The Minutes of Bill Gurley on big tech https://minutesof.com/bill-gurley/on/big-tech/ Everything Bill Gurley has said on big tech: 2 verbatim quotes between December 2012 and March 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:08 +0000 Gurley argues high margins at big tech companies may indicate market failure not success. https://minutesof.com/q/fefe2358-bd38-4d13-853f-87d306efe0ec/ https://minutesof.com/q/fefe2358-bd38-4d13-853f-87d306efe0ec/ “I would argue that this, I don't think you're going to get a lot of other people in Silicon Valley that would be willing to say this, but it might be indicative of market failure rather than market success.” — Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 big tech Gurley identifies five to seven major tech companies today, unlike the aligned Wintel coalition of the past. https://minutesof.com/q/6f68a77b-5988-4d2a-baba-a56d8b6821b8/ https://minutesof.com/q/6f68a77b-5988-4d2a-baba-a56d8b6821b8/ “And interestingly, they're not, you know, least with Wintel, you had Microsoft, Intel and Dell and Compaq all fairly aligned to the same initiative.” — GigaOm Tue, 11 Dec 2012 18:06:49 +0000 big tech