Linux
3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 9, 2024 by Bill Gurley · said 19 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (14), Sunny Madra (2), Satya Nadella (2), Brad Gerstner (1)
tap a year for its mentions
2025 13 mentions in 3 episodes 4 per episode
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 6 mentions in 4 episodes 2 per episode
- 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
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Linux, oldest first
Sep 9, 2024 positive
Gurley: Open-sourcing SMR designs eliminates single-source risk for utilities
“The reason to make it IP free, Is to get everyone working on the same platform, to remove single source dependency risk, and to get the utilities confidence that this thing's gonna be successful, and gonna go forward, and to get everyone behind it. So do the L…”
Dec 12, 2024 positive
Nadella: Meta's open-source Llama strategy smartly commoditizes complements
“I think what Meta and Mark are doing is very smart, right? Which is in some sense, he's trying to commoditize even his complement, right? It makes a ton of sense to me. If I were in his shoes, I would do that, right? Which is get the entire world converged. I …”
Jul 31, 2025
Gurley: AI will shift from proprietary infrastructure to cheaper open-source stacks
“In the internet age, all the startups began with Oracle and Sun. And eventually they all moved to Linux and MySQL. And so there was a, we got to win it all cost phase. And then there was a phase where you started worrying about cost and optimization. And so on…”