https://minutesof.com/bill-gurley/on/software/ Everything Bill Gurley has said on software: 4 verbatim quotes between February 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:01 +0000 https://minutesof.com/q/7339e8da-6ddc-4065-b386-8fef28d5a1bd/ https://minutesof.com/q/7339e8da-6ddc-4065-b386-8fef28d5a1bd/ “And for most of these high-tech companies, the next five years cash flow are a fraction of their actual market cap, which means all the values in the terminal value.” — Brew Markets Fri, 27 Feb 2026 20:28:10 +0000 software https://minutesof.com/q/cd3e5ff6-4c65-4083-a0a4-eb3c90fc95d4/ https://minutesof.com/q/cd3e5ff6-4c65-4083-a0a4-eb3c90fc95d4/ “I've always said that Silicon Valley has the crudest kind of least intelligent view of valuation. They always rush to price to revenue because it's easy and because quite frankly, it's easier to be optimistic.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 software