Taneja: General Catalyst is buying cheap private equity software for AI arbitrage
Hemant Taneja · General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea · Apr 20, 2026 · at 38:22
General Catalyst CEO Hemant Taneja explains how GC's creation team is taking advantage of distressed private equity software assets.
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“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.”
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