Ed Ludlow

AI valuations, tricky topic, says General Catalyst CEO Hemant Taneja.

That's one way that he put it.

We sit down with him here at CES to discuss his views on AI valuations and whether it's all hype or not and some potential IPOs down the line.

Take a listen.

I know you're very passionate about the democratization of access to some of these companies.

Look, Anthropic might go public.

Should it be going public sooner?

Should the next round be one that comes to the masses rather than perhaps going to let another venture or another crossover round where they remain private?

That was General Catalyst CEO Hemant Taneja.

Speaking of IPOs, Discord filed confidentially for an IPO, according to our sources, adding to a rapidly growing pipeline of venture capital-backed tech listings.

Caro, you broke the story with our mate Bailey Lipschultz.

The details are important, right?

Like Discord, it's a platform that I've used, but what do we need to know here?

Yeah, because you're a gamer, and it started a decade ago, and it's really a gaming chat platform that's morphed into much more than that.

It's got 200 million users on average on a monthly basis.

They have an interesting executive leadership reshuffle of last year.

They've now got an Activision Blizzard alumni as the CEO, someone who worked at King, someone who can really steer the monetization part of the business now because Ed Citroen, their co-founder, has gone over to the board level.

But this really does build to this kind of fire feeling of IPO pipeline.

We've got Motive waiting in their wings, we understand.

There's plenty others.