Benchmark
2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 22, 2025 by Bill Gurley · said 17 times in 10 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (14), Satya Nadella (1), Philippe Laffont (1), Bill Gurley (1)
tap a year for its mentions
2025 11 mentions in 5 episodes 2 per episode
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 6 mentions in 5 episodes 1 per episode
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Benchmark, oldest first
May 22, 2025
Jun 20, 2025 bearish
Gurley: Low-growth $50M–$100M companies must increase risk rather than protect multiples
“One of the big thing, problems I think they have is having, you survive to this point, and having succeeded, let's say they have revenue of 50 to a hundred million dollars, they feel like they need to protect something, and it puts them on the back foot, not t…”