Bill Gurley · Bg2 Pod · 9 September 2024
“So 13 to 2.5. Right, right. And that's a shocking Delta. Yes. And one of, I would say the single most surprising thing to me of all the discussions I've had in the past two weeks with everyone that's in this industry is how few people are shocked by that.”
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.