People, every show

Bill Gurley

General Partner, Benchmark. On 7 shows, 49 appearances, plus 6 compilation re-airs not counted. The Shows tab opens the full record on each.

investorhostauthor@bgurley ↗LinkedIn ↗abovethecrowd.com ↗Wikipedia ↗

Bill Gurley is a prominent Silicon Valley venture capitalist best known for Benchmark’s landmark early investment in Uber, alongside backing companies such as OpenTable, Zillow, Grubhub, and Stitch Fix. Beyond investing, he authors the long-running tech analysis blog Above the Crowd, co-hosts the BG2 Pod with Brad Gerstner, and is an author.

7shows
49appearances
556statements
120resolved
74supported
12contradicted
62%fully supported
552said about them ↓

Everything Bill Gurley said on any show that made the record, most notable first. Each card names its show and opens the statement there.

ALL-IN Opinion
Gurley: Anthropic leaders believe they are midwifing a deity, not writing software
“I don't think they think they're writing software. I think they're midwifing a deity here, and I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Dr. Frankenstein theory.”
Bill Gurley May 29, 2026 ▶ 32:17 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
BIGDEAL Prediction Not checkable as stated
Gurley: US proprietary AI will likely lose its lead over Chinese open-source AI
“I think the odds that, that, you know, The US with two, you know, proprietary models can stay ahead of China with 10 open source ones is very low.”
Bill Gurley Mar 4, 2026 ▶ 44:55 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
Gurley: Endowment VC Managers Are Bonused on Paper Marks
“But the thing people may not realize is the managers of the VC group at the large endowments have no incentive to try and right size this number. In fact, many of them are bonused on paper marks. And so, if anything, they have the reverse incentives to get the…”
Bill Gurley Jun 10, 2025 ▶ 8:22 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
BG2 Opinion
Gurley: Defense tech startups and Palantir profit from escalating China tensions
“You have the new kind of VC-backed defense companies who all, and maybe I kind of put Palantir in that group, but they all I think have an incentive To kind of have tension with China, if you will. It actually increases revenue. I call them the new neocons.”
Bill Gurley Feb 5, 2025 ▶ 31:20 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BG2 Opinion
Gurley: US policy to block China from AI is futile and backfired
“I think the policy of American, of the American government to try and keep China out of the AI game is futile. I've always felt that way. I don't think it'll work. In this case, I actually think it backfired.”
Bill Gurley Jan 23, 2025 ▶ 31:35 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BG2 Assertion Contradicted
Gurley: Cross-country excess death data shows COVID lockdowns achieved nothing
“They've gone back through, and looked at excess deaths at a number of different countries, and lockdowns achieved nothing.”
Bill Gurley Jul 25, 2024 ▶ 54:44 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BG2 Assertion Not checkable as stated
Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn
“At least for the cohorts that are old enough, the churn's about 65% annually, so they're only 35% retaining, which Sachs had hinted at on All In, and maybe the reason that I think Sam at one point said he didn't really see the twenty-dollar thing as his future…”
Bill Gurley Jun 22, 2024 ▶ 32:15 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Gurley: Leading AI players are begging for regulation to protect an oligopoly
“I think the thing, you know, that could cut against that, if the regulation gets extremely difficult and mundane and expensive, that could actually lead to more oligopoly. And I think some of the players know that and are begging for regulation.”
Bill Gurley Jun 9, 2026 ▶ 13:54 Mental Models That Change How You Think | Bill Gurley
Gurley: China's open-source AI ecosystem can innovate faster than the US
“Because it's more intense, everyone's chosen to go open source, and that creates a system that, in my mind, is capable of innovating far faster Then the competitive system we have here.”
Bill Gurley Jun 9, 2026 ▶ 15:20 Mental Models That Change How You Think | Bill Gurley
Gurley rejects Washington and Silicon Valley's vilification of China
“Having spent a ton of time in China over the past 20 years, it's hard for me to adopt this mindset of vilification that's heavy amongst many in Washington and now many in Silicon Valley.”
Bill Gurley Jun 9, 2026 ▶ 24:21 Mental Models That Change How You Think | Bill Gurley
Gurley: Traditional IPO process is insanely unfair to companies
“I think it is insanely unfair to the companies the way they're forced to go through this process where The bankers pick the price and pick the shareholders. There's just no need to do that.”
Bill Gurley Jun 9, 2026 ▶ 32:00 Mental Models That Change How You Think | Bill Gurley
