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.
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.
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[ 2.9 ms ] story [ 10.7 ms ] threadhttps://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.