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 ambition he brings to everything he does. Nikesh joins me and our chairman @ChenaultKen on the board. Look forward to our work together building GC and supporting the founders we back.
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.