The Minutes of Bill Gurley on competitive dynamics https://minutesof.com/bill-gurley/on/competitive-dynamics/ Everything Bill Gurley has said on competitive dynamics: 3 verbatim quotes between March 2020 and July 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:04 +0000 Gurley warns disciplined fundraising means irrelevance when competitors each have $500M to deploy. https://minutesof.com/q/31de15b5-68e7-49d3-b472-5ff831b08736/ https://minutesof.com/q/31de15b5-68e7-49d3-b472-5ff831b08736/ “Well, if you're the disciplined one and there's six players with $500,000,000 each hiring salespeople, you're not going to matter.” — Young and Profiting Mon, 23 Feb 2026 11:01:05 +0000 competitive dynamics Gurley suggests incumbents may be aggressively investing in AI specifically to block OpenAI and Anthropic from https://minutesof.com/q/d113f877-1953-4dfc-8201-c42774245901/ https://minutesof.com/q/d113f877-1953-4dfc-8201-c42774245901/ “And now you've got people, you know, trying to project income statements and balance sheets of these companies and they're speculating about whether they might need to raise again or not.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 competitive dynamics Gurley notes that OpenTable's two venture-backed competitors went bankrupt during the 2001 downturn, enabling https://minutesof.com/q/ff56711a-346e-4bbd-86a0-abe33e996a33/ https://minutesof.com/q/ff56711a-346e-4bbd-86a0-abe33e996a33/ “And as a result, you know, I think there were network effects, but nowhere in the history of OpenTable success story does anyone read two companies went out of business, but that's what happened.” — Invest Like the Best Fri, 13 Mar 2020 09:30:00 +0000 competitive dynamics