The Minutes of Bill Gurley on market share https://minutesof.com/bill-gurley/on/market-share/ Everything Bill Gurley has said on market share: 2 verbatim quotes between December 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:11 +0000 Gurley told OpenTable CFO they would reach 99% market share, not 17%, due to network effects understanding. https://minutesof.com/q/1eb4b408-38eb-4bf1-8e61-01bdef163820/ https://minutesof.com/q/1eb4b408-38eb-4bf1-8e61-01bdef163820/ “And he said, oh, no one gets more than 17% market share, all the businesses I've worked with. Because I believed in network effects, I was like, we're gonna get 99.” — BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 market share Gurley states NVIDIA holds 98% of purchased AI workloads when captive workloads are excluded. https://minutesof.com/q/4a0e2fd9-353f-417e-b371-e627e55d06c2/ https://minutesof.com/q/4a0e2fd9-353f-417e-b371-e627e55d06c2/ “If you just look at, I guess, workloads people are purchasing to do work on their own, so you take the captives out, you're at 98, right?” — BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 market share