Bill Gurley · The Knowledge Project Podcast · 9 June 2026
“Imagine you're a cloud service provider and you notice that this company, Anthropic, wants to develop this model. It's gonna cost maybe $5,000,000,000, but they don't have that money.”
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.