Bill Gurley

I am looking to connect with both college career counselors (at any college) and/or high school college counselors as focus group research for a project of mine. If you know any that are open to chat please have them email me at dream@benchmark.com Thanks!

Chatting last night with leading AI model about noteworthy business practices over the past few years. Notice, I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation. Here is the output: https://t.co/6xyFqlqGE9

Chatting tonight with leading AI model about noteworthy business practices over the past few years. Notice, I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation. https://t.co/8C0HTxc8Uo The truth is everyone knows these practices are questionable. But as @sapinker says, we haven't reached the point where "everyone knows that everyone knows."

If you work for any US AI company or invest in US AI - you really need to listen to the discussion about state-by-state AI regulation (45:04). I am not sure everyone is aware of how horrible this will be for US global competitiveness. We are our own worse enemy.

If you are interested in knowing in which industries AI is most successful in understanding (& which models), you should pay close attention to the APEX. More below.

AI is moving security into new territory. 210% more valid AI vulnerabilities. Attackers are combining human creativity with AI speed. Pressure test your AI with external researchers and agentic offsec testing. @Hacker0x01 https://t.co/g2qXbQp5oJ

@DoggyDog1208 @11json Add BYD and Xaiomi.

Wow. Understanding reality is a good baseline for anyone that sets policy.

https://t.co/asVtCGxi8T

US should be embarrassed we are a tech laggard to Brazil. PIX is what FedNow wants to be. India, China, UK and many other countries have had a system exactly like Pix for years and years. Study PIX. Way better than what we have in US. FPS in UK launched 17 years ago. Captured.

@marcelolima Reasonable analysis.

@ShawnFateh Just said.

@pashaismz Willing buyer meets willing seller.

It’d be would be way better if they didn’t. https://t.co/nARSjf6RBT

Sad to say this isn’t new. But as they said in Den of Thieves, “your bunny has a good nose.” https://t.co/cbeselV8OX

Game recognizes game.

Barry Diller was the original independent thinker. I always listen…

Who hates (and fears) open source AI more than this? I give him massive credit for identifying his biggest threat. Also for candidly attacking it head on. Really hate the regulatory capture angle. Find it ugly & bad for society. But understand why someone would make it a strategy.

Good thing for every state legislature to read before we pass 30 different state level AI laws. Sen. Moynihan said legislators should have same rule as doctors “first do no harm.” https://t.co/IBKI7n0W0V

Very very smart.

Always listen and learn from @tobi whenever you get a chance. One of the most independent thinkers out there.

Now seems highly probable that a new payment alternative emerges in the US (replacing credit/debit cards) on top of stablecoin rails. Just too damn efficient & cheap. Good riddance as they say! Who do you think is most likely to emerge as the new consumer payment app leader?

This is a super important post from @MelMitchell1 at @sfiscience on what’s real and what’s not in AI proclamations. Lots of noise in the system.

This is a super important post from @MelMitchell1 at @sfiscience on what’s real and what’s not in AI proclamations. Lots of noise in the system.

Who are the top 5 accounting experts on X? I keep finding myself with questions - would love to pose them to people who have the right answers.

I’m glad @mcuban is focusing his time and brain and money on this. Generous. Kind. Needed. I’m rooting for him.

Amazing 67 minutes between @SenRandPaul & @friedberg. Independent thinking in DC is refreshing. 🙏

How would this accounting work? Is it really off balance sheet if you underwrote the risk? AI data centers are really stressors for the accounting industry. I hope they are paying attention.

Wow. @danwwang’s incredible book Breakneck debuted at #4 on the NYTimes bestseller list. There is a reason. Must read. https://t.co/FS6zAK7rId https://t.co/pfwpanGoV7

“For every buyer there’s a seller, and one must ask: why would the other fellow be willing to part with a position that you think is attractive? If you can’t answer that question, you probably shouldn’t be buying.” — Howard Marks, Oaktree Capital