Episode Details
| Title | Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427] |
|---|---|
| Date | 6/10/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AIVERTICALS - Potential investment opportunities in AI verticals, particularly in language and coding applications, where AI shows exceptional capabilities.
- “If I were still an active GP, and I think a few people are doing this, but if I were an active GP, I would be thinking about verticals in AI and thinking about where AI is exceptionally great. It's exceptionally great in language. Coding is a tighter form of language, so it's even better at coding.” - Bill (1:05:54)
- 🟢 $AIREVENUE - 🔒
Bearish:
- 🔻 $PRIVATETECH - 🔒
- 🔻 $LATESTAGESTARTUPS - 🔒
- 🔻 $MEGAVC - 🔒
- 🔻 $UNICORNS - 🔒