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While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23... State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Erashow more

Patrick OShaughnessy

342,409 subscribers

388,953 次观看 • 1 年前 •via X (Twitter)

新闻政治财经科学技术

Anya Rossi• Live Now

Private livecam show

11 条评论

Patrick OShaughnessy 的头像

Patrick OShaughnessy1 年前

Links Apple: Spotify: Youtube:

Seth Bezos 的头像

Seth Bezos1 年前

@bgurley tune in to get edged by Bill for 30 min

aisandoll 的头像

aisandoll1 年前

@bgurley the future of investing is AI - everything else is just noise 🚫🔉

Investors.com 的头像

Investors.com2 年前

Retail investors: Tired of spending hours researching stocks just to find one good trade?

lucasabreu 的头像

lucasabreu1 年前

@bgurley amazing.

Howard Deleon 的头像

Howard Deleon1 年前

@bgurley That guy’s a trading genius! @WallKc7👍 🌐

Dawn 的头像

Dawn1 年前

@bgurley That guy’s a trading genius! @FordA_ntony972👍 🚩

Orks AI | SandHive 的头像

Orks AI | SandHive1 年前

@bgurley Why the spotlight on private investing? What gives? Cut to the chase, boyz!

Tasha 的头像

Tasha1 年前

@bgurley 🌐 🌐 🎌 This uncle's analysis is really professional （@WallKc7）

Alexa Cox 的头像

Alexa Cox1 年前

@bgurley Wow, his posts are awesome. (@FordA_ntony972) 🌈 🌺

Keval Desai 的头像

Keval Desai1 年前

@bgurley Brilliant!

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Farzad 🇺🇸 🇮🇷

2,033,136 次观看 • 2 年前

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration

Peter H. Diamandis, MD

6,232,793 次观看 • 6 个月前

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Y Combinator

852,973 次观看 • 1 年前

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

Patrick OShaughnessy

1,212,199 次观看 • 5 个月前

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts

Raoul Pal

154,659 次观看 • 1 年前