The Minutes of Bill Gurley on ai funding https://minutesof.com/bill-gurley/on/ai-funding/ Everything Bill Gurley has said on ai funding: 8 verbatim quotes between December 2024 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:00 +0000 Gurley says most VCs are so focused on AI that non-AI companies can't raise money at any valuation. https://minutesof.com/q/d554338f-6c56-4342-8d40-c2135869c4b5/ https://minutesof.com/q/d554338f-6c56-4342-8d40-c2135869c4b5/ “So you really have this massive black, white, have, have not situation where the AI companies are raising money at crazy valuations and the non AI companies can't raise money at any valuation.” — Forbes Mon, 13 Jul 2026 11:00:14 +0000 ai funding Gurley says being conservative isn't realistic as seven companies each raised over $200 million in coding and https://minutesof.com/q/16792076-7704-4f74-9f25-5119116b41b2/ https://minutesof.com/q/16792076-7704-4f74-9f25-5119116b41b2/ “Because then we'll just throw out two examples, the coding space and the legal AI space. There's seven companies that have raised over $200,000,000” — Forbes Mon, 13 Jul 2026 11:00:14 +0000 ai funding Because then we'll just throw out two examples, the coding space and the legal AI space. There's seven compani https://minutesof.com/q/9ae1cf63-50a9-41f2-b9cf-7891113e877c/ https://minutesof.com/q/9ae1cf63-50a9-41f2-b9cf-7891113e877c/ “Because then we'll just throw out two examples, the coding space and the legal AI space. There's seven companies that have raised over $200,000,000 and they're all gonna mount customer acquisition strategies with those dollars.” — Forbes Mon, 13 Jul 2026 11:00:14 +0000 ai funding Gurley notes seven companies raised over $200M in coding and legal AI, making conservative approaches unviable https://minutesof.com/q/d6e55694-c96b-4231-a809-7b98a5e3b292/ https://minutesof.com/q/d6e55694-c96b-4231-a809-7b98a5e3b292/ “There's seven companies that have raised over $200,000,000 and they're all gonna mount customer acquisition strategies with those dollars.” — Forbes Mon, 13 Jul 2026 11:00:14 +0000 ai funding Gurley critiques circular deals where cloud providers fund AI companies to spend on their own services. https://minutesof.com/q/dd36ea89-f539-4537-a05a-f02ef1abd4ce/ https://minutesof.com/q/dd36ea89-f539-4537-a05a-f02ef1abd4ce/ “Imagine you're a cloud service provider and you notice that this company, Anthropic, wants to develop this model. It's gonna cost maybe $5,000,000,000, but they don't have that money.” — The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 ai funding Gurley recalls Uber's mega-burn era had no precedent, leaving board with no mentors or case studies. https://minutesof.com/q/3146a5d6-a15a-4728-abd5-fdd21f7ccaf1/ https://minutesof.com/q/3146a5d6-a15a-4728-abd5-fdd21f7ccaf1/ “You could take the board members from Walmart and Costco and GM and and General Electric or whatever you consider the top 10 best company, and they would have never been in this situation before.” — The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 ai funding Gurley notes seven AI coding or lawyer companies raised hundreds of millions, unlike venture capital he practi https://minutesof.com/q/2beeea34-9776-4109-9773-36d2dd4648b6/ https://minutesof.com/q/2beeea34-9776-4109-9773-36d2dd4648b6/ “There's seven companies that have raised hundreds of millions of dollars. And that's not the venture capital I practiced.” — MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 ai funding Patel predicts sovereign wealth funds from Middle East, Singapore, and Nordics will write big checks to AI lab https://minutesof.com/q/bfc5b0ee-d5c2-404c-b2d2-4e0abbef82b1/ https://minutesof.com/q/bfc5b0ee-d5c2-404c-b2d2-4e0abbef82b1/ “The Middle East, the sovereign wealth funds in Singapore and and Nordics and, you know, Canadian pension fund and all these folks. They can throw they can write really big checks.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 ai funding