The Minutes

Bill Gurley on

geopolitics

4 entries, 26 Feb 2026 to 23 Apr 2026

On the recordsourced and dated, oldest first

    1. spoken

      Gurley warns alienating trade partners could result in China serving global AI markets while America is isolated.

      “I think this could even happen with AI models where there's a fence around America and China's serving the rest of the world.”

      26 Feb 2026 · On with Kara Swisher · 51:32 · source · permalink
    2. spoken

      Gurley warns undiplomatic US behavior could push global partners toward China, which he observed hitting on many cylinders in August.

      “And China is, I just spent some time there in August is hitting on many, many cylinders.”

      26 Feb 2026 · On with Kara Swisher · 50:57 · source · permalink
    3. spoken

      Gurley warns undiplomatic behavior could push global partners toward China, which he saw performing strongly in August.

      “if we are undiplomatic with our partners around the globe, that they will, it'll be more easier for them to rationalize agreements with China.”

      26 Feb 2026 · On with Kara Swisher · 50:43 · source · permalink
    4. spoken

      Gurley predicts US AI regulation could create a fence letting China serve the global market instead.

      “I think what could happen with AI is we could build a fence around ourselves, and China could end up serving the rest of the world.”

      23 Apr 2026 · Tom Bilyeu · 54:31 · source · permalink

Bill Gurley ontheir other subjects

Everything Bill Gurley is on record saying · RSS