The Minutes of Bill Gurley on crowdstrike https://minutesof.com/bill-gurley/on/crowdstrike/ Everything Bill Gurley has said on crowdstrike: 2 verbatim quotes between July 2019 and April 2024, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:09 +0000 Gurley explains CrowdStrike's network effect where threat-sharing makes the largest security network most valu https://minutesof.com/q/d4a70966-50f8-49df-8b77-5537c0a1ec75/ https://minutesof.com/q/d4a70966-50f8-49df-8b77-5537c0a1ec75/ “the way that it worked for them and the way that the marginal customer ends up with more utility is if the threats are shared across a network, then if you belong to the biggest network, then you get the shared learning of everyone in that network, which lowers your threat exposure.” — Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 crowdstrike Gurley calculates Zoom and CrowdStrike each left $600 million on the table by underpricing their IPOs. https://minutesof.com/q/48459ad1-ad94-46dc-8945-4e4393e40933/ https://minutesof.com/q/48459ad1-ad94-46dc-8945-4e4393e40933/ “And I can make the argument that's malfeasance, but everyone's writing this stories about how wonderful it was.” — Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 crowdstrike