The Minutes of Bill Gurley on systems https://minutesof.com/bill-gurley/on/systems/ Everything Bill Gurley has said on systems: 3 verbatim quotes from October 2024, each with a timestamp and a link to the recording it came from. en Fri, 23 Oct 2026 11:01:50 +0000 Gurley argues NVIDIA's competitive advantage is strongest in the largest system deployments, not at the edge. https://minutesof.com/q/f7135e09-b1d9-489d-a8ae-8ea489d2dc2e/ https://minutesof.com/q/f7135e09-b1d9-489d-a8ae-8ea489d2dc2e/ “NVIDIA's competitive advantage is strongest where the size of the system is largest, which is another way of saying what Renee said.” — BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 systems Gurley explains NVIDIA's networking, NVLink, and CUDA advantages emerge specifically in the largest system dep https://minutesof.com/q/3cd5de34-3e0c-4b75-adef-e5e5e2d29a6d/ https://minutesof.com/q/3cd5de34-3e0c-4b75-adef-e5e5e2d29a6d/ “That's when the networking piece thrives. That's where NVLink thrives. That's where CUDA really comes alive in the biggest systems that are out there.” — BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 systems Gurley explains single NVIDIA nodes sell at or below cost because large systems unlock capabilities impossible https://minutesof.com/q/21809f6d-674d-4481-a996-b5cdf732c18c/ https://minutesof.com/q/21809f6d-674d-4481-a996-b5cdf732c18c/ “And this starts to get at that because you can do things with the large systems that you just can't do with a single node.” — BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 systems