The Minutes of Bill Gurley on inflection https://minutesof.com/bill-gurley/on/inflection/ Everything Bill Gurley has said on inflection: 2 verbatim quotes from March 2024, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:45 +0000 Gurley calls Inflection outcome a yellow flag warning to slow down on AI valuations. https://minutesof.com/q/5341e1ff-a84b-40d1-827c-33fb4392d6cd/ https://minutesof.com/q/5341e1ff-a84b-40d1-827c-33fb4392d6cd/ “This is employees, all the key employees leaving the company. And the blog post suggests the company goes on with a new CEO.” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 inflection Gurley calls Inflection's implosion after Greylock's $1 billion pre-money round a warning sign for AI valuatio https://minutesof.com/q/051b652e-7ebb-4925-b84e-2c6494b40f07/ https://minutesof.com/q/051b652e-7ebb-4925-b84e-2c6494b40f07/ “Right? And this is a warning sign that you can't just pay any price for any deal in the AI sector and get paid.” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 inflection