The Minutes of Bill Gurley on ai investment https://minutesof.com/bill-gurley/on/ai-investment/ Everything Bill Gurley has said on AI investment: 2 verbatim quotes between January 2024 and June 2024, each with a timestamp and a link to the recording… en Fri, 23 Oct 2026 11:01:51 +0000 Gurley notes four non-Microsoft coding copilot companies raised over $200M each despite being only 18 months o https://minutesof.com/q/f18ae4cd-864c-4bf0-b328-98090bea616e/ https://minutesof.com/q/f18ae4cd-864c-4bf0-b328-98090bea616e/ “There are four companies in the coding co pilot space that are not named Microsoft that have raised over $200,000,000 each. And we're just these companies are all of a year and a half old.” — BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 ai investment Gurley says cloud credit investments are definitively low quality revenue despite auditor approval. https://minutesof.com/q/058c7bb2-14bb-4dc1-9c86-421ab4a8c3ca/ https://minutesof.com/q/058c7bb2-14bb-4dc1-9c86-421ab4a8c3ca/ “From the big company players' side, I would just say definitively, this could get me in trouble, but This is flat out low quality revenue.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 ai investment