The Minutes of Bill Gurley on unit economics https://minutesof.com/bill-gurley/on/unit-economics/ Everything Bill Gurley has said on unit economics: 3 verbatim quotes between April 2013 and July 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:00 +0000 Gurley reports rumors that some best-known AI brands have negative gross margins from pricing below cost. https://minutesof.com/q/d36dd034-e36f-4370-9235-6b98149f4ca5/ https://minutesof.com/q/d36dd034-e36f-4370-9235-6b98149f4ca5/ “There's rumors of even some of the best known brands in AI having negative gross margin.” — BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 unit economics Gurley challenges Waymo advocates to publish twenty-year financial projections showing how owned robotaxi flee https://minutesof.com/q/c1dcb64d-025e-49b8-91e4-fbcfa495ed9f/ https://minutesof.com/q/c1dcb64d-025e-49b8-91e4-fbcfa495ed9f/ “Let's build a public Google Sheet of the twenty year financial statements for this thing, and let's put it out there in the public.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 unit economics Gurley explains large capital deployments force massive losses since companies lack infrastructure to absorb f https://minutesof.com/q/7df9b2f2-0af2-4205-a2dc-91e161392ef3/ https://minutesof.com/q/7df9b2f2-0af2-4205-a2dc-91e161392ef3/ “the only way to deploy that amount of capital is to take on massive losses. There's there's no way to you know, these companies don't have massive infrastructure.” — Bloomberg Tech Wed, 02 Oct 2019 18:47:29 +0000 unit economics