Gurley predicts staying private will eventually cost more than going public for some companies.
“Well, at some point, I think they're gonna be spending more dollars avoiding public than being public. It's just going be more of a hassle.”
“we spent the last thirty to forty years putting computing technology inside the enterprise Right. And we're gonna spend the next ten pulling it out.”
Gurley predicts the next ten years will involve removing enterprise technology and moving systems outside via SaaS.
“I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.”
Gurley recalls predictions from five years ago that venture capital would become obsolete due to cheap startup costs.
“If you go back about five years, a whole bunch of people said, well Venture's dead because there's infinite angel money and you can start a company for cheap and you won't need Venture anymore.”
Gurley predicts Hyperloop will achieve over 700 mph on a two-mile track within twenty-four months.
“So the prediction is we'll have Hyperloop working in about twenty four months on a two mile track and hit over 700 miles per hour, and we can go faster than that.”
Gurley predicts more vertical-specific talent marketplaces will emerge, fragmenting LinkedIn's horizontal model.
“People have talked about kind of, you know, the opening up of LinkedIn where people go into more specific verticals and are able to drive better outcomes, real work opportunities right away.”
Gurley predicted black car marketplace would work better than taxi due to less friction before finding Uber
“Because there's going to be less friction and we're going to be able to use the tools that entrepreneurs know how to use to be successful.”
Gurley predicts new US entrants will co-evolve with Chinese models without national identity like Linux.
“I think you're gonna see new entrants pop up that try to co evolve with the Chinese models. You know, is Linux American? Is Linux Chinese?”