The Guesties
BG
Bill Gurley
Guest on the All-In podcast · commentary only
Commentary — not scored
Bill Gurley weighed in on the companies below but never made an explicit position call, so there’s nothing to score — these takes are recorded as commentary.
In their words
Anthropic→Commentary
“I think they're midwifing a deity here. And I don't know which one I'm more afraid of, the regulatory capture or this second theory I call the Dr. Frankenstein theory.”
E275· May 29, 2026