Bill Gurley, every mention
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every year anyone Jason Calacanis 48David Sacks 25Brad Gerstner 11David Friedberg 10Chamath Palihapitiya 10Thomas Laffont 4Tandice Urban 2Nikesh Arora 1Keith Rabois 1Adena Friedman 1
Verbatim, from the transcripts: the passages where Bill Gurley comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 44:38 David Sacks Like what Bill Gurley said is, okay, wait, let's slow down this argument and let's just talk about like all the intermediate steps between those things and why they would happen.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 29:29 David Sacks Bill Gurley tweeted a really funny cartoon about this.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:06:23 David Sacks This is not a circular situation like Gurley's worried about.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 44:51 Brad Gerstner As our good friend Bill Gurley likes to remind us, he's like, I can't believe that we're all just taking in stride this level of seller financing, right?
- ▶ 46:12 Jason Calacanis Jared Isaacman from NASA, the one, the only, Brad Gerstner and Bill Gurley, BG, too, coming back.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:06:59 Jason Calacanis We'll also have the Brad Gerstner, Bill Gurley, Elon Musk, and other titles coming, so we'll have those on future episodes, more, more titles coming.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 28:12 Brad Gerstner But despite all of those arguments, and now we're 18 months into this, and I had this back and forth with Gurley a lot.
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 7:04 Nikesh Arora Well, you see, SaaS is, as Bill said, SaaS is different pieces, right?
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 28:08 Jason Calacanis Shout out to, um, Gurley.
- ▶ 36:41 Jason Calacanis Gurley and I took a lot of notes on that, Brad, as well, and so we were able to do zipline, and we put a small ticket size into zipline as well, because if you can take the delivery cost down from 15 dollars to five, and then eventually…
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 39:20 Jason Calacanis Hey, can I give a plug to friend of the pod, Bill Gurley? 4 times in the scene
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 11:31 Brad Gerstner And then Gurley tweets this week, and I totally agree.
- ▶ 24:51 David Sacks I think Bill Gurley has sort of coined this, this term, so it's not open source or closed sources anymore.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 21:43 David Sacks I think Brad Gurley and, ah, sorry, Brad Gerstner and Bill Gurley were- 4 times in the scene
Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
- ▶ 10:26 Adena Friedman We think the direct listing, we've actually worked closely with Bill and others on a direct listing with a capital raise.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 7:35 David Sacks So we get Andrew Ross Sorkin and then Gurser and Gurley get Calcanis.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 32:06 Jason Calacanis Our bestie, Bill Gurley, has a position that, hey, everybody can win.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 10:20 David Sacks Because, you know, I've heard folks like our friends like Bill Gurley and so forth say that. 2 times in the scene
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 1:41:13 Chamath Palihapitiya I think if you had to steel man the Bill Gurley point of view,
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 28:39 David Sacks He warned about regulatory capture, which our friend Bill Gurley would like.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 1:06:52 Keith Rabois I personally believe and subscribe to the view that companies should go public as early as possible than the Bill Gurley, you know, sort of school thought.
Flying Cars Have Arrived! eVTOL Panel: Archer, Joby, Wisk | All-In Summit 2024
- ▶ 14:35 Adam Goldstein The existing environment today makes that very hard, and these are companies that were started in America with American engineers that have raised capital from the American venture community that are listed on the American stock exchanges,…
Thomas Laffont | All-In Summit 2024
- ▶ 25:50 Thomas Laffont I was chatting with Bill Gurley, um, you know, in the green room before, and he, 3 times in the scene
- ▶ 26:30 Thomas Laffont But I said, Bill, realize that also, you guys are also part of the problem because you're on the boards that are also letting this kind of happen, right?
Bari Weiss | All-In Summit 2024
- ▶ 27:26 David Friedberg Well, last year, one of the most popular things that come out of this was, uh, a talk about regulatory capture by Bill Gurley. 4 times in the scene
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 18:04 Jason Calacanis Shout out to our guy, Bill Gurley, who did a great talk last year about this.
