@bgurley Avatar @bgurley Bill Gurley

Bill Gurley posts on X about ai, if you, china, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 16.41% stocks #1178 technology brands 8.59% countries 7.03% celebrities 4.69% automotive brands 3.91% social networks 1.56% financial services 1.56% events 0.78% vc firms 0.78%

Social topic influence ai #1518, if you 7.03%, china #3042, in the 4.69%, history 3.91%, deep 3.91%, link #4851, tesla 3.13%, money 3.13%, the most 3.13%

Top accounts mentioned or mentioned by @mjmauboussin @grok @gladwell @mcuban @nyustern @bg2pod @rickrubin @feixiaohaocom @brickywhat @markyusko @mattmvinson @amplitudehq @andrewrsorkin @billackman @deebosa @nytimes @tferriss @tbpn @capitalobserver @kirentanna

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) IAC/InterActiveCorp Common Stock (IAC) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Really enlightening (and detailed) article from @zijing_wu about a special program in China where 100K teenagers are funneled each year into a special "genius" program. Stark contrast to school districts in the US cancelling "gifted" programs. How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the"
X Link 2026-01-31T16:02Z 714K followers, 201.3K engagements

"Burn rate = risk. So of course this is true. These are the highest burn rates in history of VC. Simple fact. https://x.com/i/trending/2022376629381599596 https://x.com/i/trending/2022376629381599596"
X Link 2026-02-14T17:45Z 714.1K followers, 51K engagements

"How about that . Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting. Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting"
X Link 2026-02-13T14:40Z 714.1K followers, 185.4K engagements

"@LameDuckBreaker Elon has urged the US to remove tariffs on Chinese solar and batteries. Which would hurt his business. He also open sourced Tesla patents. And opened up his charging network"
X Link 2026-02-14T17:26Z 714K followers, [----] engagements

"RT @RAZ0RFIST: Traffic accident statistics went utterly goose shit after Colorado turned their entire government into a Pot Dispensary. (A"
X Link 2026-02-15T14:46Z 714K followers, [---] engagements

"On Wed. 2/25 at NYU in NYC I have the honor of sharing the stage with the one and only Malcolm Gladwell (@Gladwell) one of my favorite thinkers. We will discuss Revenge of the Tipping Point Runnin Down a Dream and more. And I will sign books https://luma.com/w9d49y1e https://luma.com/w9d49y1e"
X Link 2026-02-15T19:31Z 714.1K followers, 20.5K engagements

"On Wed. 2/25 at @NYUStern in NYC I have the honor of sharing the stage with the one and only Malcolm Gladwell (@Gladwell) one of my favorite thinkers. We will discuss Revenge of the Tipping Point Runnin Down a Dream and more. And I will sign books https://luma.com/w9d49y1e https://luma.com/w9d49y1e"
X Link 2026-02-15T19:36Z 714.1K followers, 297.5K engagements

"Next @dallascowboys coach Jim Harbaugh Mike Leach Urban Meyer Tony Romo Jim Harbaugh Mike Leach Urban Meyer Tony Romo"
X Link 2020-01-03T06:03Z 712.2K followers, [--] engagements

"ohh -- that's big A million thank-yous from GitLab to hackers https://t.co/LAkWdbcXaa A million thank-yous from GitLab to hackers https://t.co/LAkWdbcXaa"
X Link 2020-01-14T19:42Z 712.2K followers, [--] engagements

"I think @otoppin1 would have be the @JaMorant of this years tourney had it happened. I would draft this man on his confidence alone 🔥 I would draft this man on his confidence alone 🔥"
X Link 2020-03-13T02:36Z 712.2K followers, [--] engagements

"I am living through my third reset in Silicon Valley. Reputations are built in hard times not the easy times. If you shake a hand sign your name - stand strong or your word is no good. Otherwise you are a transient that only wanted the easy take. And you should move on"
X Link 2020-03-17T03:44Z 712.7K followers, [----] engagements

"You are in for a treat @cquarles All's well that ends well. The @Instacart divorce from @WholeFoods is KILLING me. @amazon you have so much work to do. Checking out @GoodEggs now. The @Instacart divorce from @WholeFoods is KILLING me. @amazon you have so much work to do. Checking out @GoodEggs now"
X Link 2020-05-31T23:43Z 712.8K followers, [--] engagements

"Deep fin-tech lazy-web question someone told me that is some gov't privatization IPOs the gov't negotiated such that they were the beneficiary of the green-shoe spread not the UW. Does anyone have knowledge of this"
X Link 2020-08-26T00:13Z 713.6K followers, [--] engagements

"Feelin for the people of Lake Charles. https://open.spotify.com/track/6LuuWFnifadkxqKkWRn4GWsi=kqt_n53FQv63b5P7JcmYgA https://open.spotify.com/track/6LuuWFnifadkxqKkWRn4GWsi=kqt_n53FQv63b5P7JcmYgA"
X Link 2020-08-27T05:52Z 712.2K followers, [--] engagements

"Thats a really smart decision Is there anyone we can hire to help migrate from @mixpanel to @Amplitude_HQ I need a fast migration Current ETA is [--] days I need it in [--] weeks :) Is there anyone we can hire to help migrate from @mixpanel to @Amplitude_HQ I need a fast migration Current ETA is [--] days I need it in [--] weeks :)"
X Link 2020-09-01T19:53Z 713.6K followers, [--] engagements

"NYTimes raised questions about a PCR "positive." This video shows the PCR test isn't really a binary Y/N. Someone chose "40 cycles" threshold. Do we need a variable scale test Are there discernable levels of infectiousness https://www.youtube.com/watchv=nqkNmCBik14 https://www.nytimes.com/2020/08/29/health/coronavirus-testing.html https://www.youtube.com/watchv=nqkNmCBik14 https://www.nytimes.com/2020/08/29/health/coronavirus-testing.html"
X Link 2020-09-24T22:59Z 712.4K followers, [--] engagements

"👀♥♠♣♦ Here we go Round [--] of High Stakes Duel for $400000 https://t.co/BBzoVIbu4u Here we go Round [--] of High Stakes Duel for $400000 https://t.co/BBzoVIbu4u"
X Link 2020-10-21T05:27Z 712.2K followers, [--] engagements

"Van Morrison offers a soundtrack for the Great Barrington Declaration. Why not. #2020 Van Morrison has shared the newest (and final) of his three "anti lockdown protest songs" and "No More Lockdown" does away with subtlety. -- https://t.co/BNK7f9CooC https://t.co/CsqIu9tnqI Van Morrison has shared the newest (and final) of his three "anti lockdown protest songs" and "No More Lockdown" does away with subtlety. -- https://t.co/BNK7f9CooC https://t.co/CsqIu9tnqI"
X Link 2020-10-25T03:20Z 712.2K followers, [--] engagements

"California gives a huge green light to autonomous with one key caveat you have to get a new green light later. 🤣🤣🤣 You are free to move about the cabin . at some point later when we say you are free to do so. 🤣🤣🤣 California regulator will allow companies to offer commercial autonomous ride-hailing pending state approval which may take 2+ years for deployment (@kirstenkorosec / TechCrunch) https://t.co/bYJePJz7nb https://t.co/Qc5yMcDdVT California regulator will allow companies to offer commercial autonomous ride-hailing pending state approval which may take 2+ years for deployment"
X Link 2020-11-20T08:09Z 713.6K followers, [--] engagements

"Checkout Nextdoor's new Twitter handle in SF for all free items listed It's like a treasure hunt in your neighborhood. https://x.com/NextdoorFF_SF https://x.com/NextdoorFF_SF"
X Link 2021-02-17T16:48Z 712.8K followers, [--] engagements

"💯 @bgurley @Acct7642 @Uber Ill add that supply chain is very nuanced. The operations and tech for on-demand vs centralized warehousing (Amazon) vs hub and spoke to retail stores (Walmart) is very different. Helps explain why Amazon has struggled with grocery. @bgurley @Acct7642 @Uber Ill add that supply chain is very nuanced. The operations and tech for on-demand vs centralized warehousing (Amazon) vs hub and spoke to retail stores (Walmart) is very different. Helps explain why Amazon has struggled with grocery"
X Link 2021-03-28T20:21Z 713.6K followers, [--] engagements

"Whos a good expert on the global map wars and the role is OSM OpenStreetMap Charts a Controversial New Direction - Bloomberg https://www.bloomberg.com/news/articles/2021-02-19/openstreetmap-charts-a-controversial-new-direction https://www.bloomberg.com/news/articles/2021-02-19/openstreetmap-charts-a-controversial-new-direction"
X Link 2021-04-18T21:37Z 713.6K followers, [--] engagements

