The Minutes of Bill Gurley on chips https://minutesof.com/bill-gurley/on/chips/ Everything Bill Gurley has said on chips: 3 verbatim quotes from February 2024, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:05 +0000 Gurley calls the Altman-Masa plan to compete with Nvidia radical given AMD and others have decades head start. https://minutesof.com/q/12fdb8ce-abba-43a5-aa2b-5c00b3b71edf/ https://minutesof.com/q/12fdb8ce-abba-43a5-aa2b-5c00b3b71edf/ “There are already people competing with Nvidia. AMD's competing with Like, there are other people that have somewhat of a head start. Like decades.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips Gurley cites Morris Chang arguing Taiwan's chip competitiveness stems from labor model incompatible with US no https://minutesof.com/q/6cb6c561-aba9-4ad6-bc5b-dd31fc96c71f/ https://minutesof.com/q/6cb6c561-aba9-4ad6-bc5b-dd31fc96c71f/ “Morris makes the point that the reason Taiwan is competitive has to do with the labor model that exists there and the type of work people are willing to do and your ability to retain them. And he walks through his history of hiring in Texas and other parts of” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips Gurley says Morris Chang identifies Vietnam or India as likely disruptors, not advanced economies like the US. https://minutesof.com/q/8eae8456-74b2-457f-b741-9adb2d3105b8/ https://minutesof.com/q/8eae8456-74b2-457f-b741-9adb2d3105b8/ “And his says the country must more likely to disrupt Taiwan would be Vietnam or India, Not an advanced culture.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips