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Bill Gurley (former GP at Benchmark) recently showed this tweet from Anand asking if we’re in a bubble if OpenAI is the lowest multiple in this sample.

https://www.youtube.com/watch?v=g1C_5cbKd5E

If you haven’t caught an episode of Gurley, and Gerstner’s (founder of Altimeter Capital) new podcast and want something with more meat and potatoes than All In I highly recommend it.