Gurley: Bank regulatory capture blocks instant payment systems in US
“And precisely because of regulatory capture, the banks have kept our government from doing that. They've, the government wanted to, they have something called FedNow, but there's massive pushback in the finance committee in Washington, so it never happens.”
Bill Gurley Jun 9, 2026 ▶ 33:51 Mental Models That Change How You Think | Bill Gurley
Gurley: Proxy advisory firms operate an opaque 'heist'
“They score you, but they score you with a black box. They don't tell you how they score you. Right. And guess how you can learn more. You hire them. So they get paid on both sides, and it's just, it's more of a heist, I think, than anything else.”
Bill Gurley Jun 9, 2026 ▶ 41:19 Mental Models That Change How You Think | Bill Gurley
Gurley: Elon Musk's Tesla compensation package is the right model
“The Tesla case is a great example that, that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically s…”
Bill Gurley Jun 9, 2026 ▶ 42:02 Mental Models That Change How You Think | Bill Gurley
Gurley: Passive index funds should not vote corporate proxies
“One thing that would be really great is if they just wouldn't vote because then the people that are active shareholders would have More of a say in what happens with these companies, but there's, they own such a large percentage.”
Bill Gurley Jun 9, 2026 ▶ 43:33 Mental Models That Change How You Think | Bill Gurley
ALL-IN Prediction Not checkable as stated
Gurley: Rest of world will run on Chinese AI if open source is restricted
“Same, same exact conclusion, which is rest of the world ends up running on Chinese models. If they're able to succeed at what you just said.”
Bill Gurley May 29, 2026 ▶ 54:25 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
BIGDEAL Assertion Contradicted
Gurley: Anthropic funds more lobbyists advocating for AI regulation than anyone else
“No one's funding more lobbyists begging for AI regulation than Anthropic themselves.”
Bill Gurley Mar 4, 2026 ▶ 45:13 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
BIGDEAL Opinion
Gurley: 17-year patent terms are too long; innovation would be faster without them
“I would just say, you know, a 17 year patent is way too far. Like, we need to dial it back. I think that we will innovate faster without it.”
Bill Gurley Mar 4, 2026 ▶ 48:27 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
BIGDEAL Opinion
Gurley: The claim that Chinese tech companies are merely copycats is false
“And then you hear this idea, oh, you know, the Chinese are just copycats. They're not innovators. It's just not true. Like, it's just flat out not true.”
Bill Gurley Mar 4, 2026 ▶ 1:00:18 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
BIGDEAL Opinion
Gurley: Travis Kalanick is one of the smartest, hardest-working people he knows
“Uber started in the dingiest, you know, smallest of offices like most startups do, and I already talked about how determined Travis was. He's one of the smartest people I've ever met. He's one of the hardest working people I've ever met, and I don't think the …”
Bill Gurley Mar 4, 2026 ▶ 1:18:27 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
TBPN Opinion
Gurley: Chinese Open-Source AI Is Biggest Threat to US Dominance
“I said then, and I still believe now, the biggest threat to the U.S. Let's call it AI hegemony is, is the Chinese open source models, and the developers even in the US that are working on their own are using those, and you can see that on all the tables that a…”
Bill Gurley Feb 25, 2026 ▶ 19:36 Full Interview: Bill Gurley Thinks College Kills Creativity
BG2 Assertion Supported
Gurley: Microsoft's OpenAI deal uses cloud credits to create cashless revenue
“It started with the original, from my perspective, with the original Microsoft open AI deal where credits go in as A in kind investment. And then those credits are used back against, you know, Azure and Microsoft cloud services. And in the, in that case, you k…”
Bill Gurley Oct 14, 2025 ▶ 10:39 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Gurley: Copying David Swensen's 50% illiquid Yale model broke LP liquidity
“I would suggest that what we might be seeing is the exact result of everyone copying the Yale model. You know, Howard Marks famously said, you make a lot of money when you do something non-consensus and accurate. But what if everyone copies David Swenson? What…”
Bill Gurley Jun 10, 2025 ▶ 21:10 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
INVEST LIKE THE BEST Prediction Not checkable as stated
Gurley: Putting retail IRAs into 2-and-20 venture funds will increase fraud
“If we move to a world where, you know, the answer to getting the everyday consumer into high growth tech is to put their, you know, endowments, for one case, IRAs into, you know, these venture funds that are charging two and 20. I just think there's more obfus…”
Bill Gurley Jun 10, 2025 ▶ 36:58 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best

