Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 2 Jul 2019 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
3
thin
2 Jul 2019 – 15 May 2026
+0 d
- JD Vance 1 thin 24 Aug 2026 – 24 Aug 2026 +2610 d
- Paul Atkins 3 thin
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley criticizes Silicon Valley's crude valuation approach, where entrepreneurs expect 10x revenue regardless of business model quality.
“I've always felt Silicon Valley has a very crude understanding of valuation. Most entrepreneurs think they all deserve 10 times revenue and also with zero regard for what the revenue is.”
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Bill Gurley
Gurley says Silicon Valley rushes to price-to-revenue multiples because it's the crudest, least intelligent valuation method.
“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.”
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Bill Gurley
Gurley criticizes Dario for being both top cheerleader and doomer while raising billions and cashing out employee shares.
“Dario, the guy leading a company that's raising billions of dollars and cashing out billions in secondary to his employees is simultaneously the top cheerleader and the top doomer.”
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JD Vance
Vance criticizes Maine's Mills administration for incompetence enabling fraud after months of attempted cooperation.
“I hate to say it that after a few months of working with these guys, I don't have a great amount of confidence that they're gonna lean into this anti fraud effort.”
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Paul Atkins
Atkins accuses the SEC of undermining capital formation through regulation by enforcement and disingenuous registration offers.
“In fact, in the past, it actively undermined capital formation with regard to this asset class in the form of regulation by enforcement and disingenuous offers to “come in and register.””
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Paul Atkins
Atkins criticizes the SEC for requiring firms to design disclosures for paper first, even under the new e-delivery rule.
“The SEC still assumes and sometimes requires that firms, in the first instance, will design disclosures for viewing on paper (whether it is paper that firms mail or, now with Reg E-Delivery, paper that customers can print from home printers).”
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Paul Atkins
Atkins lists specific SEC requirements that perpetuate paper-first thinking, including font size and same-page rules.
“Other paper-as-the-standard disclosure rules talk about font size, relative prominence, and disclosures appearing on the same page.”
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