The Minutes of Bill Gurley on ai https://minutesof.com/bill-gurley/on/ai/ Everything Bill Gurley has said on AI: 63 verbatim quotes between November 2017 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:58 +0000 Gurley argues that for proactive continuous learners, AI is a jetpack that enables them to achieve more faster https://minutesof.com/q/63703631-a706-485d-9fec-eed78dac23c2/ https://minutesof.com/q/63703631-a706-485d-9fec-eed78dac23c2/ “For that person, AI is a jetpack. Like they can now do more things faster than they wanted to do, and they can achieve more than they were able to before.” — Bill Gurley Wed, 15 Jul 2026 16:30:41 +0000 ai Gurley argues that becoming the most AI-productive person in your field makes you indispensable and sought-aft https://minutesof.com/q/c727c5c6-f418-4490-a239-27b96cf08737/ https://minutesof.com/q/c727c5c6-f418-4490-a239-27b96cf08737/ “And if you are the most AI productive human in your field, you're not getting fired. Like, you're you're the one they're asking all the questions of.” — Bill Gurley Wed, 15 Jul 2026 16:30:41 +0000 ai Gurley says being the most AI-productive person in your field makes you indispensable and sought-after. https://minutesof.com/q/2e318d61-d081-48e4-8f57-bdcdd58d0dd3/ https://minutesof.com/q/2e318d61-d081-48e4-8f57-bdcdd58d0dd3/ “And if you are the most AI productive human in your field, you're not getting fired. Like, you're you're the one they're asking all the questions of. Like, what's this capable of?” — Bill Gurley Wed, 15 Jul 2026 16:30:41 +0000 ai Gurley proposes using AI to simulate working in different careers for a week each to test fit. https://minutesof.com/q/77ad29f9-22f9-4030-a35b-3faa4b5507da/ https://minutesof.com/q/77ad29f9-22f9-4030-a35b-3faa4b5507da/ “you could use AI and just imagine yourself in a career for a week. Like, cause you could just talk to AI every day.” — Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 ai Gurley quotes Mark Cuban dividing people into those using LLMs to learn faster versus skip learning. https://minutesof.com/q/3713bce4-ca87-4ddf-bfca-95b0e709fc17/ https://minutesof.com/q/3713bce4-ca87-4ddf-bfca-95b0e709fc17/ “Mark Cuban said there are two types of people in this world, those that use LLMs to learn faster than they ever could before and those that use LLMs to skip learning altogether.” — Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 ai And I mean so at this recent TED, I just went to Neil Cotyal who argued the supreme court case on the tariffs https://minutesof.com/q/e480481d-3182-43ab-a74e-6143ac364723/ https://minutesof.com/q/e480481d-3182-43ab-a74e-6143ac364723/ “And I mean so at this recent TED, I just went to Neil Cotyal who argued the supreme court case on the tariffs and won.” — Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 ai The biggest problem is if you're a AI skeptic because you're never trying to figure that out. And the truth of https://minutesof.com/q/15bb1fb6-8220-47fb-9aae-9dc1eb91e618/ https://minutesof.com/q/15bb1fb6-8220-47fb-9aae-9dc1eb91e618/ “The biggest problem is if you're a AI skeptic because you're never trying to figure that out. And the truth of the matter is humans have evolved with their tools forever.” — Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 ai Gurley argues competing without AI is like farming with shovel against modern equipment, zero chance. https://minutesof.com/q/910160e0-ae68-4264-9d50-26e0d7cbd109/ https://minutesof.com/q/910160e0-ae68-4264-9d50-26e0d7cbd109/ “If if I ask you to compete with a farmer that has modern farming equipment and I give you a shovel and a hoe and an oxen, there's zero chance you're gonna be competitive.” — Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 ai Gurley says Anthropic uniquely both leads AI development and is the most negative public commentator on AI ris https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ “I have to