- ▶ 22:12 Jason Calacanis We had that great talk, 2851 miles from, from Bill and regulatory capture at the summit.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 3:36 Jason Calacanis The good news is it wasn't actually his birthday, it was Bill Gurley's, so he just hijacked Bill Gurley's birthday. 2 times in the scene
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 43:31 Jason Calacanis The criticism of this is that you're, you have the resources to cozy up, to lobby, to be involved, and you've been very involved with politicians and then startups, which are also passionate about and invest in, um, are not going to have…
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 49:50 David Sacks Now at the same time, my guess is that he's run this by the big tech companies, and he's probably got their blessing to some degree because like Bill Gurley always points out, they like rules like this because of regulatory capture.
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 1:06:21 David Sacks And the only reason that ecosystem has thrived and survived is the reason that Bill Gurley stated at all in summit, which is, what is it?
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
- ▶ 1:09:10 Jason Calacanis In, uh, Bill Gurley's regulatory capture corner.
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 12:19 Jason Calacanis Bill Gurley got a four minute ovation.
- ▶ 16:16 Chamath Palihapitiya I thought Gurley's obviously presentation was superb, but again, it's kind of like saying the obvious cause it was just so masterclass, but the, the, from what I expected to what I got, those were the three that I thought were the most…
- ▶ 1:09:13 Jason Calacanis The, my understanding of some of these late rounds during peak Zerp, 20, 20, 21 from talking to Bill Gurley, was people did not negotiate those rights, those rights, the blocker rights weren't available, and if the majority of common says…
All-In Summit: In conversation with Brian Armstrong
- ▶ 0:24 Jason Calacanis Uh, Brian Armstrong is the co-founder and CEO of Coinbase, um, which is the largest exchange here in the United States, and according to Bill Gurley, he's hoping for more regulation so he can pull up the ladder behind him.
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
- ▶ 3:31 Jason Calacanis Do you put a couple of ice cubes in or do you do like a Bill Gurley ranch water situation?
- ▶ 1:24:26 David Sacks Bill Gurley had a great tweet on this.
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
- ▶ 27:13 David Friedberg Bill Gurley is a great example.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 37:12 Brad Gerstner Gurley chimed in.
- ▶ 1:39:59 Jason Calacanis Brad, is this a problem of the optimal venture fund size that Fred Wilson talks about, that Bill Gurley talks about?
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- ▶ 1:09:29 Jason Calacanis And I talked to some old school VCs, Fred Wilson, Bill Gurley.
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 47:19 Brad Gerstner I think when you spend this much time talking about macro, doing what we do, you know, like last year, I'll be the first to raise my hand and say, you know, like our friend Bill Gurley would say, it leads you in the wrong direction.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 1:26 Jason Calacanis People like, uh, Bill Gurley wrote about this.
- ▶ 23:33 Jason Calacanis This is now back to, you know, sharpening your pencils, Bill Gurley style investing.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 42:18 David Friedberg So you look at a Fred Wilson, Michael Moritz, Danny Gurley, they were investment analysts in public markets before they became venture investors or Mike Moritz, who was a, who was a journalist. 2 times in the scene
- ▶ 46:11 David Sacks I mean, you guys mentioned Gurley and Moritz, like we said, Moritz was a journalist who had written a book about Apple. 2 times in the scene
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:48:08 Jason Calacanis I want to give a shout out to the Bill Gurley's of the world who fought for governance and fought for diligence in the face of being told, okay, boomer, you don't get it.
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 1:21:18 Chamath Palihapitiya Bill Gurley had a really powerful quote as well, which is when companies cut, you know, they don't cut nearly enough and they, and they miss estimate and underestimate how resilient the company is back in, you know, Twitter had two hundred…
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 46:31 David Sacks Bill Gurley had a tweet, a tweet about this a few months ago about how the biggest mistake people make in riffs is they just do like a tepid riff, like a 10% ish riff, and they have to come back and they do it again and they do it again.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 28:10 Brad Gerstner And what Bill Gurley has pounded on, and we've all talked a lot about, there has been in a zero cost of capital world,
- ▶ 55:12 Jason Calacanis Interestingly, Index seems to just follow Benchmark and Bill Gurley's investments and plow into the, that seems to be the highest correlation.
- ▶ 1:14:40 Brad Gerstner I kind of think if our friend Bill Gurley was here, he'd be like, this is a, uh, five minute conversation about the statement of the fucking obvious.
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 34:11 David Friedberg And Juan said, uh, Bill Gurley recently put out a piece explaining
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 15:08 Jason Calacanis I don't know if you saw Gurley did a great interview.
