Bill Gurley

Mentioned in 1 episode

"Peter Robison wrote a book called Flying Blind. You can tell why it would have that title."

Mentioned in 1 episode

"DRASTIC is a loosely affiliated group of scientists that came together and share information. They have a website. You should follow them."

Mentioned in 2 episodes

"Cursor even lets the user pick the model that they're using."

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"I met a guy this morning who says for finance he prefers Perplexity, but if he's doing deep research on companies or countries he doesn't know, he finds Claude does better."

Mentioned in 1 episode

"I was very moved by this book Arthur Brooks wrote called Strength to Strength where he talks about this next chapter in your life."

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"The coding people swear by Claude."

Mentioned in 1 episode

"A random walk down Wall Street, Burton Malkiel, all the Buffett letters, you know, Ben Graham."

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"That starts with Peter Lynch, One Up on Wall Street, you know, best-selling book, probably the first book I read about investing."

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"I'm a big believer in systems thinking. There's a book called Thinking in Systems that I read."

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"I was watching an episode of the new Letterman series where he interviews people with the long beard. He had Seinfeld on and they both mentioned this book Born Standing Up by Steve Martin."

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"Joe Lemon's tilting at some cool ideas as well with Alpha Schools. They're going to expand that pretty dramatically and license the technology more broadly."

Mentioned in 1 episode

"There's a chapter in The Coddling of the American Mind by Haidt called the decline of play. So there's this notion that by not having more free time to just be curious, you might not discover what you're actually fascinated with."

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"Part of why I love studying China, both the provincial competition, but also how fast they're building things, Dan Wang's book, Breakneck. People need to be aware of what's possible."

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"There's this great book by Matt Ridley called The Rational Optimist. And he says most progress and I love that word progress in the world has come from when ideas have sex."

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"Angela Duckworth who wrote Grit has said recently if she could write it again, she'd put passion way above perseverance because she says perseverance without passion is suffering."

Mentioned in 1 episode

"You can go back to the very first deal, which was Microsoft and OpenAI, and there were credits involved."

Mentioned in 1 episode

"You can go back to the very first deal, which was Microsoft and OpenAI, and there were credits involved."

Mentioned in 1 episode

"People want to understand why the Nvidia multiple won't go higher. I think it's the circular deals."

Mentioned in 1 episode

"You get equity for credits and then those credits are used to run workloads on Azure. That is cashless revenue for Microsoft."

Mentioned in 1 episode

"And at Microsoft, he helped create Microsoft Garage, which was differentiating for him and caused him to meet a bunch of entrepreneurs he wouldn't have met otherwise."