Kayak
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2024 by Bill Gurley · said 3 times in 3 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (2), Brad Gerstner (1)
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2024 3 mentions in 3 episodes 1 per episode
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Kayak, oldest first
Oct 31, 2024 neutral
Gurley: Direct AI transaction completion will reduce revenue per visit
“Their revenue per visit is going to fall if they complete the transaction. Because someone is spending marketing dollars to take that customer to their website and run the transaction with the hopes that they'll come directly back to that website. So they'll s…”