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Bill Gurley

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Picture of Bill Gurley

So sad to hear of Cormac McCarthy's passing. Here are two of my favorite articles about him. Rolling Stone profiled his relationship with @sfiscience And here, where his non-fiction ghost writing skills are exposed #Oneofakind #RIP

June 13, 2023, 9:42 p.m.

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This is pretty unprecedented territory. Multiple hotels and now a mall, defaulting on payments and simply giving back buildings to the debt holders. Do banks own most of this paper? Which ones?

Roland Li
Exclusive: Westfield stopped paying its $558 million mortgage and is surrendering its namesake SF mall, the biggest in the city, to lenders in the wake of Nordstrom's planned closure and plunging foot traffic (down ~42% from 2019) and sales (down ~1/3)

June 12, 2023, 10:21 p.m.

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This is super cool. Mark is a true gem. Special human.

Jocelyn Goldfein
Today @MIT has announced Mark Gorenberg will be the next chair of their board - in essence, the guy in charge. 1/

June 2, 2023, 4:29 a.m.

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Retweeted post by @Andrew Macdonald
Andrew Macdonald
Had a trip completed entirely on @Uber this month, from London to Zurich Bike -> Train -> uberX -> Flight -> Reserve 🚲🚆🚗✈️🚘

May 31, 2023, 6:03 p.m.

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I’ll take this advantage of this wonderful Twitter moment to recommend “listening” to @MichaelDell’s book “Play Nice But Win.” As he is the narrator, you get an in depth story of Dell + a play by play on his interactions w Icahn.

Michael Dell
@BillAckman @HindenburgRes
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May 25, 2023, 3 p.m.

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Me too! @uber moments. 😎

Steven Pinker
Happy to learn of this!

May 23, 2023, 11:14 p.m.

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Replying to @Tren Griffin

@trengriffin @TheStalwart True. 35th in MSA. Large city boundary makes city ranking higher. You do have MLS!

Tren Griffin
@TheStalwart When will people compare metro areas on an apples-to-apples MSA basis?

May 20, 2023, 6:21 p.m.

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Retweeted post by @dara khosrowshahi
dara khosrowshahi
It was awesome being live in NYC to announce our latest products at GO-GET 2023. There's something for everyone @Uber and we'll never stop innovating for you! 

May 20, 2023, 1:07 a.m.

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Retweeted post by @Heather M. Fernandez
Heather M. Fernandez
@sumirmeghani @TCVTech @9yardscapital @LarryFitzgerald Recently was chatting with an uber driver and unsolicited, he told me how much he loves instawork: "Instawork is the shit. It's really helping me get through this phase of life where I need the work!" HUGE congrats on the raise and keep making an impact!

May 18, 2023, 11:13 p.m.

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Nice work!

Sumir Meghani
Excited to have @TCVTech & others, including @9yardscapital @LarryFitzgerald join us in our journey to create economic opportunity for local businesses & hourly workers! Our Series D funding will help us invest faster in AI to improve the quality & density of our 4M+ worker labor…
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May 18, 2023, 4:45 p.m.

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Nice to see you as well! @jessicakmathews

Jessica Mathews
Such a pleasure to sit down with @bgurley last week to discuss what his life looks like now after moving back to Texas.

May 18, 2023, 1:11 a.m.

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Retweeted post by @Adam D'Angelo
Adam D'Angelo
It's now easy to use Langchain to power bots on Poe:

May 17, 2023, 5:29 a.m.

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“Peers respecting peers” is one of my favorite things in all endeavors, in any industry, in all walks of life. Very few long term zero sum games. Never met @TexDolly, but admired him from afar. And I know if @phil_hellmuth feels this strongly, it really matters. RIP.

phil_hellmuth
Poker lost its biggest Legend today: @TexDolly. He inspired 3 generations of poker players w his play, his award winning book “Super System,” and his fabulous style and grit. Doyle always played hard: the man absolutely hated losing!! Doyle ruled the high stakes cash games in Las…
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May 15, 2023, 1:47 a.m.

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Retweeted post by @Billy Bostickson 🏴👁&👁 🆓
Billy Bostickson 🏴👁&👁 🆓
Reminds me of Gain of Function Virologists

May 14, 2023, 6:01 p.m.

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You have to use the product!

Zach Bussey
Twitch CEO Dan Clancy is Doing the Small Things He's streaming, meeting creators, internally communicating, and other efforts that won't immediately change things - but they do add up. #TOSgg

May 12, 2023, 12:03 a.m.

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Retweeted post by @Techmeme
Techmeme
Uber launches flight bookings on its UK app in partnership with travel booking company Hopper as part of its efforts to become a travel "super app" (Financial Times)

May 10, 2023, 2:36 p.m.

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If you are (1) interested in solving climate change, & (b) believe that we should use intelligent science to make decisions, I urge you to read this in its entirety. We are trying to solve one of the biggest problems in the world with one hand tied behind our back. Thanks…

New York Times Opinion
“The waste should really be a chief selling point for nuclear energy, particularly for those who care about the environment,” writes @MadiHilly, the founder of the Campaign for a Green Nuclear Deal.

April 28, 2023, 10:52 p.m.

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Replying to @Tren Griffin

@trengriffin Automotive semi will be in trouble by EOY.

Tren Griffin
Not all chips are the same. Demand varies. "During the quarter we experienced weakness across our end markets with the exception of automotive, as expected."

April 26, 2023, 3:52 a.m.

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Important read on both subjects. I agree with Paulson that a hawkish China stance is very dangerous.

Financial Times
Hank Paulson, former US Treasury Secretary, doesn't often give interviews. But this week there were things he wanted to say – about America's relations with China. Read his conversation with @EdwardGLuce, over ravioli and pasta, at Lunch with the FT:

April 23, 2023, 4:11 p.m.

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Retweeted post by @Adam D'Angelo
Adam D'Angelo
AI is going to enable the creation and enforcement of laws 1000x as complex as we have today. This is mostly a good thing.

April 23, 2023, 5:07 a.m.

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Has anyone generated an AI task utility/efficiency/productivity score? It strikes me in coding this would be a 10/10. Other tasks seem lower down. I have seen lists of jobs that are impacted but I’m focused more on the utility against specific tasks. I’d be shocked if this wasn’t…

April 14, 2023, 5:21 p.m.

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Picture of Bill Gurley
Replying to @Gavin Baker

@GavinSBaker “I’ve invested in 50 AI startups, AND everyone else needs to slow down!”

Gavin Baker
1) “God-like AI. A superintelligent computer that learns and develops autonomously, that understands its environment without the need for supervision and that can transform the world around it.” “It’s possible from now onwards.” Worth reading.

April 13, 2023, 8:04 p.m.

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Picture of Bill Gurley

Lazy web question. You know that feature in Spotify where you curate a playlist, and then they show recommended songs to add based on that list? Does LinkedIn have that feature? Not the “people also viewed” which is just based on 1-1 matching. If it does exist, where is it?

April 11, 2023, 9:10 p.m.

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Picture of Bill Gurley

In exploring ChatGPT, I have experienced an interesting evolution of thought about whether or not it poses a threat to Google's search empire. Initially, like everyone else, I was fascinated and amazed. This gave birth to a broad sense of "everything is possible." I believe this…

April 10, 2023, 5:13 p.m.

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Picture of Bill Gurley

In exploring ChatGPT, I have experienced an interesting evolution of thought about whether or not it poses a threat to Google's search empire. Initially, like everyone else, I was fascinated and amazed. This gave birth to a broad sense of "everything is possible." I believe this…

April 10, 2023, 4:57 p.m.

No Paywall