"Thanks @nwaisb These high profile one offs are valuable. But there are [--] decades of underpricing. And [----] worst yet Lets match supply/demand. US IPO process is embarrassing. Reading an old-time law firm book by @JamesStewartNYT and came across this bit on giving away @genentechs IPO proceeds that @bgurley would enjoy 😉 https://t.co/WD7nkewmEh Reading an old-time law firm book by @JamesStewartNYT and came across this bit on giving away @genentechs IPO proceeds that @bgurley would enjoy 😉 https://t.co/WD7nkewmEh"
X Link 2021-05-11T06:05Z 712.2K followers, [--] engagements

"Super excited to have @alyssahhenry join the @confluentinc board of directors Were excited to welcome @LarryShurtz as chief revenue officer and @alyssahhenry to our board of directors as we continue our mission of setting data in motion. Join us in welcoming them to the team https://t.co/i7Yh8bYwtq https://t.co/tHSJHAA0Re Were excited to welcome @LarryShurtz as chief revenue officer and @alyssahhenry to our board of directors as we continue our mission of setting data in motion. Join us in welcoming them to the team https://t.co/i7Yh8bYwtq https://t.co/tHSJHAA0Re"
X Link 2021-05-20T16:51Z 712.2K followers, [--] engagements

"Good choice"
X Link 2021-06-11T05:05Z 712.2K followers, [--] engagements

"Way to go @Money23Green Congratulations to the 2020-21 All-Defensive First Team 🔒 Rudy Gobert Ben Simmons Draymond Green Jrue Holiday Giannis Antetokounmpo https://t.co/NtUhdq70Bf Congratulations to the 2020-21 All-Defensive First Team 🔒 Rudy Gobert Ben Simmons Draymond Green Jrue Holiday Giannis Antetokounmpo https://t.co/NtUhdq70Bf"
X Link 2021-06-15T06:59Z 712.8K followers, [--] engagements

"This is fantastic news. Strong execution leadership and decision making from @spenserskates. Neat @Amplitude_HQ Announces Confidential Submission of Draft Registration Statement for Proposed Direct Listing https://t.co/Kj2oqj5Cn7 Neat @Amplitude_HQ Announces Confidential Submission of Draft Registration Statement for Proposed Direct Listing https://t.co/Kj2oqj5Cn7"
X Link 2021-07-14T15:27Z 713.6K followers, [--] engagements

"+1 Can't wait to see what @jlanzone does. The resurgence of @Yahoo starts today. Everything Jimmy touches gets better with time. Her we go @jlanzone Tinder CEO Jim Lanzone will be next CEO of Yahoo following Apollo acquisition @CNBC https://t.co/xVJy2FSLOg The resurgence of @Yahoo starts today. Everything Jimmy touches gets better with time. Her we go @jlanzone Tinder CEO Jim Lanzone will be next CEO of Yahoo following Apollo acquisition @CNBC https://t.co/xVJy2FSLOg"
X Link 2021-09-10T16:46Z 712.4K followers, [--] engagements

"Pay attention to new ideas/programs from @rsanghvi She is a true innovator. We're excited to announce the SPC-Agency Fund Social Impact Fellowship. If you're a technologist researcher or scientist looking to empower low income people using technology we want to hear from you https://t.co/8N75lrBnwI We're excited to announce the SPC-Agency Fund Social Impact Fellowship. If you're a technologist researcher or scientist looking to empower low income people using technology we want to hear from you https://t.co/8N75lrBnwI"
X Link 2021-09-13T22:11Z 713.6K followers, [--] engagements

"👇👇👇 Im thrilled to share the introduction of @StitchFix Freestyle -- a major milestone on our journey to become the destination for personalized shopping styling and inspiration. Im thrilled to share the introduction of @StitchFix Freestyle -- a major milestone on our journey to become the destination for personalized shopping styling and inspiration"
X Link 2021-09-15T16:56Z 713.6K followers, [--] engagements

