Bill Gurley · BG2 Pod · 25 September 2024

“if you're spending 20,000,000 a month, you're burning $240,000,000 a year. You know, if these companies in AI are 50% gross margin or whatever, you got to get revenue to twice that, you know, you're right at that 500,000,000 run rate before you could think about being profitable.”

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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.