Bill Gurley · Bg2 Pod · 23 December 2024
“At least that's what Blackwell is, and we'll see what Ruben does. But, you know, five x plus in a single year for performance TCO is an insane pace.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Bill Gurley is on record saying.