The Minutes of Bill Gurley on sovereign ai https://minutesof.com/bill-gurley/on/sovereign-ai/ Everything Bill Gurley has said on sovereign AI: 2 verbatim quotes between February 2024 and April 2024, each with a timestamp and a link to the recording… en Mon, 31 Aug 2026 13:09:51 +0000 Gurley sees sufficient evidence of AI demand from sovereigns and hyperscalers placing real orders for supercom https://minutesof.com/q/c85f000f-80eb-46a7-9291-9a1fd2ffd857/ https://minutesof.com/q/c85f000f-80eb-46a7-9291-9a1fd2ffd857/ “there are enough breadcrumbs in the world today that people are making forward bets that the need for more training and the need for more inference, there's sufficient evidence to cause them to put real money up against this.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 sovereign ai Gurley expresses skepticism about sovereign server stacks, comparing them to Microsoft's failed NT server-per- https://minutesof.com/q/b0dc5c71-d366-4d7d-a7d7-a38731bcad61/ https://minutesof.com/q/b0dc5c71-d366-4d7d-a7d7-a38731bcad61/ “So I would just, there was a time at which Microsoft was trying to convince the world that we'd all need an NT server for every employee.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 sovereign ai