Bill Gurley · BG2 Pod · 20 June 2025
“when will AI reach 75% of total US market cap, which I think is incredibly provocative how you compare that to industrials and transport because everybody's saying it's so big already it can't get any bigger.”
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.