The Minutes of Bill Gurley on market timing https://minutesof.com/bill-gurley/on/market-timing/ Everything Bill Gurley has said on market timing: 3 verbatim quotes between May 2022 and March 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:06 +0000 Gurley says non-AI company valuations have been cut in half in past five weeks due to VC focus on AI. https://minutesof.com/q/72fb6e8e-f76a-452e-8beb-86af85241468/ https://minutesof.com/q/72fb6e8e-f76a-452e-8beb-86af85241468/ “in the past five weeks, the valuations on the non AI companies have been cut in half and so that mentality is gonna be reinforced even more and so there's just no oxygen.” — School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 market timing Gurley predicts headlines about death of software will appear silly in less than 24 months. https://minutesof.com/q/1f93a15e-86c5-4c0a-9944-9d4f2a02cade/ https://minutesof.com/q/1f93a15e-86c5-4c0a-9944-9d4f2a02cade/ “I suspect that these headlines, the end of software, the death of software, in I would argue less than twenty four months will appear to be silly.” — Bg2 Pod Mon, 10 Jun 2024 14:22:07 +0000 market timing Gurley says post-correction windows are the calmest periods with least anxiety in his three-decade career. https://minutesof.com/q/e93af461-4e49-42e6-8231-0844aafe4b3c/ https://minutesof.com/q/e93af461-4e49-42e6-8231-0844aafe4b3c/ “By the way, I found, and I shared this with my partners the other day, I found through my career, which wasn't four decades, okay.” — All-In Podcast Mon, 23 May 2022 05:10:20 +0000 market timing