AI sector
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Bill Gurley · across every show →
Everything said about AI sector, oldest first
Mar 21, 2024 bearish
Gurley: Microsoft's Inflection deal is a warning against overpaying in AI
“This is a warning sign that you can't just pay any price For any deal in the AI sector and get paid. And cause I don't, you know, this, I don't see this now. I don't see the current status as a company that's going to have a venture-like return from here.”