https://minutesof.com/on/discipline/ Everyone on the record about discipline: 8 verbatim quotes from 3 people, November 2017 to October 2023, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:56 +0000 https://minutesof.com/q/1ca388e2-ebae-4d03-9017-44ca1f0f0ccf/ https://minutesof.com/q/1ca388e2-ebae-4d03-9017-44ca1f0f0ccf/ “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,” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 discipline https://minutesof.com/q/3963228e-b047-4325-9088-a1e686ebcb87/ https://minutesof.com/q/3963228e-b047-4325-9088-a1e686ebcb87/ “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.” — Brad Gerstner, All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 discipline https://minutesof.com/q/e759942d-218b-4ce0-b75e-be70dad8b744/ https://minutesof.com/q/e759942d-218b-4ce0-b75e-be70dad8b744/ “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.” — Howard Marks, Goldman Sachs Thu, 30 Jun 2022 15:18:25 +0000 discipline https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 discipline https://minutesof.com/q/634d848a-d43f-49fc-a216-1451ff6a620e/ https://minutesof.com/q/634d848a-d43f-49fc-a216-1451ff6a620e/ “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.” — Bill Gurley, Bloomberg Tech Thu, 15 Feb 2018 00:05:18 +0000 discipline https://minutesof.com/q/9909d2b8-eb5e-4064-bec2-5089341f6f58/ https://minutesof.com/q/9909d2b8-eb5e-4064-bec2-5089341f6f58/ “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.” — Bill Gurley, Bloomberg Tech Thu, 15 Feb 2018 00:05:18 +0000 discipline https://minutesof.com/q/e2097851-026e-46fc-ba27-8b834333ef30/ https://minutesof.com/q/e2097851-026e-46fc-ba27-8b834333ef30/ “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.” — Bill Gurley, Bloomberg Tech Thu, 15 Feb 2018 00:05:18 +0000 discipline https://minutesof.com/q/ad01ba67-d5e7-43e7-85b2-5a10c7faf6e6/ https://minutesof.com/q/ad01ba67-d5e7-43e7-85b2-5a10c7faf6e6/ “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.” — Bill Gurley, Bloomberg Television Fri, 17 Nov 2017 19:47:21 +0000 discipline