private companies

3 statements across 3 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 18, 2024 by Bill Gurley · across every show →

Everything said about private companies, oldest first

Apr 18, 2024 negative
Insight
Gurley: Slow-growth private companies are worse off than equivalent public peers
“In fact, like because of a lack of liquidity premium, you're probably worth less than that public company and structurally, Your cap chart's more rigid, and so you have less flexibility. You can't do any acquisition. I mean, there's all kind of reasons why tha…”
Bill Gurley Apr 18, 2024 ▶ 16:26 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 neutral
Insight
Gurley: Venture investors must study public markets as they are the ultimate buyers
“I've often said that the public markets are the buyers. Of private companies, and you got to know them. You got to know them. You got to study them. You got to know what they want to buy.”
Bill Gurley Aug 9, 2024 ▶ 1:36 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 6, 2025 bearish
Assertion Supported
Gurley: Private Delaware unicorns trading secondary shares face litigation risk
“Litigation around shareholder events are tied solely to public companies. That is not true. If you're incorporated in Delaware, you can be sued. You know, if your shares are trading more freely in the secondary market, you're at risk as well.”
Bill Gurley Jun 6, 2025 ▶ 55:37 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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