https://minutesof.com/bill-gurley/on/ai-infrastructure/ Everything Bill Gurley has said on ai infrastructure: 5 verbatim quotes between June 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:02 +0000 https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ “One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.” — Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 ai infrastructure https://minutesof.com/q/df4f224d-99fa-44a3-a351-2c11e7f42795/ https://minutesof.com/q/df4f224d-99fa-44a3-a351-2c11e7f42795/ “People are telling me it's gonna be a prop co op co structure, which I didn't even know it was twenty four hours ago, but it's it's like a one person owns the property.” — CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 ai infrastructure https://minutesof.com/q/c6c1ad8c-5c13-4f2b-b47b-f745e6942016/ https://minutesof.com/q/c6c1ad8c-5c13-4f2b-b47b-f745e6942016/ “Another thing that came out this morning that I was kind of waiting on as a proof point, because it didn't make sense to me that it hadn't happened yet, TSMC said they're gonna do across the board 20 price increase.” — BG2 Pod Thu, 31 Oct 2024 17:46:51 +0000 ai infrastructure https://minutesof.com/q/743c4b3d-d172-40cc-bd69-aa8649d5a14e/ https://minutesof.com/q/743c4b3d-d172-40cc-bd69-aa8649d5a14e/ “In fact, I think if people are gonna be critical of anything, a lot of people are looking at the total CapEx of the hyperscalers now at $200,000,000,000 and saying, when are you gonna get a return on the dollars that you're spending?” — Bg2 Pod Mon, 10 Jun 2024 14:22:07 +0000 ai infrastructure