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 10:50 David Sacks And as, you know, Bill Gurley's
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 1:23 David Friedberg Brad Gerstner, Bill Gurley would have higher range. 2 times in the scene
#AIS: Palmer Luckey on Anduril
- ▶ 0:48 Jason Calacanis So candid, so insightful, my pal, Bill Gurley, Brett Gerstner, Adina, Mar, Tandis, Tim, Elon,
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
- ▶ 3:07 Tandice Urban There's this, um, really great quote that I love from Bill Gurley, prolific investor. 2 times in the scene
- ▶ 12:29 Jason Calacanis I, I think the thing that struck me about our dysfunctional system is, ah, the Bill Gurley quote, and then what you're doing.
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
- ▶ 23:25 Jason Calacanis Yesterday we had, ah, Bill Gurley and Brad Gershner on, I don't know if you saw that panel.
E83: Market slide continues, and how to address Uvalde
- ▶ 9:39 Brad Gerstner And then, you know, listen, I had a moment after Bill and I, after Gurley 3 times in the scene
- ▶ 13:55 Jason Calacanis Uh, you and Bill Gurley together.
- ▶ 16:03 Jason Calacanis You might have heard him earlier on the week with Bill Gurley.
- ▶ 41:20 Brad Gerstner You know, and our friend Bill Gurley, uh, rails on this adjusted, adjusted, and, you know, look to your left, look to your right, adjusted one more time, EBITDA, right?
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 39:04 Chamath Palihapitiya So again, I go back to, you know, the person that's always been talking about this, and who again may be proven right yet again is Bill Gurley.
- ▶ 53:49 Jason Calacanis You know, somebody made a joke, like, Bill Gurley's called five of the last three recessions, you know, and it's like, 6 times in the scene
- ▶ 1:15:46 Chamath Palihapitiya Gurley.
- ▶ 1:37:53 Chamath Palihapitiya Larry, who I know very well, and who I, who I love, is like Gurley as well.
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 20:25 Chamath Palihapitiya Same thing with Gurley's, you know, same thing with a lot of, a lot of really, really good investors, John Doerr,
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 12:31 Jason Calacanis And I was just thinking about what Bill Gurley would always say, which I think is a Howard Marks quote, you can't eat IRR.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 1:08:44 Jason Calacanis Obviously our friend Bill Gurley is stepping back.
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- ▶ 4:50 Jason Calacanis Yeah, no Bill Gurley. 2 times in the scene
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 1:11:02 Jason Calacanis But the best thing has been the feedback we've gotten from people like you, Brad, and everybody in the audience, Bill Gurley, a lot of other people here.
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- ▶ 22:59 Chamath Palihapitiya You know, Bill Gurley is another kind of person.
- ▶ 56:42 David Sacks And like Bill Gurley said, it's a rake too far, right?
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- ▶ 23:22 Chamath Palihapitiya My only advice to you, Jason, is talk, talk to a few seasoned GPs like Gurley, Fred Wilson, and figure out the right distribution strategy. 2 times in the scene
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 8:40 David Sacks You remember Bill Gurley had a great post about this saying just because you can charge a 30% rate doesn't mean you should.
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 3:10 Jason Calacanis Uh, Bill Gurley somewhere is smiling. 3 times in the scene
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
- ▶ 1:01:35 Jason Calacanis So basically what you're saying is Bill Gurley's on his headset walking around El Camino Real.
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
- ▶ 56:36 Jason Calacanis I think Bill Gurley had some great insights.
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
- ▶ 41:23 David Sacks Right, but it's, here, let me pull it up, it's on, we, we tweet, I think Bill Gurley first tweeted it, and then I retweeted it.
SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
- ▶ 8:03 David Sacks And then on top of that, we know statistically Bill Gurley published all the stats.
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
- ▶ 58:49 David Sacks And then on top of that, we know statistically Bill Gurley published all the stats.
E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
- ▶ 37:05 David Sacks Um, you know, I, our, our friend Bill Gurley has been tweeting a lot of great research, um, that, uh, around police departments that are unionized, there's a lot more, uh, complaints against them.
E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
- ▶ 1:19:33 Jason Calacanis I mean, this is why Bill Gurley was sounding an alarm, what, three or four years ago saying, listen, if the window's open to go public, get out.