Show 24statements(532 left)

The other half of the tape: Bill Gurley's own voice is left out of every number here. Other people bring the name up 524 times in 235 episodes across the shows. 28 statements on the record name them. every mention, with the transcript →

Who brings them up most Harry Stebbings 161Jason Calacanis 55David Sacks 25Jason Lemkin 21Brad Gerstner 20Chris Sacca 16John Coogan 15Shervin Pishevar 12

Statements about Bill Gurley, by other people (28)

20VC Opinion
Pishevar: Bill Gurley was the wrong VC on Uber's board
“We had the wrong venture capitalists on the board. Unfortunately, in my opinion, it was Bill Gurley at Benchmark.”
Shervin Pishevar Jan 13, 2025 ▶ 0:17 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
20VC Assertion Contradicted
Pishevar: Bill Gurley hired PIs and met weekly to oust Travis Kalanick
“We found out in our investigation that he hired Some private investigators had weekly meetings about how do we get rid of Travis.”
Shervin Pishevar Jan 13, 2025 ▶ 0:24 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
20VC Opinion
Asparouhov: Bill Gurley's firing of Travis Kalanick was morally depraved
“I wish that, you know, Bill Gurley's, you know, firing of Travis, you know, was, you know, sort of talked about more publicly about how morally depraved that entire basically situation was so that people can choose to opt into.”
Delian Asparouhov Jul 29, 2024 ▶ 42:16 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
20VC Opinion
O'Driscoll: Navan's IPO Proves Bill Gurley's Pricing Critique Is Wrong
“Actually, this actually shows that sometimes Bill Gurley is wrong because his idea is that these IPO share allocations are called free money. You get your IPO. It always goes up and the leaving value on the table. This is an example of an IPO where, you know, …”
Rory O'Driscoll Nov 6, 2025 ▶ 4:22 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
20VC Opinion
Khan: Criticizing 20% to 50% IPO stock pops is misguided
“So I have great respect for Bill Gurley. He's a very, very smart guy incredibly talented, but this one thing I think he, I don't agree with him, you know I think he's over-focused on One day stock pricing. Ah, now listen, if the stock doubles, that's obviously…”
Imran Khan Aug 26, 2024 ▶ 26:44 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
20VC Opinion
Emil Michael: Benchmark's Bill Gurley is a catastrophist who constantly fears crashes
“I believe he's a catastrophist. Catastrophists are one who the sky's always falling”
Emil Michael Oct 25, 2022 ▶ 40:25 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
TBPN Opinion
Prince: Companies have substantial control over their first-day IPO pop
“Like you have a lot of control over how much the pop is going to be. And we sat with bankers and we were like, listen, we want it to go up about. And they were like, okay, if you wanted to go up to 20%, you price it right here. So we priced it right at that po…”
Matthew Prince Jun 10, 2026 ▶ 26:02 Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
BIGDEAL Assertion Not checkable as stated
Sanchez: Bill Gurley backed WeWork because Adam Neumann was a showman
“He said when he first met him in a series A, so the company basically had nothing in existence. His company benchmark had never done a real estate transaction. That's what this guy was asking him to do. But he goes, within the first few minutes, I knew I was g…”
Codie Sanchez Feb 24, 2026 ▶ 12:01 Stop Over-Explaining: The 3 S’s Rule For Projecting Authority
BG2 Assertion Supported
Gerstner: AI clusters scaling to 1 million GPUs are already being planned
“Now, I think these things, Bill, are already being planned and built.”
Brad Gerstner Oct 13, 2024 ▶ 32:16 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
20VC Opinion
Howard Marks: Tech automation threatens long-term employment for manual laborers
“Longer term, I worry about employment, mainly because of the stuff Bill does. You know, his companies are replacing labor with computing power, to over-exaggerate. I worry about where people whose main asset is a strong back are going to get jobs in the longer…”
Howard Marks Jan 4, 2021 ▶ 13:55 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
ALL-IN Opinion
Sacks: Statistically, investment banks rip off founders during traditional IPOs
“And then on top of that, we know statistically Bill Gurley published all the stats. The investment banks are going to rip you off.”
David Sacks Sep 30, 2020 ▶ 8:03 SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
ALL-IN Assertion Supported
Sacks: Research shows unionized police departments face more excessive force complaints
“You know, I, our friend Bill Gurley has been tweeting a lot of great research that around police departments that are unionized, there's a lot more complaints against them. There's a lot more examples of the use of force and unwarranted use of force.”
David Sacks Jun 20, 2020 ▶ 37:05 E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
TBPN Insight
