The Minutes of Bill Gurley on market concentration https://minutesof.com/bill-gurley/on/market-concentration/ Everything Bill Gurley has said on market concentration: 2 verbatim quotes between September 2023 and June 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:11 +0000 Gurley reports Nvidia alone accounts for 5% of S&P 500 returns while 493 other companies contribute only 4%. https://minutesof.com/q/a68d0462-7e19-4c36-8a7d-2c12cb0921eb/ https://minutesof.com/q/a68d0462-7e19-4c36-8a7d-2c12cb0921eb/ “The other mag six are responsible for 5%. And then the other 493 companies in the S and P 500 are responsible for 4% of the 14% year to date returns.” — BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 market concentration Gurley notes telecom market share consolidated from 48% to 85% after 1996 Telecommunications Act. https://minutesof.com/q/33c74caa-4bba-414e-affa-1a9bcb426f77/ https://minutesof.com/q/33c74caa-4bba-414e-affa-1a9bcb426f77/ “In 1996, the top four had 48 market share. Four, five years later, after this heralded legislation, they're up to 85%. That didn't work. Let's check-in on the second one. Were they promoting innovation?” — All-In Podcast Sat, 16 Sep 2023 01:49:57 +0000 market concentration