Bill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370]
My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for Counterpoint Global. While they are longtime friends with one another, I’d never heard them appear somewhere together so it was a real treat to be able to do this with the two of them. They are two of the leading minds in their fields, and we combined their decades of expertise into one wide-ranging conversation. We discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware. Please enjoy this great conversation with Bill Gurley and Michael Mauboussin.
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For the full show notes, transcript, and links to mentioned content, check out the episode pagehere.
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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visitjoincolossus.com/episodes.
Past guests includeTobi Lutke,Kevin Systrom,Mike Krieger,John Collison,Kat Cole,Marc Andreessen,Matthew Ball,Bill Gurley,Anu Hariharan,Ben Thompson, and many more.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes:
(00:00:00) Welcome to Invest Like the Best
(00:03:38) Dissecting the Dynamics of AI, LLMs, and Market Disruption
(00:05:06) The World of AI Investments and Market