tell you that Anthropic is a mystery to me. I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.” — All-In Podcast Fri, 29 May 2026 22:47:49 +0000 ai Gurley says Anthropic uniquely leads AI while being the most negatively outspoken about their own field. https://minutesof.com/q/d8f43153-a96f-4d3e-ad13-7cdcc5788d28/ https://minutesof.com/q/d8f43153-a96f-4d3e-ad13-7cdcc5788d28/ “I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do. I've just never seen it.” — All-In Podcast Fri, 29 May 2026 22:47:49 +0000 ai Gurley says Anthropic is midwifing a deity and he fears that more than regulatory capture. https://minutesof.com/q/edb26cd9-48f4-49df-9eea-1eb6a0f70327/ https://minutesof.com/q/edb26cd9-48f4-49df-9eea-1eb6a0f70327/ “I think they're midwifing a deity gear. And and I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Doctor. Frankenstein theory.” — All-In Podcast Fri, 29 May 2026 22:47:49 +0000 ai Gurley argues AI productivity gains will be competed away through lower prices, not retained as higher margins https://minutesof.com/q/5a74db41-fe73-4bf3-8db5-0364c51b4091/ https://minutesof.com/q/5a74db41-fe73-4bf3-8db5-0364c51b4091/ “I don't think there's any scenario where you just do more for less and all of a sudden everyone has 70% operating margins. That's not gonna happen.” — All-In Podcast Fri, 29 May 2026 22:47:49 +0000 ai Gurley says Brett Taylor became an AI expert in three years despite not being one previously. https://minutesof.com/q/cbc020bc-17a7-40f2-974a-e79a4460b2c1/ https://minutesof.com/q/cbc020bc-17a7-40f2-974a-e79a4460b2c1/ “Well guess what like three years ago he wasn't an AI expert but he became one.” — Bill Gurley Fri, 15 May 2026 23:32:47 +0000 ai Gurley says most Silicon Valley people have innate FOMO about new technology, installing tools immediately out https://minutesof.com/q/b928c5c8-f58e-474c-a29c-6bd0c80fd9f5/ https://minutesof.com/q/b928c5c8-f58e-474c-a29c-6bd0c80fd9f5/ “most people that live in Silicon Valley just have this innate FOMO built into them about what's next.” — Bill Gurley Fri, 15 May 2026 23:32:47 +0000 ai Gurley argues learning has never been easier or freer than today for high-agency people. https://minutesof.com/q/628ae1b7-efd9-4bb2-88c8-c87fd48cdd1b/ https://minutesof.com/q/628ae1b7-efd9-4bb2-88c8-c87fd48cdd1b/ “For people that have high agency and want to learn, there's never been a time in the history of the world where that is as easy and free as it is today.” — Bill Gurley Fri, 15 May 2026 23:32:47 +0000 ai Gurley criticizes Dario for being both top cheerleader and doomer while raising billions and cashing out emplo https://minutesof.com/q/435fa68a-bc00-41d2-8593-07086bc9a2e3/ https://minutesof.com/q/435fa68a-bc00-41d2-8593-07086bc9a2e3/ “Dario, the guy leading a company that's raising billions of dollars and cashing out billions in secondary to his employees is simultaneously the top cheerleader and the top doomer.” — Bill Gurley Fri, 15 May 2026 23:32:47 +0000 ai Gurley says SoftBank threatened to fund competitors if founders refused money, forcing preemptive rounds. https://minutesof.com/q/fc1a511d-12dd-40f9-b6aa-909b0296d8ec/ https://minutesof.com/q/fc1a511d-12dd-40f9-b6aa-909b0296d8ec/ “And there's an implicit threat that, at least at SoftBank, Masa was very direct about and not implicit. That if you don't take it, I'll give it to your competitor.” — MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 ai Gurley cites Brett Taylor as example of founder who repots himself across technology waves from maps to social https://minutesof.com/q/5595f074-745a-4d7b-8b44-e30b60648589/ https://minutesof.com/q/5595f074-745a-4d7b-8b44-e30b60648589/ “He's just always right there as the thing changes and on top of the next thing.” — Forbes Tue, 21 Apr 2026 23:11:11 +0000 ai Gurley notes radiologists have increased in number despite AI automation speeding up reading scans. https://minutesof.com/q/f5741cb6-70f3-4781-9b64-e6ab061e6386/ https://minutesof.com/q/f5741cb6-70f3-4781-9b64-e6ab061e6386/ “I think there was someone at TED talking about the fact that the number of radiologists has gone up, not down, despite the fact that you can read these things so much faster.” — Forbes Tue, 21 Apr 2026 23:11:11 +0000 ai Gurley cites rumors of thirty billion dollar Nvidia investment into OpenAI, calls modern venture capital sport https://minutesof.com/q/4869c3d0-0043-4407-9bc4-53ad3b71d2f7/ https://minutesof.com/q/4869c3d0-0043-4407-9bc4-53ad3b71d2f7/ “And so, there's rumors today of a $30,000,000,000 investment from Nvidia into OpenAi on top of everything they've already already raised and spent.” — Metis Strategy Fri, 10 Apr 2026 07:00:00 +0000 ai Gurley cites rumors of thirty billion dollar Nvidia investment into OpenAI, calling it sport of kings venture https://minutesof.com/q/b7045076-603b-4c26-984a-54f91fc6ea97/ https://minutesof.com/q/b7045076-603b-4c26-984a-54f91fc6ea97/ “there's rumors today of a $30,000,000,000 investment from Nvidia into OpenAi on top of everything they've already already raised and spent.” — Metis Strategy Fri, 10 Apr 2026 07:00:00 +0000 ai Gurley argues artisans differentiate on field nuances not in LLM models, which AI attacks last. https://minutesof.com/q/8104ccc3-d295-400e-9ca5-a0e8f9f8f923/ https://minutesof.com/q/8104ccc3-d295-400e-9ca5-a0e8f9f8f923/ “And it's the subtle nuance in any field that's not baked into the LLM models. And so this is where I go back to this notion as an artisan.” — Aaron Lazar: Impossible Dreams Tue, 31 Mar 2026 13:00:15 +0000 ai Gurley argues artisans differentiating at the edge of their field are the last thing AI will replace, not rote https://minutesof.com/q/7855103f-8b8e-4a6f-9410-140117b2eb79/ https://minutesof.com/q/7855103f-8b8e-4a6f-9410-140117b2eb79/ “The way you're differentiating yourself is what's out on the edge of that field. And that's the last thing the AI is coming after.” — Aaron Lazar: Impossible Dreams Tue, 31 Mar 2026 13:00:15 +0000 ai Gurley warns people who chose safe jobs without loving them are sitting ducks for AI technology. https://minutesof.com/q/2349db67-caed-4da5-a643-a91df3d9302b/ https://minutesof.com/q/2349db67-caed-4da5-a643-a91df3d9302b/ “I think you're those are the people, oddly enough, that are kinda sitting ducks for this new technology that's coming along.” — Aaron Lazar: Impossible Dreams Tue, 31 Mar 2026 13:00:15 +0000 ai Gurley estimates 98% of venture capitalists are exclusively focused on AI investments right now. https://minutesof.com/q/5b15d55b-3653-430e-9c44-998df322fb39/ https://minutesof.com/q/5b15d55b-3653-430e-9c44-998df322fb39/ “From where I sit, 98% of venture capitalists are only looking at AI and they're AI all day long, they don't wanna see another business” — School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 ai Gurley claims 98% of VCs focus only on AI and non-AI valuations were cut in half in five weeks. https://minutesof.com/q/c7b90370-c001-428b-afdc-c9e23cfb21b2/ https://minutesof.com/q/c7b90370-c001-428b-afdc-c9e23cfb21b2/ “98% of venture capitalists are only looking at AI and they're AI all day long, they don't wanna see another business and and and in the past five weeks, the valuations on the non AI companies have been cut in half and so that mentality is gonna be reinforced even more and so there's just no oxygen.” — School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 ai Gurley reports 98% of VCs focus solely on AI and non-AI company valuations halved in five weeks. https://minutesof.com/q/1903222d-7b84-4e37-8842-0ccc87468827/ https://minutesof.com/q/1903222d-7b84-4e37-8842-0ccc87468827/ “98% of venture capitalists are only looking at AI and they're AI all day long, they don't wanna see another business and and and in the past five weeks, the valuations on the non AI companies have been cut in