Uploaded February 2026 | Updated September 2026, 2 weeks ago
In this week's episode of WSJ’s Take On the Week, our hosts Telis Demos and Miriam Gottfried get into why the market still hasn’t made up its mind on Kevin Warsh’s nomination as the Federal Reserve chair, and why gold and silver trades fell on the news. Then Telis says he’ll be looking at Coinbase and Robinhood’s earnings this week to help make sense of bitcoin's falling value. Our hosts then break down the software selloff that followed Anthropic’s release of new legal tools.
After the break, Miriam is joined by Hemant Taneja, CEO of General Catalyst, at WSJ Invest Live. They discuss his investment philosophy in the age of AI. Taneja explains why he waited for a $60 billion valuation to invest in Anthropic and shares his view on why market bubbles can actually be a force for good. He also provides his view on how AI and robotics could challenge every human skill within the next 20 to 30 years.
Chapters:
00:00 Introduction
00:43 Kevin Walsh and Fed policy
03:00 Market volatility and gold sell-off
04:36 Crypto market and trading platforms
09:03 Software stocks and AI disruption
12:48 Private credit and lending concerns
15:38 Interview with Hemant Taneja
16:02 AI bubble discussion
17:08 Anthropic investment rationale
19:28 Future of LLMs and competition
20:57 Enterprise AI adoption
23:06 AI and job displacement
25:46 Business leadership and social issues
27:24 General Catalyst's business strategy
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s private equity reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.
#WSJ #AI #Bitcoin
In this week's episode of WSJ’s Take On the Week, our hosts Telis Demos and Miriam Gottfried get into why the market still hasn’t made up its mind on Kevin Warsh’s nomination as the Federal Reserve chair, and why gold and silver trades fell on the news. Then Telis says he’ll be looking at Coinbase and Robinhood’s earnings this week to help make sense of bitcoin's falling value. Our hosts then break down the software selloff that followed Anthropic’s release of new legal tools.
After the break, Miriam is joined by Hemant Taneja, CEO of General Catalyst, at WSJ Invest Live. They discuss his investment philosophy in the age of AI. Taneja explains why he waited for a $60 billion valuation to invest in Anthropic and shares his view on why market bubbles can actually be a force for good. He also provides his view on how AI and robotics could challenge every human skill within the next 20 to 30 years.
Chapters:
00:00 Introduction
00:43 Kevin Walsh and Fed policy
03:00 Market volatility and gold sell-off
04:36 Crypto market and trading platforms
09:03 Software stocks and AI disruption
12:48 Private credit and lending concerns
15:38 Interview with Hemant Taneja
16:02 AI bubble discussion
17:08 Anthropic investment rationale
19:28 Future of LLMs and competition
20:57 Enterprise AI adoption
23:06 AI and job displacement
25:46 Business leadership and social issues
27:24 General Catalyst's business strategy
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s private equity reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.
#WSJ #AI #Bitcoin
