The Minutes of Bill Gurley on llms https://minutesof.com/bill-gurley/on/llms/ Everything Bill Gurley has said on llms: 2 verbatim quotes between April 2024 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:06 +0000 Gurley says if scaling laws are hitting limits it has implications but doesn't mean AI is done. https://minutesof.com/q/d43376c8-e7cc-4cb7-b307-3a5be2ec94aa/ https://minutesof.com/q/d43376c8-e7cc-4cb7-b307-3a5be2ec94aa/ “if the the comment, you know, that you read earlier is true and that these and that they're not getting the benefit, there are implications.” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 llms Gurley argues LLMs alone won't be winners without durable differentiation enabling monopoly-like pricing. https://minutesof.com/q/29c66e90-0fe9-4d7b-b185-5d0e946452f8/ https://minutesof.com/q/29c66e90-0fe9-4d7b-b185-5d0e946452f8/ “I'm not sure that LLMs, like, if that's all you have going for you, I'm not sure that's going to be the winner.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 llms