EUVC VC | E412 | General Catalyst’s Juliet Bailin on VC behavior and why venture needs a self-awareness reset
Feb 11, 2025
46:04
In today’s episode of the EUVC Podcast, Andreas talks with Juliet Bailin, Partner at General Catalyst, to explore the firm’s expansion in Europe, investment philosophy, and unique approach to venture capital. General Catalyst, known for backing companies like Stripe, Samsara, Livongo, and Mistral, operates with a global mindset while maintaining a deep commitment to early-stage investing.
Juliet, who focuses on infrastructure and applied AI, shares how her history background shapes her perspective on venture, why truth-seeking is fundamental to being a great investor, and how General Catalyst’s collaborative culture enables them to operate as one unified firm across geographies. She also dives into the firm’s recent rebrand and refreshed core values, including playing the long game, serving others, and shaping ambiguity.
In the second part of the conversation, we tackle an honest discussion on why venture needs a self-awareness reset. Juliet calls out common bad investor behaviors, from ghosting founders to exploding term sheets, and explains why overvaluing companies for ego reasons ultimately hurts founders the most. She also shares how General Catalyst ensures transparency in decision-making and why long-term relationships—not just transactional networks—are key to success.
Go to eu.vc for our core learnings and the full video interview 👀
Juliet, who focuses on infrastructure and applied AI, shares how her history background shapes her perspective on venture, why truth-seeking is fundamental to being a great investor, and how General Catalyst’s collaborative culture enables them to operate as one unified firm across geographies. She also dives into the firm’s recent rebrand and refreshed core values, including playing the long game, serving others, and shaping ambiguity.
In the second part of the conversation, we tackle an honest discussion on why venture needs a self-awareness reset. Juliet calls out common bad investor behaviors, from ghosting founders to exploding term sheets, and explains why overvaluing companies for ego reasons ultimately hurts founders the most. She also shares how General Catalyst ensures transparency in decision-making and why long-term relationships—not just transactional networks—are key to success.
Go to eu.vc for our core learnings and the full video interview 👀