The Minutes of Bill Gurley on funding https://minutesof.com/bill-gurley/on/funding/ Everything Bill Gurley has said on funding: 3 verbatim quotes between October 2023 and December 2024, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:06 +0000 Patel distinguishes NVIDIA's revenue from positive cash flows versus Cisco's dot-com era credit-funded telecom https://minutesof.com/q/0800fb16-0936-4ac6-b8b4-246c7c89f3ad/ https://minutesof.com/q/0800fb16-0936-4ac6-b8b4-246c7c89f3ad/ “Cisco's revenue, a lot of it was funded through private slash credit investments into building out telecom infrastructure. Right? When we look at NVIDIA's revenue sources, very little of it is private slash credit.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 funding The Middle East, the sovereign wealth funds in Singapore and and Nordics and, you know, Canadian pension fund https://minutesof.com/q/e01e75bd-0b6b-4610-9a72-cafd7fec1909/ https://minutesof.com/q/e01e75bd-0b6b-4610-9a72-cafd7fec1909/ “The Middle East, the sovereign wealth funds in Singapore and and Nordics and, you know, Canadian pension fund and all these folks.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 funding Gurley notes AI companies have raised billions of dollars each at unprecedented levels despite being early sta https://minutesof.com/q/e00715d4-e5c3-427a-8328-fc53984e4d0f/ https://minutesof.com/q/e00715d4-e5c3-427a-8328-fc53984e4d0f/ “So yeah, you could call them early stage startups, but you could also I mean, who they've raised billions of dollars each, you know,” — This Week in Startups Tue, 10 Oct 2023 01:53:27 +0000 funding