Gurley steps back from co-hosting BG2 podcast to focus on policy
Bill Gurley · AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Oct 14, 2025 · at 5:46
Bill Gurley announces his departure as a regular co-host of the BG² podcast with Brad Gerstner to pursue public policy work and his book project.
0:00 / 0:34exact quote · 34.1s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I apologize that I'm not going to be doing it anymore. I came across this quote that was really inspiring to me. It said, life begins where your comfort zone ends. And there were a number of people that helped push me to write the book. It's taken up quite a bit of time in the last eight years. It's been a very long project. We'll talk about it more later, but I'm feeling a calling to go work on, or at least attempt to work on some of these bigger issues. So I want to create a platform for that. I want to create room for it and move a bit away from the space that I do know quite well and love quite a bit”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Bill Gurley
Gurley: Defense tech startups and Palantir profit from escalating China tensions
“You have the new kind of VC-backed defense companies who all, and maybe I kind of put Palantir in that group, but they all I think have an incentive To kind of have tension with China, if you will. It actually increases revenue. I call them the new neocons.”
Gurley: US policy to block China from AI is futile and backfired
“I think the policy of American, of the American government to try and keep China out of the AI game is futile. I've always felt that way. I don't think it'll work. In this case, I actually think it backfired.”
Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn
“At least for the cohorts that are old enough, the churn's about 65% annually, so they're only 35% retaining, which Sachs had hinted at on All In, and maybe the reason that I think Sam at one point said he didn't really see the twenty-dollar thing as his future…”
Gurley: Cross-country excess death data shows COVID lockdowns achieved nothing
“They've gone back through, and looked at excess deaths at a number of different countries, and lockdowns achieved nothing.”
Gurley: Microsoft's OpenAI deal uses cloud credits to create cashless revenue
“It started with the original, from my perspective, with the original Microsoft open AI deal where credits go in as A in kind investment. And then those credits are used back against, you know, Azure and Microsoft cloud services. And in the, in that case, you k…”