Bill Gurley, every mention

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every year anyone Brad Gerstner 4Apoorv Mehta 1

Verbatim, from the transcripts: the passages where Bill Gurley comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 2 mentions

  • ▶ 46:57 Brad Gerstner And I think the consensus at the time, at least on this podcast, um, the, the, the debate with, with my, with, with Bill, was that open source models, cheap tokens, were catching up on the frontier, that perhaps these models were beginning… 2 times in the scene

ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod Mar 15, 2026 · 1 mention

  • ▶ 57:21 Apoorv Mehta Our friend, uh, Bill Gurley wrote about it in his book, Running Down a Dream, um, about curiosity.

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention

  • ▶ 50:12 Brad Gerstner You know, there's been a lot of ink and time spent even on this podcast with my partner, Bill Gurley, talking about circular revenues, including Microsoft Stasher credits, right to open AI that were booked as revenue.

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

  • ▶ 1:12:32 Brad Gerstner I'd get in trouble by my partner, Bill Gurley, if I didn't go back to the open source point.
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