"Looking for highly flexible high paid work across the country Know someone who is Join the 100k others on that just signed up for @Instawork. Flexibility is the #1 reason workers flock to these modern platforms. Your time. Your choice. http://www.Instawork.com In just six weeks we exceeded our goal of 100k new Pros leveraging Instawork to find shifts in their area We provide Pros the ability to achieve work flexibility higher pay and other benefits that create a great experience. https://t.co/L2LZHQpNkG https://t.co/7MfY8OeIjV http://www.Instawork.com In just six weeks we exceeded our goal of"
X Link 2021-12-15T17:59Z 712.8K followers, [--] engagements

"Here is more data on the same point. Technology is allowing the ultimate freedom and flexibility for the individuals that want to control their own life choices. Really enjoyed chatting with @Marketplace @kairyssdal about how professionals wanting more flexibility and control and companies needing to fill critical skills gaps is spurring unprecedented career and work innovation. Really enjoyed chatting with @Marketplace @kairyssdal about how professionals wanting more flexibility and control and companies needing to fill critical skills gaps is spurring unprecedented career and work innovation"
X Link 2021-12-16T18:02Z 712.8K followers, [--] engagements

"Yep. Thats the magic of getting this right"
X Link 2022-01-13T05:04Z 713.6K followers, [--] engagements

"Question: Would an all-autonomous rideshare competitor like Cruise build a fleet for peak demand or average Some other level How will that work https://www.wsj.com/articles/cruise-cfo-works-to-finalize-cost-structure-for-robotaxi-venture-11645619400mod=hp_lista_pos5 https://www.wsj.com/articles/cruise-cfo-works-to-finalize-cost-structure-for-robotaxi-venture-11645619400mod=hp_lista_pos5"
X Link 2022-02-23T15:38Z 712.2K followers, [--] engagements

"Looking forward to 10am SXSW session w/ @tgimbel. It is a unique and opportunistic time for music artists. Looking forward to sharing insights from my research and deep dive. https://schedule.sxsw.com/2022/events/PP1141450 https://schedule.sxsw.com/2022/events/PP1141450"
X Link 2022-03-16T13:01Z 713.6K followers, [--] engagements

"Go Tartans #19 Tartans Run Past DePauw 45-14 in NCAA First Round #TartanProud https://t.co/lOavDyaSUL https://t.co/gGuqRUfD34 #19 Tartans Run Past DePauw 45-14 in NCAA First Round #TartanProud https://t.co/lOavDyaSUL https://t.co/gGuqRUfD34"
X Link 2022-11-19T23:43Z 712.4K followers, [--] engagements

"Serious question for Accounting Twitter: Now that there are two of these when a company uses its balance sheet in a transaction that requires boomerang use of same dollars for their services are they able to recognize said revenue Couldnt you juice you own numbers writ large Sources: Google invested $300M in Anthropic taking a 10% stake in the generative AI startup and requiring it to spend the money on Google Cloud (Financial Times) https://t.co/IfTcWqN6kC https://t.co/Mh9KbLsZn6 Sources: Google invested $300M in Anthropic taking a 10% stake in the generative AI startup and requiring it to"
X Link 2023-02-03T16:40Z 712.6K followers, 484K engagements

"In my talk I referenced an important [----] interview w/ Daniel Moynihan in @latimes. He expresses regret that a law he signed created today's homeless problem & recommends legislators have own version of Hippocratic Oath "first do no harm." https://www.latimes.com/archives/la-xpm-1994-06-19-tm-5965-story.html [----] Miles by @bgurley from the @allinsummit now available in full on @x (0:00) [----] Miles (24:44) In conversation with @bgurley https://t.co/FhePndpqac https://www.latimes.com/archives/la-xpm-1994-06-19-tm-5965-story.html [----] Miles by @bgurley from the @allinsummit now available in full"
X Link 2023-09-19T21:00Z 712.8K followers, 1.1M engagements

"If you told me [--] years ago that a group of the smartest engineers in the land would evoke the threat "Do what I say or I will go to work at Microsoft" I would not have believed you. Amazing shift in corporate reputation (and much credit to Satya)"
X Link 2023-11-20T15:56Z 713.1K followers, 1.4M engagements

"If judge approves any payment close to the ask it will be the nail in the coffin for Delaware's status as the preferred state for incorporation. These firms will have stolen generations of value from everyone else that benefits from this ecosystem. A "time robbery" of sorts. The judge who voided Elon Musks record-setting Tesla pay package must now make another momentous decision https://t.co/qegpSZbTPp The judge who voided Elon Musks record-setting Tesla pay package must now make another momentous decision https://t.co/qegpSZbTPp"
X Link 2024-07-09T06:00Z 712.8K followers, 159.1K engagements

