Bill Gurley

Here we go. It's happening. 🤠 https://t.co/d4fUAQqXLw

Love what you do ... https://t.co/p6AU4EvR5n

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

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.

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.

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

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.

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…

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

https://t.co/Fk05VBqG6s

The future of offensive security isn't AI vs humans. It's what becomes possible when they work together. AI agents do testing at scale. Human experts bring creativity and context. That’s the direction @Hacker0x01 is taking. https://t.co/qTCKLrdS8W

This is quite well written; important reflection on the current environment. I would add one more thing. Most of these rounds are preemptive. The investor suggested it - it wasn’t the company’s initiative. A finance form of the observer effect. https://t.co/p2JJOHNOpN

A bit of a deep dive on this relationship in my book. https://t.co/JO92oUHiIZ

Good stuff.

Cabo! https://t.co/BHSVGOWLqw

Pre-purchase my new book, & as a bonus enjoy this video conversation between myself and @mjmauboussin where we discuss putting the current AI investment cycle in historic perspective. No one smarter on financial history than Michael! https://t.co/HlNDfpEy66

I sat down with @mjmauboussin to connect his unconventional career to Runnin’ Down a Dream—then used history, not hype, to frame the current AI investment world. Pre-order the book to unlock the full video here: https://t.co/HlNDfpEy66 #runnindownadream https://t.co/AhjQL3BGAO

It would be hard to find a better expert on Venezuela than @ricardo_hausman. Expert on how countries emerge and grow. Native son.

I really enjoyed @danwwang year end letter - and highly recommend a read. Here is my favorite paragraph: https://t.co/49Ilnh7TDD https://t.co/t05YUqkkpS

@EscoPablito1 I would ask @tfadell

Odd way to say “I was wrong”.

NYC congestion pricing is working…as it should.

The fabulous author @DavidEpstein wrote a whole book on this in 2021. Range. https://t.co/bZply6QZWQ

Special thanks for @tferriss for having me on. We go deep on the book & much more. Getting super excited about the launch coming 2.24.26. I just recorded the audio book last week! https://t.co/YyV7zUz6I2

Wow! @nvidia & @Xiaomi both dropped open models in past 24 hours. There is a non-zero chance open models dominate the vast majority of tokens in the long run. Lots of players interested in that future. I would argue that Amazon, Apple, and Meta should be also. Not sure they do.

Henry is one of the smartest investors on the planet. He also rarely does this type of speaking - so it’s a special holiday treat. More free learning opportunities from @patrick_oshag! 🙏 🙏 🙏

💯 no founder should subject themself to a hand picked price for the clients on the I-bank.

John’s point below is one of the reasons I wrote my new book. These poor kids are pressured through a “resume arms race” & this high-stress college process without time to explore/dream. https://t.co/aErKCtUoPd

@royeriksen_ See.

At the @dealbook conference, @mtbarra discussed the onerous overhead of state-by-state EV laws. During his presidency, @BarackObama spoke of the burden caused by state-by-state licensing laws. AI is no different. The bureaucracy of 50 diff AI laws would be stifling to America.