The Minutes of Bill Gurley on business model https://minutesof.com/bill-gurley/on/business-model/ Everything Bill Gurley has said on business model: 4 verbatim quotes between February 2024 and April 2024, each with a timestamp and a link to the… en Fri, 23 Oct 2026 11:01:45 +0000 Gurley says the $20 consumer subscription concept is gone and was a big part of OpenAI's revenue. https://minutesof.com/q/78d01ac3-439f-47e6-b8b5-13121d306133/ https://minutesof.com/q/78d01ac3-439f-47e6-b8b5-13121d306133/ “I think the $20 concept is gone. Yep. And that was a big part of OpenAI's revenue apparently as we believe rumored” — BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 business model Gurley suggests personal memory features could potentially revive paid AI subscription models. https://minutesof.com/q/77003758-ab00-409c-9da0-e47fce7ac2c0/ https://minutesof.com/q/77003758-ab00-409c-9da0-e47fce7ac2c0/ “If some crazy feature comes along, you know, we've talked about personal memory, maybe that comes back.” — BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 business model Gurley argues Google's cage-match ad model generates far higher revenue than transactional models could achiev https://minutesof.com/q/10351f6d-b69b-4e5e-87a2-34354eb9bdf5/ https://minutesof.com/q/10351f6d-b69b-4e5e-87a2-34354eb9bdf5/ “Their business model is to throw their customers in a cage match and let them compete with one other to the death.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 business model Gurley argues transaction models produce 10x less revenue per visit than ad models due to CAC-to-LTV dynamics. https://minutesof.com/q/8c3bb54f-001d-40cd-b503-d91e6aa4bf9d/ https://minutesof.com/q/8c3bb54f-001d-40cd-b503-d91e6aa4bf9d/ “You're not going to get to the same revenue per visit with a transaction model that you do with the ad model, because you already mentioned CAC TV.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 business model