Bill Gurley, Discover and Read the Best of Twitter Threads by @bgurley

Bill Gurley

bgurley

Been meaning to make this recommendation for some time, & as with "Range," I am several months late. I really, really loved "How Innovation Works" from @mattwridley It is a

Some encouragement to comment on $SNOW IPO. While it would be easy to do normal post wrt mispricing, it is important to understand what is different here from other IPOs.

Are those that are evaluating AB5 aware of all the carve outs? Is this an attack on ride-sharing & food delivery specifically? The list is so long it's comical. Tweet

A lesson I have learned many times in my 20 years as a marketplace investor is that aggregating demand is the one & only key. Aggregating supply is not the

Thinking about emerging from SIP, I have two predictions about travel market. 1) Airbnb will rebound much quicker than traditional lodging, & 2) Camping will explode as an alternative to

Recently, I have been super impressed two elements of Zoom (@zoom_us). First, the scalability has been amazing. From 10mm to 200mm users, with increasing usage per user. Wow. Second, the