defense companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2025 by Bill Gurley · across every show →

Everything said about defense companies, oldest first

Feb 5, 2025 negative
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
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