Sand Hill Road
also referred to as: sandhill road
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2024 by Aaron Levie · said 8 times in 6 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (6), Aaron Levie (2)
tap a year for its mentions
2026 2 mentions in 1 episode
2024 6 mentions in 5 episodes 1 per episode
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Sand Hill Road, oldest first
Feb 8, 2024 negative
Levie: Applying identical multiples to 5% and 90% margin businesses is crazy
“If you're like one click or two clicks removed from Sandhill Road and Sandhill's equally to probably blame at certain points, you're sort of like, oh, tech enabled, everything should all get a six or 10 X revenue multiple when the underlying economics of this …”