Bill Gurley, every mention

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every year anyone John Coogan 15Jordi Hays 8Martin Shkreli 4Matthew Prince 2Everett Randle 2Brad Gerstner 2Tyler Hogge 1Delian Asparouhov 1

Verbatim, from the transcripts: the passages where Bill Gurley comes up

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Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN Aug 13, 2026 · 1 mention

  • ▶ 16:05 unnamed speaker Yeah, Bill, Bill Gurley was making the point that

More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN Aug 6, 2026 · 2 mentions

  • ▶ 24:32 John Coogan Take him and Bill Gurley are going back and forth on what this means for Google. 2 times in the scene

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN Jul 28, 2026 · 1 mention

  • ▶ 16:50 unnamed speaker The, the, the most, like, minimal claim, it would just be that there's been a violation of terms of service, and so I think that would be a lawsuit Bill Gurley was talking about, like, there is a precedent for suing a foreign company that…

AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN Jul 23, 2026 · 3 mentions

  • ▶ 5:53 Jordi Hays The, the, the Bill Gurley post about, you know, they, we can pull up Bill Gurley's, Bill Gurley's post of, uh, talking to the computer. 3 times in the scene

🚀 SpaceX IPO Liftoff | Diet TBPN Jun 13, 2026 · 1 mention

  • ▶ 1:01 John Coogan The, you know, Bill Gurley doesn't want a crazy pop on day one, doesn't want it to go up a hundred percent.

Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1 Jun 10, 2026 · 2 mentions

  • ▶ 25:56 Matthew Prince Everyone, like Bill Gurley and I have fights about this, um, from, from time to time about IPOs. 2 times in the scene

Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN Jun 10, 2026 · 1 mention

  • ▶ 27:49 unnamed speaker Certain investors might be locked up unless you're Bill Gurley.

Where Brad Gerstner Is Investing Billions May 29, 2026 · 2 mentions

  • ▶ 2:02 Brad Gerstner I mean, on my podcast with Bill, uh, Bill Gurley, you know, we debated this, uh, you know, Bill was saying, will the revenue show up, will there be gross margins, will there be ROI, we're overbuilding, are we, you know, every supply
  • ▶ 10:44 Brad Gerstner And then Bill and I did a pod, is software dead?

China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN Apr 27, 2026 · 1 mention

  • ▶ 26:08 Jordi Hays According to Gurley, there's always been back and forth about whether or not, uh, China would have any power over the Manus team.

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN Apr 25, 2026 · 2 mentions

  • ▶ 16:51 unnamed speaker Bill Gurley, uh, let's see what Bill Gurley, let's check in with BG. 2 times in the scene

Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN Mar 25, 2026 · 2 mentions

  • ▶ 3:47 John Coogan So Shervin said, in my opinion, Gurley single handedly destroyed hundreds of billions in value.
  • ▶ 5:38 John Coogan On that exact date, Benchmark's equal GP roster was Bill Gurley, Eric Vistria, Matt Kohler, Mitch Lasky, Peter Fenton, Sarah Tavel.

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN Mar 18, 2026 · 1 mention

  • ▶ 28:41 unnamed speaker Bill Gurley says, I fear that AI has decimated the traditional email inbox as we know it.

Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN Feb 26, 2026 · 1 mention

Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN Feb 13, 2026 · 2 mentions

  • ▶ 21:06 unnamed speaker Bill Gurley responded. 2 times in the scene

Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN Jan 6, 2026 · 4 mentions

  • ▶ 0:42 unnamed speaker And this echoes what Gurley has said too.
  • ▶ 8:09 unnamed speaker This all started because Bill Gurley was an investor in Manus. 3 times in the scene

Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN Nov 25, 2025 · 6 mentions

  • ▶ 23:45 unnamed speaker Huge congratulations to Bill Gurley for receiving the Texas Distinguished Alumnus Award. 6 times in the scene

OpenAI Requesting Federal Backstop? | Diet TBPN Nov 7, 2025 · 1 mention

Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew Aug 30, 2025 · 3 mentions

  • ▶ 15:35 Jordi Hays And, uh, Bill Gurley said, here's my take. 2 times in the scene
  • ▶ 49:16 John Coogan And I understand that, yeah, there is this like slippery slope, but, uh, to Bill Gurley's point, like Intel could have said no.

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot Aug 16, 2025 · 3 mentions

  • ▶ 1:37:25 Delian Asparouhov You know, back in the 2000 times would have refused to invest into any company that had negative gross margin and are all now pouring cash into both the like AI application layer companies and like, you know, foundation models that all…
  • ▶ 1:54:47 Everett Randle Yeah, I think, um, so, uh, Dellian's, uh, hero and close mentor, Bill Gurley had an essay a long time ago called the 10 X revenue club. 2 times in the scene

Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf Jul 19, 2025 · 4 mentions

DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly Jan 25, 2025 · 2 mentions

CEO Assassination Deep Dive (ep19) Dec 7, 2024 · 2 mentions

  • ▶ 1:14:48 unnamed speaker I think this story wasn't really, didn't get the attention that it deserved, but the craziest thing, I think Gurley pointed this out. 2 times in the scene

Election Betting Gone WRONG (ep15) Nov 26, 2024 · 1 mention

  • ▶ 34:20 unnamed speaker So kind of just shows private, private equity and paper marks are, um, I think Gurley actually talked about this.

FACT CHECKERS vs. tech article (ep14) Nov 23, 2024 · 1 mention

Low T levels at Y-Combinator (ep9) Nov 14, 2024 · 6 mentions

  • ▶ 3:02:17 John Coogan Bill Gurley says, stop using revenue multiples, and you will have more clarity on valuations, and it's a reply to Jason Lemkin. 6 times in the scene

Trump's Secret Career (ep7) Nov 6, 2024 · 1 mention

  • ▶ 3:14:52 Jordi Hays I feel like Bill Gurley, uh, has a nose for bubbles, like he just can smell bubbles, and he's been harping on the, um, uh, he's been harping on the Nvidia related party transaction thing for quite a while.
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