https://minutesof.com/bill-gurley/on/circular-revenue/ Everything Bill Gurley has said on circular revenue: 3 verbatim quotes between October 2025 and March 2026, each with a timestamp and a link to the… en Mon, 31 Aug 2026 13:09:34 +0000 https://minutesof.com/q/fa055c70-5946-427d-b598-8b884e668b71/ https://minutesof.com/q/fa055c70-5946-427d-b598-8b884e668b71/ “And it immediately started talking about WorldCom and Enron unprompted by me. I just said, what do you think about these types of structures?” — Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 circular revenue https://minutesof.com/q/ef7b15a8-cd98-4f36-a05b-c737f3951a71/ https://minutesof.com/q/ef7b15a8-cd98-4f36-a05b-c737f3951a71/ “One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else. That is very unusual. That's not the same as making an investment.” — BG2 Pod Tue, 14 Oct 2025 23:40:02 +0000 circular revenue https://minutesof.com/q/cf90251e-a478-4fa1-adf6-3445694c5eac/ https://minutesof.com/q/cf90251e-a478-4fa1-adf6-3445694c5eac/ “That could easily help CoreWeave with their debtors and and getting more debt financing. But it also means as a investor, we we don't know what's going on with real demand for CoreWeave because we probably won't be told if they start moving into the world where they're offloading to NVIDIA or not.” — BG2 Pod Tue, 14 Oct 2025 23:40:02 +0000 circular revenue