The Minutes of Bill Gurley on ai deals https://minutesof.com/bill-gurley/on/ai-deals/ Everything Bill Gurley has said on ai deals: 3 verbatim quotes between August 2024 and March 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:05 +0000 Gurley says ChatGPT unprompted compared AI circular deal structures to WorldCom and Enron when he described th https://minutesof.com/q/fa055c70-5946-427d-b598-8b884e668b71/ https://minutesof.com/q/fa055c70-5946-427d-b598-8b884e668b71/ “And it immediately started talking about WorldCom and Enron unprompted by me. I just said, what do you think about these types of structures?” — Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 ai deals Gurley questions Nvidia's contract guaranteeing to buy CoreWeave's excess capacity as abnormal business practi https://minutesof.com/q/1ec48ad7-e41a-451b-bc0d-f305a4cf7de6/ https://minutesof.com/q/1ec48ad7-e41a-451b-bc0d-f305a4cf7de6/ “But then they wrote a contract with CoreWeave, which said if CoreWeave ever has extra capacity, we'll buy that capacity, which presumably helps it get more debt financing, that kind of thing.” — Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 ai deals Gurley identifies double taxation risk in take-under deals where MAG-seven payments flow through corporate rev https://minutesof.com/q/8e96089c-9869-4369-a417-3d5d584e7dab/ https://minutesof.com/q/8e96089c-9869-4369-a417-3d5d584e7dab/ “as I understand it, there is a substantial double taxation risk. And if this is not the case, it's a thing I'd love for someone to educate me on.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 ai deals