Bill Gurley
Avg+0.0%Win0%
Shows
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Top tickers
ANTHROPIC1 calls
MSFT1 calls
BX1 calls
BABA1 calls
BTC1 calls
Speaker record
ANTHROPIC/short/all-in
Most-funded lab is also the loudest doomer; regulatory-capture or 'midwife a deity' motive looms over the IPO
Anthropic is a mystery to me. I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.
Peak+1.8%
MSFT/short/all-in
Claude beating Copilot 'by a lot' on Excel undercuts Microsoft's flagship AI productivity story
Claude for Excel is better than co-pilot by not by a little, by a lot.
Peak+18.2%
BX/short/iltb
Yale and other endowments selling PE secondaries could trigger a private-market pricing fallout.
Yale has announced that they're in the market looking to sell $6 billion of private equity. The fact that Yale is the one doing it is super important
Peak+28.8%
BABA/long/iltb
China going fully open-source on AI models creates a powerful self-training flywheel the US won't match.
when Deepseek hit and took off... Alibaba made Qwen open source. Xiaomi has a model out now... And Robin Li at Baidu had kept his model proprietary and he said in June it's going to be open source.