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, 23 Jun 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
4
thin
17 Nov 2017 – 15 Feb 2018
-949 d
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Brad Gerstner
3
thin
23 Jun 2020 – 26 Oct 2023
+0 d
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Howard Marks
1
thin
30 Jun 2022 – 30 Jun 2022
+737 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley argues excessive capital in Silicon Valley allows entrepreneurs to run without discipline or accountability.
“The the I guess the thing I would say is that, you know, the excessive amount of capital that's been available to Silicon Valley has allowed a lot of entrepreneurs to run without much discipline because if you if if you're not running out of money, you're not constantly being regraded and asked to come back to the table.”
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Bill Gurley
Gurley says competitive dynamics have eliminated stewardship for discipline and results in venture capital.
“And I think it's led to a situation where there's not a lot of of stewardship for discipline and and results and that kind of thing.”
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Bill Gurley
Gurley argues being public helps companies run better through enforced discipline and smart questioning.
“one of the things that I believe strongly that I think is less well understood is that being public actually helps the companies run better. It's an enforced discipline.”
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Bill Gurley
Gurley believes being public helps companies run better through enforced discipline from smart investors.
“I believe strongly that I think is less well understood is that being public actually helps the companies run better. It's an enforced discipline.”
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Brad Gerstner
Gerstner nearly invested in Zoom pre-IPO at $5 billion valuation, emphasizing need for disciplined frameworks.
“We were within probably a 100 or $200,000,000 of doing a meaningful pre IPO round in Zoom. The company was valued at around $5,000,000,000 compared to where it is two years later.”
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Howard Marks
Marks says he's made only five to seven market calls in fifty years, when prices reached absurd extremes.
“And when prices are at absurd extremes, the case, the logic for a market call is very strong, and the probability of being right is very high.”
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Brad Gerstner
Gerstner reveals Altimeter has said no to over 60 AI companies while competitors do many deals.
“We've said no to over 60 companies. Right? We you know, but when we look around, I see a lot of our competitors doing a lot of these deals.”
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Brad Gerstner
Gerstner reveals Altimeter has passed on 75 AI investment opportunities in the last twelve months.
“Today to me, you know, we've passed on 75 AI businesses over the course of the last twelve months that we've looked at, not because we don't think those are good founders or maybe even good business models,”
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