ZERP
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 10, 2025 by Bill Gurley · across every show →
Everything said about ZERP, oldest first
Jun 10, 2025 bearish
Gurley: Overfunding Stalls Market Attrition and Leaves Too Many Competitors
“I think you end up with too many participants in a single field where you would have had whittling earlier. And so you end up, so that, that makes market expansion more difficult because there's three to five survivors instead of one or two.”