The Minutes of Bill Gurley on innovation https://minutesof.com/bill-gurley/on/innovation/ Everything Bill Gurley has said on innovation: 4 verbatim quotes between April 2017 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:01 +0000 Gurley argues Microsoft's late nineties regulatory threat enabled Amazon and Google to emerge. https://minutesof.com/q/38451ef6-c26a-49ea-90de-c686cf7e3a12/ https://minutesof.com/q/38451ef6-c26a-49ea-90de-c686cf7e3a12/ “I think that had Microsoft not been under threat in the late nineties, you may not have seen Amazon or Google or a lot of companies you may not have seen.” — Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 innovation Gurley calls claims that China lacks innovation capabilities flat wrong based on direct observation during vis https://minutesof.com/q/0178caa5-3d30-46d4-95fa-151d71666594/ https://minutesof.com/q/0178caa5-3d30-46d4-95fa-151d71666594/ “And that's just flat wrong. Whoever's saying that just hasn't been there. They don't know the facts on the ground.” — Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 innovation Gurley says Chinese entrepreneurs match US quality, citing MEMS LiDAR at $130 per car versus thousands. https://minutesof.com/q/19f92f69-fdeb-4b0f-8094-3ddf216ba811/ https://minutesof.com/q/19f92f69-fdeb-4b0f-8094-3ddf216ba811/ “These entrepreneurs are every bit as good as the entrepreneurs they are here. There are examples like in LiDAR, they built a MEMS LiDAR product that's like $130 a car.” — Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 innovation Gurley explains Innovator's Dilemma: disruptive products succeed by targeting customers who reject incumbent c https://minutesof.com/q/60b1ab7a-113e-44ad-a3f3-3209723b061a/ https://minutesof.com/q/60b1ab7a-113e-44ad-a3f3-3209723b061a/ “Products that are able to be disruptive get over designed. They get over feature rich, they get complex, they get heavy.” — This Week in Startups Fri, 07 Apr 2017 23:27:51 +0000 innovation