General Catalyst Makes Largest Bet on Anthropic’s Trust‑Driven AI
We are quadrupling down on Anthropic . This is the largest single investment in General Catalyst 's history. It reflects just how strongly we believe in this company - largely because Anthropic is winning on product and on values simultaneously. In an industry that still treats ethics as a tax on speed, Dario and team have made trust into a competitive advantage. We first invested four rounds ago (March 2025 at $61.5B) because of the technology and the soul. It's been a privilege to watch them grow into one of the world's most important companies while keeping both intact.
Stephen Klasko Leads Health Assurance Foundation to AI‑Driven Care
I am happy to announce that Dr. Stephen Klasko has been named CEO of the Health Assurance Foundation. Almost ten years ago, Steve and I started writing UnHealthcare: A Manifesto for Health Assurance, which laid out the simple thesis that...
Public-Private Partnership Drives AI-Enabled Community Health Transformation
General Catalyst , HATCo, and Summa Health hosted Secretary of Health and Human Services Robert F. Kennedy, Jr. in Akron, OH to learn about our vision for tech-enabled health assurance. Secretary Kennedy visited Akron to see first-hand the transformation underway...
AI‑focused Long Lake Seals $6.3B Amex GBT Takeover
Long Lake, one of our very first AI roll ups, has agreed to acquire Amex GBT for $6.3 billion. @alextaubman had a vision to take durable franchise businesses with decades of customer trust and make them better with AI. In two years:...
AI Cuts Docs, Keeps Doctors From Burning Out
I think we will finally end technology’s contribution to physician burnout. Tanay sent me a quote this morning from an ED physician using Commure 's Ambient AI: "I think all my charts are just ready to sign. I had 14...
General Catalyst Appoints Nikesh Harora as Lead Independent Director
Thrilled to welcome @nikesharora as @generalcatalyst's first lead independent director. Nikesh brings the rare combination of investor thinking and operator execution and has led some of the most consequential tech orgs in the world. I've long admired the clarity and...
Self‑Optimizing AI Loop Cuts Cost, Boosts Speed
Awesome. 680% speed improvement. 97% cost reduction. As the hardware/software loop condenses, intelligence is folding back on the physical substrate of its own existence, optimizing the lithography that prints the transistors that run the models that optimize the lithography. We're seeing...
AI Era Revives Second‑Mover Advantage for New Leaders
Second mover advantage has always been powerful. AltaVista, Google. Myspace, Facebook. AppDynamics, Datadog. OpenAI, Anthropic. We're seeing this at GC with @WeAreLegora in legal and @parloa_ai in CX. Every tech era has a different source of 2nd mover advantage. internet era...
Rebooting US Semiconductor Supply Chains for National Resilience
Rebooting semiconductor supply chains is a moonshot silicon valley needed to take on for US resilience. GC backed Substrate 3+ years ago. Stoked to see this unveiled today. America invented semiconductors. We will lead again.