”
Dec 5, 2025 neutral
GC invests $100M to $150M across 3-4 rounds per AI roll-up platform
“So at GC, we've been investing between a hundred and a hundred fifty million in each of these projects, but over, you know, three or four rounds of funding. We like to lead at least the first two, and then we start bringing in other investors in the third or t…”
Dec 5, 2025 neutral
Bhargava: GC identified 10 target industries where AI automates 20-30% of tasks
“So then we map those forms of automation against these 70 industries. And we came up with 10 where we thought we have really high conviction that at least 20 to 30% of tasks, again, not people, but tasks can be automated.”
Dec 5, 2025
Dec 5, 2025 positive
Dec 5, 2025 positive
Dec 5, 2025 bullish
Dec 5, 2025 neutral
GC Creation fund aims to IPO incubated companies in 7-10 years
“We on the creation side are incubating companies But ones that we would want to take public in seven to 10 years. So they're not necessarily companies we majority own or we would hold forever, but they're businesses we think really should exist that we're crea…”
Dec 5, 2025
Dec 5, 2025 neutral
Bhargava: General Catalyst targets 30% to 70% automation for AI roll-ups
“So one thing we're careful about in the AI enable rollups is we target 30% automation at least, but we actually don't want more than 70% automation because if something is approaching 80, 90 or a hundred percent automation, then there's really not the people s…”
Apr 20, 2026 negative
Taneja: Selling GP stakes for personal liquidity creates LP misalignment
“The wrong reason would be if you do that, ah, to take capital off yourself, because then you're misaligning with your investors. Ok? The investors gave you money. Carry has some value. You sell it to the third party, monetize, but your investors didn't. That w…”
Apr 20, 2026 positive
Apr 20, 2026
Taneja: General Catalyst sold a GP stake to Petershill in 2018 and bought it back
“We did do this, by the way. We did it in 2018. With Peters Hill, and the reason we had done it was because, ah, we had decided right when, around that time, that we're gonna scale, ah, to have the kind of capital needed to build companies in this generation. A…”
Apr 20, 2026 bullish
Apr 20, 2026 bullish
Taneja: Global Geopolitics Will Cause Defense Primes to Emerge Everywhere
“The geopolitics is going to force supply chains to shift. Does Europe really want to buy American defense products? Maybe some countries will, but the biggest ones won't. They want to create resilience. Does India really want to rely on Russia or America for t…”
Apr 20, 2026 negative
Taneja: Dismissing legacy companies while building legacy-defining firms is hypocritical
“The irony of how we behave is, ah, we'll say in the same breath, I want to build a legacy defining company, and legacy companies are stupid. So somebody else is like you from the past is stupid, and your future legacy is important. That's just a disrespectful …”
Apr 20, 2026
Taneja: General Catalyst shares economics globally with no regional fund silos
“We align economics, you know, across all these funds with the whole team. We don't have a U.S. Fund and a Euro fund and an India fund. We are global in everything we do, and we're one team, and everybody participates equally”
Apr 20, 2026 bullish
Apr 20, 2026
Apr 20, 2026 negative
Apr 20, 2026 positive
Apr 20, 2026 bullish
Apr 20, 2026 positive
Apr 20, 2026 bullish
Apr 20, 2026 positive
Taneja: General Catalyst redirects political donations into GC Institute
“We took a stance that we're not going to engage in politics. And, but we want to work with the administration, whichever one is there, with genuine partnership to help them think about how can innovation truly be impact at scale in our societal systems. So we …”
Apr 20, 2026 neutral
Apr 20, 2026 positive
Apr 20, 2026 positive
Apr 20, 2026 bullish
Taneja: General Catalyst is buying cheap private equity software for AI arbitrage
“If you look at, you know, a lot of what Mark and Madhu and our team is doing in creation, we're buying some of these things from PE firms. We're buying them for not a lot, and we'll arb them into AI transformation, and maybe there's a way to create outfalls.”
Apr 20, 2026 positive
Taneja: GC Has Seven Portfolio Companies Working On-Site at Summa Health
“If you go to SUMA today in Akron, Ohio, we have seven of our companies and the perceptive team and our own investment team that's literally there all the time trying to figure out how to take this community hospital that in all odds will go Down the path of be…”
May 19, 2026 positive
May 19, 2026 positive
Tandon: General Catalyst CVF Risks Customer Cohorts, Not the Balance Sheet
“Instead of risking against balance sheet, it's risk against forward-looking customer cohorts and performance. So if you're confident that your SaaS cohorts will perform and revenue will show up, and when you put in go-to-market dollars, net new logos will show…”
May 19, 2026 neutral
Jun 29, 2026 neutral
Randle: Andreessen Horowitz and General Catalyst are asset managers, not VC firms
“But I think a lot of these firms, they have just become alternative asset managers. And like, that is what they are. And they have venture products, but they are not venture capital firms. And that's, that, that's not me being like, oh, they're not VC firms be…”
Jul 15, 2026 positive
Senra Systems Closes $65M Series B Led by Lowercarbon and Interlagos
“Senra Systems officially closed our Series B fundraising for sixty-five million dollars. We had Lower Carbon, Interlagos leading the round with a lot of our existing investors coming into the mix, such as Sequoia, Founders Fund, General Catalyst Andreessen Hor…”