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every year anyone Bill Gurley 2Ali Ghodsi 2Brad Gerstner 1Aaron Levie 1

Verbatim, from the transcripts: the passages where Zoom comes up

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AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod Dec 23, 2025 · 2 mentions

  • ▶ 30:53 Ali Ghodsi So, you know, just, just like, uh, I think a company that would be well positioned to do that would actually kind of be Zoom. 2 times in the scene

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention

  • ▶ 1:03:33 Bill Gurley Whether it's their email, Gmail product, and then their docs product, and then their, you know, their, their Slack-like competitive products, and their Zoom-like competitive products, and then the fact that they own Android, and this, this…

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 1 mention

  • ▶ 53:42 Brad Gerstner I tweeted over the weekend is great news that I saw that Zoom and Salesforce and Workdays, they're starting to get sober about stock-based compensation.

Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 18, 2024 · 1 mention

  • ▶ 1:16:13 Bill Gurley And that, and that includes Slack and Zoom and things that allow people to have more employees outside of the Bay Area.

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 1 mention

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