The Minutes of Bill Gurley on meta https://minutesof.com/bill-gurley/on/meta/ Everything Bill Gurley has said on meta: 4 verbatim quotes between January 2023 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:03 +0000 Gurley identifies Meta agreeing to cover debt failure without owning the debt as classic off-balance-sheet fin https://minutesof.com/q/cd293f6c-b4a7-4beb-898b-e518bc330e72/ https://minutesof.com/q/cd293f6c-b4a7-4beb-898b-e518bc330e72/ “Meta agreed to pay for the failure of debt on a facility where they don't own the debt. You know? And to me, that's classic off balance sheet financing.” — Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 meta Gurley describes Meta's Scale AI acquisition structure: 49% stake for $15B at $30B valuation to avoid regulato https://minutesof.com/q/0915bf55-0e5e-4785-9ef6-bc14134d0999/ https://minutesof.com/q/0915bf55-0e5e-4785-9ef6-bc14134d0999/ “Meta has done this interesting structured deal, they're buying 49% of the company, they're paying a $30,000,000,000 valuation so they're paying effectively 15,000,000,000, they're avoiding regulatory scrutiny, the CEO of scale is going to help lead efforts at Meta.” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 meta Gurley believes Facebook's stock would double if they shut down VR, which costs $5-10 billion annually. https://minutesof.com/q/26d4b192-2680-4555-b3e8-a4c01d36376d/ https://minutesof.com/q/26d4b192-2680-4555-b3e8-a4c01d36376d/ “Wall Street's on my side on this one. I think if they shut down the VR effort, not only will the profitability would soar because they're spending real money, like 5 to 10,000,000,000 a” — Tim Ferriss Thu, 26 Jan 2023 19:45:00 +0000 meta