Prince: Pricing IPOs at maximum valuation benefits VCs over operating executives
“The problem with that is if you look at all the companies that, that have done that, so the Airbnbs and others that they basically, you know, that's great for your private market investors. That's great for the VCs. That's great for any of the founders that ar…”
Matthew Prince Jun 10, 2026 ▶ 27:12 Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
BIGDEAL Insight
Gladwell: Mentors should be one step ahead rather than industry legends
“What you want is someone who's one step ahead of you. So you can actually kind of grow with your mentor, right? And they're much, they have just been through what you are about to go through. So their advice is actually current and useful.”
Malcolm Gladwell May 21, 2026 ▶ 6:28 How to Be More Successful Than 99% of People | Malcolm Gladwell
20VC Assertion Supported
Geoffrey Woo: Uber Burned Tens of Billions on Paid Marketing
“I just saw that Bill Gurley was tweeting that you know, paid marketing is, like, the worst form of marketing, and I'm just like, hey, Uber, like, he's most well known for kicking out Travis from Uber, and Uber burnt, like, tens of billions of dollars on straig…”
Jeffrey Wu Apr 18, 2026 ▶ 12:00 Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
20VC Assertion Contradicted
Benchmark turned a $33M Uber investment into $10B in four years
“Bill Gurley was on our board, lost her nerve. And the reality is there's another economic principle called loss aversion, right? If you invest thirty three million dollars in Uber and it looks like ten billion four years later, ten billion on a thirty three mi…”
Emil Michael Oct 25, 2022 ▶ 39:04 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Sacca: Bill Gurley directly confronts founders in board meetings to instil discipline
“I've watched Bill Gurley knuckle up in board meetings and call bullshit, because that's the place it needs to get done, and if you don't build that rigor and discipline early on, you're not setting yourself up to be a world-class company”
Chris Sacca Jan 20, 2022 ▶ 27:50 Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
20VC Disclosure
Danny Rimer: Index Ventures Restructured Good Eggs After Other Investors Bailed
“The second one was, Good Eggs was an example of a company that we invested in. It basically went under. We had to restructure it. The other investors decided to bail. We brought in a new CEO who He, as Jeff Wiener talks about with Reid Hoffman, had a founding …”
Danny Rimer Dec 3, 2018 ▶ 37:32 20VC: Index's Danny Rimer on His Biggest Lessons On Price, Ownership, Board Dynamics & Building Consumer Businesses from Backing The Likes of King, Skype, Farfetch, Glossier and more...
TBPN Opinion
Coogan: SpaceX's 10% to 30% day-one pop marks a successful IPO
“The IPO is successful, I would say. There's been a bunch of chatter back and forth. Bull cases, bear cases. But overall it's hard not to look at this as a success. The, you know, Bill Gurley doesn't want a crazy pop on day one, doesn't want it to go up a hundr…”
John Coogan Jun 13, 2026 ▶ 0:48 🚀 SpaceX IPO Liftoff | Diet TBPN
TBPN Assertion Supported
Bill Gurley Has Repeatedly Warned About Nvidia's Related-Party Startup Deals
“Bill Gurley has a nose for bubbles, like he just can smell bubbles, and he's been harping on the he's been harping on the Nvidia related party transaction thing for quite a while.”
Jordi Hays Nov 6, 2024 ▶ 3:14:52 Trump's Secret Career (ep7)
20VC Assertion Not publicly verifiable
Bill Gurley presented six vetted public CFO candidates at an Uber meeting
“We were in an early Uber board meeting once, and we needed a CFO. And I kind of, I, They said, okay, we need a CFO. And I stopped and I think, okay, like who could be a CFO? And I'm thinking of like old Google people who were like director of finance and maybe…”
Chris Sacca Jan 20, 2022 ▶ 1:01:37 Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
20VC Insight
Top VCs like Bill Gurley take more risk later in their careers
“Experienced venture capitalists and some of the most well-known venture capitalists, Bill Gurley, Doug Leone, Jim Getz, the further along they've got in their career, the more risk they take.”
Jeff Richards Mar 4, 2019 ▶ 30:02 20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
20VC Disclosure
Calacanis details early Uber investment alongside Bill Gurley and Shervin Pishevar
“I was the angel investor in Uber, Bill Gurley did the A round, Shervin did the B”
Jason Calacanis Jun 1, 2015 ▶ 14:56 Jason Calacanis: The World's Greatest Angel Investor
TBPN Assertion Supported
Coogan: Only two of Benchmark's 2017 partners remain today
“On that exact date, Benchmark's equal GP roster was Bill Gurley, Eric Vistria, Matt Kohler, Mitch Lasky, Peter Fenton, Sarah Tavel. Today, the partnership has changed dramatically. The only two that remain are Peter and Eric. And you have Chetan, Ev Randall, a…”
John Coogan Mar 25, 2026 ▶ 5:38 Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN

