The Minutes of Bill Gurley on tam https://minutesof.com/bill-gurley/on/tam/ Everything Bill Gurley has said on tam: 6 verbatim quotes between January 2025 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:02 +0000 Gurley says Uber in San Francisco was 20 times bigger than the taxi market, proving TAM conservatism wrong. https://minutesof.com/q/5ab0ffc7-704b-4cb1-aa64-fa8498e4e0ac/ https://minutesof.com/q/5ab0ffc7-704b-4cb1-aa64-fa8498e4e0ac/ “By the time I wrote that, I already knew that Uber in San Francisco was 20 x bigger than the taxi market in San Francisco.” — BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 tam Gurley wrote a post debunking an NYU professor's analysis that Uber would never exceed $4 billion in value. https://minutesof.com/q/8e98f130-77e9-4631-85ed-88969d27f6f7/ https://minutesof.com/q/8e98f130-77e9-4631-85ed-88969d27f6f7/ “He published this piece that said Uber would never be worth more than $4,000,000,000 And I wrote one of my favorite blog posts ever titled How to Miss by a Mile, where I took apart his analysis and tried to well, I had a little I had an unfair advantage.” — Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 tam Gurley knew Uber was already 20x bigger than taxi market in San Francisco when professor valued it at $4 billi https://minutesof.com/q/2c885987-19ef-4ccb-ae15-63930428aead/ https://minutesof.com/q/2c885987-19ef-4ccb-ae15-63930428aead/ “I already knew in San Francisco that Uber was 20 x bigger than the taxi market. He didn't know that.” — Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 tam Gurley knew Uber was already 20 times bigger than taxi market in San Francisco contradicting professor's TAM a https://minutesof.com/q/61322fad-fe58-4032-b3d6-1b2d655b4bf8/ https://minutesof.com/q/61322fad-fe58-4032-b3d6-1b2d655b4bf8/ “I already knew in San Francisco that Uber was 20 x bigger than the taxi market.” — Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 tam Gurley notes the professor analyzing Uber admitted he had never used the product, only taxis. https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ “Not only that. In in the in the report of his, which a summary version got public, but I found the background version, he admits that he had never ridden Uber and only taken taxis.” — Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 tam Gurley says Uber was already 20x bigger than the San Francisco taxi market when critics valued it at $4 billio https://minutesof.com/q/5ffad9d0-2541-45f5-90c8-0de940e5c6db/ https://minutesof.com/q/5ffad9d0-2541-45f5-90c8-0de940e5c6db/ “in San Francisco, we're already 20 x bigger than the San Francisco taxi market at the time he wrote it.” — McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 tam