The Minutes of Bill Gurley on amazon https://minutesof.com/bill-gurley/on/amazon/ Everything Bill Gurley has said on amazon: 9 verbatim quotes between December 2012 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:00 +0000 Gurley discovered Amazon was running same-day delivery experiments on top of Uber using burner phones and driv https://minutesof.com/q/1de082cf-3681-416b-8030-2799026d6c09/ https://minutesof.com/q/1de082cf-3681-416b-8030-2799026d6c09/ “And I'm like, what happens at 02:30? He goes, I have to meet at the Amazon warehouse at 02:30.” — BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 amazon Gurley says most companies over $20-30M in revenue wouldn't run Amazon's experimental hack approach due to acc https://minutesof.com/q/43f17b9f-5bc9-492c-b7d0-a83ee459c65f/ https://minutesof.com/q/43f17b9f-5bc9-492c-b7d0-a83ee459c65f/ “I know for a fact that most of the companies I've worked with that have gotten over 20 or 30,000,000 in revenue would not run that experiment because someone would say, oh, we won't know how to do the accounting. We can't like, that's too much of a hack, like, whatever.” — BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 amazon Gurley quotes Bezos saying internal experiments get killed only when the last person with good judgment gives https://minutesof.com/q/bec814f7-65f4-4f96-974a-25111131fde8/ https://minutesof.com/q/bec814f7-65f4-4f96-974a-25111131fde8/ “They ask him, when does a internal experiment get killed? And he said, when the last person with good judgment gives up.” — BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 amazon Gurley learned from Bill Miller that network effects justify Amazon growing at unreasonable rates for extended https://minutesof.com/q/1dad726e-c24d-496f-b737-c89aaf4ad012/ https://minutesof.com/q/1dad726e-c24d-496f-b737-c89aaf4ad012/ “value just means that the asset is underpriced relative to what you think it will be worth in the future.” — The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 amazon Gurley says AI companies have bigger burn rates than Amazon or any company in venture capital history. https://minutesof.com/q/a4dff475-403f-42f3-9d71-df6f1a93c46f/ https://minutesof.com/q/a4dff475-403f-42f3-9d71-df6f1a93c46f/ “Oh, more than Amazon ever lost. And so the the burn rates are bigger than they've ever been in the history of venture capital. And eventually, they're gonna wanna bring those in.” — Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 amazon Patel says Amazon and Anthropic building 400,000 chip Trainium supercomputer proves they believe scaling conti https://minutesof.com/q/fb579459-b9f0-48bb-b811-bb4cfc02123b/ https://minutesof.com/q/fb579459-b9f0-48bb-b811-bb4cfc02123b/ “And and because of this, right, Amazon and Anthropic have decided to, you know, make a 400,000 Trainium server supercomputer. Right? 400,000 chips. Right? Going back to the whole scaling law is dead.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 amazon Patel reveals Amazon and Anthropic are building a 400,000 Trainium chip supercomputer as evidence scaling cont https://minutesof.com/q/f82e7a79-273d-4b6e-8272-b34b89b6482f/ https://minutesof.com/q/f82e7a79-273d-4b6e-8272-b34b89b6482f/ “Amazon and Anthropic have decided to, you know, make a 400,000 Trainium server supercomputer. Right? 400,000 chips. Right? Going back to the whole scaling law is dead.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 amazon Gurley contrasts Bezos respectfully addressing shareholders in his S-1 against later founders' antagonistic ap https://minutesof.com/q/caa9f822-6993-41ed-a808-449a8b1570ac/ https://minutesof.com/q/caa9f822-6993-41ed-a808-449a8b1570ac/ “So if you reread his S-one where he writes a letter, it's titled To Our Share Owners, and he talks a lot about them.” — Bloomberg Originals Fri, 21 Jul 2023 01:00:14 +0000 amazon Gurley cites DP Review, a one-person digital camera review site acquired by Amazon for forty to seventy millio https://minutesof.com/q/f117dfac-51f1-444d-b5ac-45adae440a89/ https://minutesof.com/q/f117dfac-51f1-444d-b5ac-45adae440a89/ “I love this story of DP Review, which is a website for digital camera reviews.” — GigaOm Tue, 11 Dec 2012 17:49:11 +0000 amazon