Bill Gurley · Metis Strategy · 10 April 2026
“They went public at 40 and the stock traded down to 18. And that kinda woke them up, and Mark, like, got the company motivated and and got their mobile products way better.”
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.