half” — School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 ai Gurley says non-AI company valuations have been cut in half in past five weeks due to VC focus on AI. https://minutesof.com/q/72fb6e8e-f76a-452e-8beb-86af85241468/ https://minutesof.com/q/72fb6e8e-f76a-452e-8beb-86af85241468/ “in the past five weeks, the valuations on the non AI companies have been cut in half and so that mentality is gonna be reinforced even more and so there's just no oxygen.” — School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 ai Gurley quotes Cuban dividing people into those who use LLMs to learn faster versus those avoiding learning. https://minutesof.com/q/375c0aa5-584c-4c43-8505-5984f1b4c30d/ https://minutesof.com/q/375c0aa5-584c-4c43-8505-5984f1b4c30d/ “He said, there are two types of people in the world, those that use LLMs to learn faster and even more, and those that use LLMs to avoid learning.” — Anthony Scaramucci Tue, 17 Mar 2026 16:00:20 +0000 ai Gurley claims this is the best time in history to chase dreams due to AI learning tools. https://minutesof.com/q/ff4d9691-5eac-45b3-bf1c-3339d21fdcbd/ https://minutesof.com/q/ff4d9691-5eac-45b3-bf1c-3339d21fdcbd/ “the, the methodology in my book, the, the AI tools that are out there for learning and connecting have never been this is the best time in the history of the world to go chase your dreams.” — Anthony Scaramucci Tue, 17 Mar 2026 16:00:20 +0000 ai Gurley argues almost any job can be approached as an artisan would, not just creative fields. https://minutesof.com/q/925bffd1-ef75-438a-8aca-04bb8d84d261/ https://minutesof.com/q/925bffd1-ef75-438a-8aca-04bb8d84d261/ “I have this interesting theory where almost any job you could think of it as being an artisan.” — Silicon Valley Girl Clips Mon, 16 Mar 2026 13:01:05 +0000 ai Gurley argues top performers in any field understand nuance, which AI struggles with. https://minutesof.com/q/f1238b1e-5a1c-48f9-9e94-bd4b0743eaeb/ https://minutesof.com/q/f1238b1e-5a1c-48f9-9e94-bd4b0743eaeb/ “Or do you think of, and I would say the best in those And fields probably so what is it they do? They understand nuance in their field quite a bit.” — Silicon Valley Girl Clips Mon, 16 Mar 2026 13:01:05 +0000 ai Gurley used AI to analyze best nonfiction conclusions, discovering eight of ten take orthogonal directions. https://minutesof.com/q/1335ce6e-4221-43bd-b65e-f5166025c69c/ https://minutesof.com/q/1335ce6e-4221-43bd-b65e-f5166025c69c/ “And in reading through that list, I noticed that eight or nine of the 10 took an orthogonal direction to the book, so it didn't summarize.” — Chris Williamson Sat, 14 Mar 2026 15:00:16 +0000 ai Gurley says AI is a huge threat to people following a conveyor belt career path without differentiation. https://minutesof.com/q/caa98154-105e-4482-8dde-375c72e067f6/ https://minutesof.com/q/caa98154-105e-4482-8dde-375c72e067f6/ “I think those people, AI is a huge threat because they're like, they don't really know why they're there.” — BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 ai Gurley argues AI is a jetpack for people running their own lane with bespoke passion and goals. https://minutesof.com/q/bdbc0ac3-335c-4534-ab90-629bf0b1529d/ https://minutesof.com/q/bdbc0ac3-335c-4534-ab90-629bf0b1529d/ “For that individual, is AI a threat or is it a jetpack? I actually think it's a jetpack because now I can go learn about anything I want.” — BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 ai Gurley argues open source creates hypercompetitive dynamics where innovations are immediately absorbed across https://minutesof.com/q/1a12e93a-ad89-4cbb-b50f-13fa477ab793/ https://minutesof.com/q/1a12e93a-ad89-4cbb-b50f-13fa477ab793/ “And if you have 10 companies all doing open source, the minute an idea is shared, it's available to the other 10, and they absorb it immediately.” — BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 ai Gurley advises being the most AI-enabled version of yourself using tractor versus donkey analogy. https://minutesof.com/q/580a1c41-7aa9-4ac2-806a-f5ebc5f6acb0/ https://minutesof.com/q/580a1c41-7aa9-4ac2-806a-f5ebc5f6acb0/ “One, in any role in any field, be the most AI enabled version of yourself you can possibly be.