Show 4statements(4 left)

Every mention by year

tap a year for its mentions
00502510050201520162017201820192020202120222023202420252026episodesmentions
02550201520162017201820192020202120222023202420252026episodes it came up in
001.525350201520162017201820192020202120222023202420252026episodesmentions per episode

20VC 331All-In 114TBPN 56BigDeal 10Invest Like the Best 6BG2 Pod 5the Knowledge Project 2

2026 78 mentions in 44 episodes 2 per episode
2025 96 mentions in 41 episodes 2 per episode
2024 79 mentions in 31 episodes 3 per episode
2023 30 mentions in 18 episodes 2 per episode
2022 94 mentions in 34 episodes 3 per episode
2021 36 mentions in 15 episodes 2 per episode
2020 51 mentions in 21 episodes 2 per episode
2019 15 mentions in 8 episodes 2 per episode
2018 10 mentions in 6 episodes 2 per episode
2017 4 mentions in 4 episodes 1 per episode
2016 24 mentions in 10 episodes 2 per episode
2015 7 mentions in 3 episodes 2 per episode

One line per show, most statements first. The link opens Bill's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
BG2LEDGER General Partner, Benchmarkhost 37 321 65% 49/75 full record on BG2 Pod →
20VCLEDGER General Partner, Benchmark 3 +4 69 64% 9/14 full record on 20VC →
ALL-INLEDGER General Partner, Benchmark 5 +2 55 47% 8/17 full record on All-In →
INVEST LIKE THE BESTLEDGER General Partner, Benchmark 1 48 50% 4/8 full record on Invest Like the Best →
BIGDEALLEDGER General Partner, Benchmark 1 29 75% 3/4 full record on BigDeal →
KNOWLEDGE PROJECTLEDGER General Partner, Benchmark 1 22 50% 1/2 full record on the Knowledge Project →
TBPNLEDGER General Partner, Benchmark 1 12 full record on TBPN →
Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.