hypergrowth

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 13, 2024 by Bill Gurley · across every show →

Everything said about hypergrowth, oldest first

Oct 13, 2024 neutral
Insight
Gurley: Hypergrowth delays microeconomics and temporarily masks margin durability
“Hypergrowth tends to delay what you learned in microeconomics class. You know, I remember when I was a PC analyst and there were five public PC companies all growing a hundred percent. And so in, in moments of hypergrowth, you will have margins that may or may…”
Bill Gurley Oct 13, 2024 ▶ 49:18 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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