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 ai Gurley advises being the most AI-enabled version of yourself in any field, citing tool evolution. https://minutesof.com/q/d485ee07-a5c6-4807-82f2-90f6d3462741/ https://minutesof.com/q/d485ee07-a5c6-4807-82f2-90f6d3462741/ “in any role in any field, be the most AI enabled version of yourself you can possibly be. There's tons of anthropologists that have written about how we evolve with our tools.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 ai Gurley argues those who best understand AI's impact on their role won't be laid off. https://minutesof.com/q/ad682a9f-d25d-42f4-82c8-b189e1b608f6/ https://minutesof.com/q/ad682a9f-d25d-42f4-82c8-b189e1b608f6/ “if there are 40 people in your org all doing the same thing, and you understand how AI affects that role more than the rest of them, you're not getting laid off.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 ai Gurley quotes Cuban's distinction between using LLMs to learn faster versus not learning at all. https://minutesof.com/q/c56db1eb-8fb8-40d3-a029-f506fb068417/ https://minutesof.com/q/c56db1eb-8fb8-40d3-a029-f506fb068417/ “Mark Cuban the other day tweeted, he said he said there's two types of people. The the people that use LLMs to learn faster and the people that use LLMs to not learn at all.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 ai Gurley cites Mark Cuban distinguishing people who use LLMs to learn faster versus not learn at all. https://minutesof.com/q/115921b9-8451-43d9-bef1-5283c15e4b26/ https://minutesof.com/q/115921b9-8451-43d9-bef1-5283c15e4b26/ “The the people that use LLMs to learn faster and the people that use LLMs to not learn at all. I thought that was profound.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 ai Gurley argues workers must understand AI's impact on their industry, comparing it to farmers adopting tractors https://minutesof.com/q/07fe252d-9546-46a1-abc7-fc9c55ad9be5/ https://minutesof.com/q/07fe252d-9546-46a1-abc7-fc9c55ad9be5/ “Like if this technology has the ability to impact your industry, you need to know about it.” — On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 ai Gurley warns alienating trade partners could result in China serving global AI markets while America is isolat https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ “I think this could even happen with AI models where there's a fence around America and China's serving the rest of the world.” — On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 ai Gurley says OpenAI's burn rate is five times Amazon's or Uber's, unprecedented in venture capital. https://minutesof.com/q/4ce348b3-531e-4309-9f53-b6a1ddf1ec61/ https://minutesof.com/q/4ce348b3-531e-4309-9f53-b6a1ddf1ec61/ “And when we did at Uber, we had the same kind of burn rate, but Open the Eyes got a burn rate that's five times that size.” — Tetragrammaton with Rick Rubin Thu, 12 Feb 2026 16:34:22 +0000 ai Gurley says unprecedented capital at every AI project creates uncharted competitive territory. https://minutesof.com/q/cb183734-4890-424e-8f87-6914b43816b0/ https://minutesof.com/q/cb183734-4890-424e-8f87-6914b43816b0/ “now we're in a weird world where the amount of money that gets thrown at every project, I kind of lived through this with Uber Lyft because both companies had billions and billions of dollars” — Tetragrammaton with Rick Rubin Thu, 12 Feb 2026 16:34:22 +0000 ai Gurley says competing in top AI categories now requires willingness to lose a billion dollars per year. https://minutesof.com/q/5d31e85a-0c95-434e-88c5-ad36bc813d20/ https://minutesof.com/q/5d31e85a-0c95-434e-88c5-ad36bc813d20/ “So every one of the most interesting AI categories, you may have to be willing to lose 1,000,000,000 a year just to compete” — Tetragrammaton with Rick Rubin Thu, 12 Feb 2026 16:34:22 +0000 ai Gurley notes China has ten open source AI models in hyper competition versus US proprietary approach. https://minutesof.com/q/144ed357-e1fd-4b28-8dee-60a604810677/ https://minutesof.com/q/144ed357-e1fd-4b28-8dee-60a604810677/ “Wild. And by the way, I mean, not to divert too much back, but right now China has 10 open source AI models.” — Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 ai Gurley notes 50% of AI researchers are Chinese-origin and China now leads in AI patents, questioning immigrati https://minutesof.com/q/551539a9-4696-47ff-b640-c9235c059c6f/ https://minutesof.com/q/551539a9-4696-47ff-b640-c9235c059c6f/ “some people say 50% of AI researchers are of Chinese origin. And I believe now the patent count in AI coming out of China is larger than The US.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 ai Gurley clarifies Manus operates exclusively on US models, has no foundational model, and never used Chinese mo https://minutesof.com/q/fd5410f3-d8f3-4e95-8c4a-68082adc8050/ https://minutesof.com/q/fd5410f3-d8f3-4e95-8c4a-68082adc8050/ “first of all, they've only operated on US models. They're a wrapper company. They don't have a foundational model and and they've only operated on top of US models.” — BG2 Pod Thu, 22 May 2025 16:23:05 +0000 ai Gurley warns AI companies receiving server capacity for equity don't recognize their true COGS in real-time. https://minutesof.com/q/209f2c4d-3a71-4c64-9d3e-9e57dcde0186/ https://minutesof.com/q/209f2c4d-3a71-4c64-9d3e-9e57dcde0186/ “They're trading equity for server capacity. And so those companies are running on a day to day basis with a high COGS, but they don't know it” — McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 ai Gurley says AI consensus is unprecedented in venture history with even Fortune five hundred fully committed. https://minutesof.com/q/b48a23fb-1aeb-44d6-8f51-8a70131df81e/ https://minutesof.com/q/b48a23fb-1aeb-44d6-8f51-8a70131df81e/ “And if even if I go back to the mobile wave or the Internet wave, there were plenty of skeptics like within the Fortune 500.” — McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 ai Gurley contrasts Zuckerberg's technical transparency with Altman and Amodei's high-level platitudes about AI. https://minutesof.com/q/a0decd53-60b4-4484-8e86-67e72884ee76/ https://minutesof.com/q/a0decd53-60b4-4484-8e86-67e72884ee76/ “Dario and Sam talk in these high level platitudes about how this stuff's gonna cure cancer and we're all gonna not have to work anymore.” — Bg2 Pod Mon, 06 Jan 2025 21:47:42 +0000 ai Gurley praises Anthropic's decision to open source their MCP data connection tool with GitHub and Slack integr https://minutesof.com/q/b14549ce-28c4-4912-93ab-339c21784ef1/ https://minutesof.com/q/b14549ce-28c4-4912-93ab-339c21784ef1/ “They released several integrations already in the initial pack, with good GitHub and Slack and a few others so that you can start having your agents interact with these things.” — BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 ai Gurley says Anthropic and investor Eric Schmidt have been pushing for more AI oversight and regulation. https://minutesof.com/q/b428897a-63d3-4789-aa14-437a0bceef08/ https://minutesof.com/q/b428897a-63d3-4789-aa14-437a0bceef08/ “based on what I've heard and seen and read and listened to on podcast, Anthropic and their investors like Eric Schmidt have been some of the people that have been encouraging, you know, more and more AI oversight and AI regulation” — BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 ai Gurley explains Strawberry requires 10X processing for linear improvement, meaning 10-100X inference costs for https://minutesof.com/q/27a00324-83ae-472e-8e7b-d4900e14122e/ https://minutesof.com/q/27a00324-83ae-472e-8e7b-d4900e14122e/ “in order to get linear improvement, you have to do maybe 10X the amount of processing. And this is all inference. So what are the implications of that?” