← Influencer libraryEdition 2026-10-10, preview.
THE LIBRARY

Bill Gurley

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I 100% agree with @mcuban on this. If you are on a custom career path where you aim to differentiate yourself, AI is "jet fuel" - you can learn and soar faster than ever before. How to have a agency, custom career path: https://t.co/MxT2tQH68p

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Didn't expect an early review from a 17-year old (read below), but greatly appreciate it. 🤠 This is the exact motivation I hope to inspire. https://t.co/bZdSTr2KjV

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Some shocked that Walmart and Costco have higher multiples than software companies. When so much value is in terminal value, the haunting question is “will this company be around in 30 years?” Easy question for Walmart. For more see @mjmauboussin on CAP. Here is a great piece. https://t.co/9Jd1F1ZVHf AI causes CAP anxiety.

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People really don’t understand what a competitive strategic weapon open source has become and how it works. Alfred Marshall would be proud. Always good to reread the cathedral and bazaar. https://t.co/Il8BsDuDeI In the long run, marginal price wants to trend to marginal cost. In software, that is $0.

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@KevinChaiken @Gladwell Quick update on the NYU event: I’ve heard from a few people who aren’t NYU affiliated and had trouble with the sign up. If you aren’t an NYU student, you can still go. Just select “Other, “no NYU affiliation,” and write “NA” where it asks for your NYU ID.

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On Wed. 2/25 at NYU in NYC, I have the honor of sharing the stage with the one and only Malcolm Gladwell (@Gladwell), one of my favorite thinkers. We will discuss Revenge of the Tipping Point, Runnin’ Down a Dream, and more. And I will sign books! https://t.co/LsJC4n56pS Quick update on the NYU event: I’ve heard from a few people who aren’t NYU affiliated and had trouble with the sign up. If you aren’t an NYU student, you can still go. Just select “Other, “no NYU affiliation,” and write “NA” where it asks for your NYU ID.

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Burn rate = risk. So of course, this is true. These are the highest burn rates in history of VC. Simple fact. https://t.co/IrsIBd0qDC

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Dennis - if you believe it’s all a PSYOP, then they also got Elon. Listen here at 1:37. https://t.co/RowSLZJoAg Please explain how on the smartest on the planet with huge operations in China was “fooled”? Or maybe you are the one lacking information.

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One of the truly amazing perks of writing this book was having the opportunity to chat for hours with @RickRubin in his studio. Life experience - hope you enjoy our conversation! https://t.co/ce0SlBbL8G

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A quick book update. Many @BG2Pod listeners made it clear they wanted "me" to read the audiobook. I can confirm that I am the narrator! (you may need to go 1.3X however) Pre-order the audio here: https://t.co/oiSywLMSxG Just got my first hard-covers also. 2.24.26 launch. https://t.co/oSdoUoxsrp

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Here’s what I find more frightening than all these Epstein emails. Way less than 50% of Americans believe he committed suicide. And neither the media or the govt have done anything to explain why that is true - or discover what really happened. Unlock that and you find the goods.

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Really enlightening (and detailed) article from @zijing_wu about a special program in China where 100K teenagers are funneled each year into a special "genius" program. Stark contrast to school districts in the US cancelling "gifted" programs.

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Why would anyone have any expectation of a revenue multiple? Makes no sense.

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100%! The number one way to protect your career from AI is to be the most aggressive user of AI in your field. RUN AT IT. Humans evolve with their tools. Keep evolving.

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New video for those that have pre-purchased my new book, Runnin' Down a Dream. Fortunate to be joined by the top modern voices on China @danwwang & @PatrickMcGee_ (top books in 2025). We discuss their careers then go deep on all things China. Unlock here: https://t.co/HlNDfpE0gy https://t.co/sElgAkypJU Dan's (@danwwang) book Breakneck is a must read for anyone thinking about the modern world. He puts a lifetime of learning/studying into an eye-opening very modern look at China. What works & doesn't, and how that reflects on the US. https://t.co/F9IDFdbWjh Equally, Patrick's (@PatrickMcGee_ ) Apple in China, is a deep-dive into Apple…

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No one is going deeper on AI and all the vectors of competition than @dee_bosa. Must watch!

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Edition 2026-10-10, preview.