"The most well-funded players in the AI space (& their investors) mounted a SBF level lobbying effort to try & "pull up the ladder" i.e. keep the market for themselves. Hopefully new administration will recognize & avoid their input in new considerations. https://www.politico.com/news/2023/10/13/open-philanthropy-funding-ai-policy-00121362 https://www.politico.com/news/2023/10/13/open-philanthropy-funding-ai-policy-00121362"
X Link 2024-11-27T17:12Z 712.8K followers, 203.8K engagements

"This is clearly absurd. If a plaintiff w [--] shares that actually made money (no harm) can lead to a $345mm legal fee every company in Delaware is at risk and will be targeted. Everyone should change domicile as soon as possible. Takes derivative suits into a whole new plane. Court artists's sketch of businesses changing domicile from Delaware after learning that attorneys representing a plaintiff who owned [--] shares are entitled to a fee of $345 million. "About two-thirds of American companies are incorporated in Delaware." https://t.co/vGbqb7Pdyx https://t.co/z40MWyDO83 Court artists's sketch"
X Link 2024-12-03T04:04Z 712.8K followers, 229.7K engagements

"My favorite part of @dealbook today. Both SamA & Bezos were probed if they feared Elon abusing relationship with president elect to benefit his competitive position. BOTH of them said they didnt think thats how Elon rolls. Independently both had same POV. Despite rivalry. Super thrilled to attend @dealbook Summit hosted by @andrewrsorkin. What a special event. Remarkable assembly of amazing people. Appreciate being invited. Super thrilled to attend @dealbook Summit hosted by @andrewrsorkin. What a special event. Remarkable assembly of amazing people. Appreciate being invited"
X Link 2024-12-05T04:28Z 713.1K followers, 34.8M engagements

"Hard to find a better way to spend [--] minutes. Marc Andreessen (@pmarca) is a prominent Silicon Valley entrepreneur investor technologist and co-founder and general partner at Andreessen Horowitz. In this @UncKnowledge discussion Andreessen reflects on his journeyfrom growing up in rural Wisconsin to founding Netscape https://t.co/10fgVlqpW8 Marc Andreessen (@pmarca) is a prominent Silicon Valley entrepreneur investor technologist and co-founder and general partner at Andreessen Horowitz. In this @UncKnowledge discussion Andreessen reflects on his journeyfrom growing up in rural Wisconsin to"
X Link 2025-01-20T06:15Z 712.8K followers, 352K engagements

"Everyone freaking out about DeepSeek being a Chinese company collecting your data (including @BillAckman) dont understand OpenSource. @huggingface says its already been respun 500+ times. You can run it today on @perplexity_ai (see below). The world's most powerful reasoning model DeepSeek R1 with reasoning traces is now on Perplexity for supporting your daily deep web research Enjoy Limits will be increased during the day. Updates coming shortly. https://t.co/ZDSUKnfmyK The world's most powerful reasoning model DeepSeek R1 with reasoning traces is now on Perplexity for supporting your daily"
X Link 2025-01-28T01:51Z 712.8K followers, 471.4K engagements

"US AI companies should spend 100% of their time developing and innovating vs hanging out in DC begging for protection from competition. Its a bad look that unveils a clear lack of self confidence. We've just unveiled ERNIE [---] & X1 🚀 As a deep-thinking reasoning model with multimodal capabilities ERNIE X1 delivers performance on par with DeepSeek R1 at only half the price. Meanwhile ERNIE [---] is our latest foundation model and new-generation native multimodal model. https://t.co/cLKVHYvbzw We've just unveiled ERNIE [---] & X1 🚀 As a deep-thinking reasoning model with multimodal capabilities"
X Link 2025-03-16T03:16Z 712.8K followers, 174.9K engagements

"Must watch: @dee_bosa hits this in the center of the target. Our nation's recent curbs on NVidia H20s intended to slow China AI innovation will enhance & accelerate Chinese AI innovation. This action will create the OPPOSITE of the intent. https://www.youtube.com/watchv=7BiomULV8AU https://www.youtube.com/watchv=7BiomULV8AU"
X Link 2025-04-16T19:27Z 713.7K followers, 228K engagements

