Bill Gurley
Veteran venture capitalist and former GP at Benchmark Capital, author of Running Down a Dream.
- Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy
- Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
- High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
- Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.
- The $30M app that lets you invest like a politician
- Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.
- TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move
- Anthropic Files to Go Public
“U.S. Right to Know is a nonprofit that's filed the majority of the FOIA claims here. And you can donate to them. I have.”
Source→“It turns out the scientific community has a process they use when they want to do failure analysis. It's called CAPA, captive and preventive action... You don't know how to fix it if you don't know actually what happened.”
Source→“There is a regulatory capture. So, 50 years ago... There was a race in Silicon Valley to see who could solve heart health. One path that people went down was to invent the stent. The other one was the calcium CT scanner. Who do you think won the lobby in Washington? The stent lobby won.”
Source→“Actually playing the game on the field, as Bill Gurley says, is the job of a venture investor.”
Source→“What Bill Gurley said is, okay, wait, let's slow down this argument.”
Source→“Bill's on the board of the Santa Fe Institute with me. I mean, his guidance is pretty smart. He's pretty much on point with a lot of things with venture capital.”
Source→“Vocal open source proponents including Bill Gurley called for American companies to invest more in open weights models rather than fret about China taking over.”
Source→“David Sachs, the former AI Czar, who basically said this is rubbish, stop... if Bill and Emil are on the same side saying don't ban these models, then you've got to know that there's got to be some truth in that.”
Source→“"The open frontier is no longer just a Chinese story. It is an American one too." — Benchmark's Bill Gurley, Washington Post op-ed”
“Veteran venture capitalist Bill Gurley argues that open AI models are a competitive check on Anthropic and OpenAI's near-$1 trillion ambitions, and that regulating them as security threats would protect incumbent margins and risk manufacturing an AI monopoly.”
Source→“Bill said that an engaged peer network might be the most powerful growth tool available, but it's also one of the most under-discussed and underutilized.”
Source→“Bill Gurley: "No one tilted harder as an enthusiastic supporter of Austin entrepreneurism. Will be greatly missed."”
“No one wants all their token usage on a single company — especially the pricey ones. Anyone not at the model layer wants this to happen.”
Source→“Brad Gershner and formerly Bill Gurley on BG2. This idea that like you can still have an outlet where you share ideas and it doesn't have to be absorbed into the firm.”
Source→“Brad Gerstner and Bill Gurley on BG2, independent outlets that feed a firm's thinking rather than getting absorbed into it.”
“Gurley now says he sees a 'Dr. Frankenstein' dynamic, with Anthropic acting less like a software company than a group that believes it is 'midwifing a deity.'”
Source→“"I don't think they think they're writing software. I think they're midwifing a deity here." - Bill Gurley”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.