
WSJ's Take On the Week Why This VC Says AI and Robotics Will Put Every Human Job at Risk
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Feb 8, 2026 Hemant Taneja, venture capitalist and CEO of General Catalyst, shares his take on investing in AI and startups. He explains why he backed Anthropic at scale and argues multiple AI winners will emerge. Conversations cover AI scaling, real-world AI deployments in healthcare, and why many human skills could be challenged in 20 to 30 years.
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AI Announcement Triggered Broad Software Sell-Off
- The Anthropic legal tool announcement sparked a broad software sell-off from fears of SaaS disruption.
- Hosts caution not all software will be quickly replaced and some sell-offs may be overblown.
Bubbles Can Be Productive
- Bubbles can be useful because they mobilize talent and capital into important areas.
- Hemant Taneja views AI funding as a mix of practical applications and speculative science projects.
Invest After You See Real Business Signals
- General Catalyst waited to invest until Anthropic showed real revenue traction.
- Taneja invested at a $60B valuation when the company had a clearer path to multi-billion dollar economics.

