The Minutes of Bill Gurley on enterprise https://minutesof.com/bill-gurley/on/enterprise/ Everything Bill Gurley has said on enterprise: 3 verbatim quotes between March 2012 and April 2024, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:06 +0000 Gurley cites CrowdStrike as example of network effects in enterprise security through shared threat intelligen https://minutesof.com/q/961e648a-662c-46eb-8613-54c7bf600ac8/ https://minutesof.com/q/961e648a-662c-46eb-8613-54c7bf600ac8/ “But they posted a memo four years ago titled the CrowdStrike Security Cloud Network Effect.” — Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 enterprise Gurley predicts the next ten years will involve removing enterprise technology and moving systems outside via https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ “I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.” — GigaOm Tue, 11 Dec 2012 18:06:49 +0000 enterprise Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterprise computing https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ “one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.” — Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 enterprise