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 ai Gurley says initial LLM versions are structurally flawed around personal memory and RAG approaches don't solve https://minutesof.com/q/372ac5d4-e951-48c3-9f6a-25e4388b844d/ https://minutesof.com/q/372ac5d4-e951-48c3-9f6a-25e4388b844d/ “One quick thing, I do think that the initial versions of these models are structurally flawed around providing personal memory and allowing someone to become dependent on one of these things.” — Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 ai Gurley says personalized foundational models that can retune for individuals could wildly change AI direction. https://minutesof.com/q/2d1bf244-c91e-4b66-a48c-64df45cbe6eb/ https://minutesof.com/q/2d1bf244-c91e-4b66-a48c-64df45cbe6eb/ “Any of that stuff could create a wildly new direction than what we have today.” — Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 ai Gurley says foundational model companies burning $100-200M yearly cannot possibly represent high quality capit https://minutesof.com/q/0c0919e4-1f85-43b9-a386-96bb682fb306/ https://minutesof.com/q/0c0919e4-1f85-43b9-a386-96bb682fb306/ “100,000,000 a year? 200,000,000 a year? There's no way that's high quality capital allocation from my point of view.” — Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 ai Gurley notes Microsoft hands out $11 billion annually in RSUs, giving them advantage in recruiting AI talent. https://minutesof.com/q/33759596-2b57-40fb-b3bd-4c4506972150/ https://minutesof.com/q/33759596-2b57-40fb-b3bd-4c4506972150/ “So that's over 11,000,000,000 a year. And this morning we woke up and read about them taking some employees from a hot AI company in the valley.” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 ai Gurley invokes Spielberg's Jaws example to suggest AI expectations may exceed what can actually be delivered. https://minutesof.com/q/60fe04c6-465b-4069-9fbb-afc84ae693f8/ https://minutesof.com/q/60fe04c6-465b-4069-9fbb-afc84ae693f8/ “I saw this inner great interview once with Spielberg when he was talking about Jaws. And he said, you know, I didn't show the shark until like 75% of the way through this thing.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 ai Gurley identifies long-term memory as a major unsolved problem preventing AI from becoming true personal assis https://minutesof.com/q/132863e0-30a1-451e-8a59-14170cd85857/ https://minutesof.com/q/132863e0-30a1-451e-8a59-14170cd85857/ “I do think this memory issue is a big, big deal, at least on the consumer side. So none of the major contenders today can remember who you are because it would require them.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 ai Gurley explains AI memory requires retraining models per person, creating an economically unsustainable struct https://minutesof.com/q/b6ddd3b6-4831-444b-b7ce-9d242ff2ad28/ https://minutesof.com/q/b6ddd3b6-4831-444b-b7ce-9d242ff2ad28/ “And of course that makes no sense economically. So it's actually a huge structural problem. There are complaints, you know, in Reddit about Character AI on this front.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 ai Gurley describes Stitch Fix using machine learning and collaborative filtering to deliver items customers have https://minutesof.com/q/92c4b837-2d20-40ea-b1ac-886831d8c170/ https://minutesof.com/q/92c4b837-2d20-40ea-b1ac-886831d8c170/ “We try and learn as much as we can about the individual, and then we use machine learning and collaborative filtering, a whole bunch of algorithms that helps of our stylists, and we deliver something to you that you haven't even seen yet.” — Bloomberg Television Fri, 17 Nov 2017 19:47:21 +0000 ai