Bill Gurley

San Francisco: Join me Thursday (2/26) at 6pm at the Commonwealth Club for a conversation with the one and only Michael Lewis. Such an honor to share the stage with him. Hope to see you live! https://t.co/hoZeVwjFid

New York City: Join me tomorrow at 5PM at @NYUStern for a discussion with Malcolm Gladwell (@Gladwell). Open to students & non-students. We will discuss my new book, "Runnin' Down a Dream," as well as his, "Revenge of the Tipping Point." Super excited. https://t.co/z96QDjAPE0

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Thanks to @JonHaidt for his support, his leadership, and his efforts to make the world a better place. https://t.co/coMh9Ynk33 Here is the link, ships tommorrow. Or tomorrow, you can download for Kindle, or the audtobook (which I read): https://t.co/hTb1y4claB

The one & only @tfadell was one of the key influences in "pushing" me to write a book. "You have to! Best thing I ever did." He was referring of course to Build. Considering all Tony has accomplished, that landed hard. Thanks for the inspiration. https://t.co/zwcmEAiRg3 https://t.co/FyRneMyiaW

Being able to celebrate peers is a super power.

Beyond thrilled to be sitting down at the Commonwealth Club in SF next Thursday (26th) with the one and only Michael Lewis to discuss my new book. I hope you can make it, & I will do all I can to make sure we hear from him as well! https://t.co/hoZeVwjFid

This type of analysis should be done with gross profit vs revenues. We all agree it’s a “token” economy. These companies both buy and sell tokens. In 1999 we talked about selling dollars for $0.85. Reselling NVIDIA tokens below cost is an easy way to grow revs. Complicated.

Never miss a chance to learn from @btaylor. And never miss the Uncapped podcast.

This is so forward thinking. Who pushed it through?

Thank you @DanielPink ! https://t.co/G4t5N3ib7h https://t.co/bsx80YAmjd

Thanks for your support @JamesClear!!! https://t.co/xPpuql9ela Purchase here: https://t.co/eAQquPcLqi

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

Thank you @AdamMGrant ! https://t.co/I2WFoOXeQS

Super interesting. More power from existing plants.

Thank you @AnnieDuke https://t.co/Mjf0hekrsL https://t.co/CRr07u7SXz

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

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.

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.

@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.

@brookeleblanc @NYUStern @Gladwell https://t.co/UJD1fgLlCw

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.

Wow. Way to go @marymeeker https://t.co/bNNyk0GZSt

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

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.

How about that ...

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

Don't miss... @mjmauboussin puts AI in historic perspective.

Bring CT scans to your Silicon Valley business! Sooner is better.

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