"All CEOs CFOS general counsels and board members in Delaware incorporated companies must read this research from Stanford's Joe Grundfest. Joe could be the #1 voice on corporate governance. Something is awry in Delaware and you should know the risks. https://papers.ssrn.com/sol3/papers.cfmabstract_id=5237545 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5237545"
X Link 2025-05-31T19:44Z 712.8K followers, 2.6M engagements

"Time marches forward AI-driven changes in Google Search reducing referral traffic & impacting user engagement across multiple sectors: $IAC CEO: "The portion of our traffic that comes from Google Search has declined from 52% to 28%" $GRPN CEO: "Google is significantly changing the behavior of the AI-driven changes in Google Search reducing referral traffic & impacting user engagement across multiple sectors: $IAC CEO: "The portion of our traffic that comes from Google Search has declined from 52% to 28%" $GRPN CEO: "Google is significantly changing the behavior of the"
X Link 2025-08-11T03:13Z 713.4K followers, 93.6K engagements

"I sure hope they get @theholdsteady to play their cover of Hard Luck Woman. [----] Kennedy Center Honors Nominee @KISS. https://t.co/8u0zy5xAk2 [----] Kennedy Center Honors Nominee @KISS. https://t.co/8u0zy5xAk2"
X Link 2025-08-13T23:13Z 713.6K followers, 42.9K engagements

"Hilarious thing about this article "title" is that the @nytimes infamously has a "dual class" structure where common shareholders have no say.🤣🤣🤣 "Do as I say not as I do" Of course the Texas 3% threshold is great for shareholders. Title is both inconsistent & wrong. In the weekend edition of the DealBook newsletter: New Texas laws open a Wild West for corporate governance. Plus venture capital goes to the movies. https://t.co/kjVFhr5IiK In the weekend edition of the DealBook newsletter: New Texas laws open a Wild West for corporate governance. Plus venture capital goes to the movies."
X Link 2025-08-20T18:38Z 713.7K followers, 64.2K engagements

"Heres my take. If the government is the lender of last resort they should 100% take equity and arguably 100% of the equity. Failed to do this with GM Goldman Sachs United (& other airlines). How do you know if they are lender of last resort The company takes the deal. Should the govt start taking equity in every start-up for the federal tax incentives we offer Or Tesla How about the banks What about when a state govt offers a tax incentive Should they get an equity stake in exchange Board representation This is a super slippery slope Should the govt start taking equity in every start-up for"
X Link 2025-08-25T01:16Z 712.8K followers, 1M engagements

"🤣🤣🤣 "If you're valuing stocks based on price-to- sales ratios I feel bad for you son I got [--] problems but that ain't one". "The benchmark traded at [----] times sales on Thursday a record high." https://t.co/enLNj4PVDT "If you're valuing stocks based on price-to- sales ratios I feel bad for you son I got [--] problems but that ain't one". "The benchmark traded at [----] times sales on Thursday a record high." https://t.co/enLNj4PVDT"
X Link 2025-09-01T01:50Z 713.6K followers, 69.5K engagements

"Im glad @mcuban is focusing his time and brain and money on this. Generous. Kind. Needed. Im rooting for him. I said I wanted to fix healthcare in the USA. Thats where Im spending my money. Some people think helping Americans get out of this healthcare mess we are in is important. In fact I think its the most important issue Americans face. Some dont. They want to talk about I said I wanted to fix healthcare in the USA. Thats where Im spending my money. Some people think helping Americans get out of this healthcare mess we are in is important. In fact I think its the most important issue"
X Link 2025-09-09T19:19Z 712.8K followers, 180.8K engagements

"This is a super important post from @MelMitchell1 at @sfiscience on whats real and whats not in AI proclamations. Lots of noise in the system. A response to the NY Times' Thomas Friedman's "magical thinking" on AI A response to the NY Times' Thomas Friedman's "magical thinking" on AI"
X Link 2025-09-16T02:27Z 713.7K followers, 64.1K engagements

"Always listen and learn from @tobi whenever you get a chance. One of the most independent thinkers out there. Trying something new and putting our entire ACQ2 episode with @tobi here on X. We talk: how Tobi "interviews" each new AI model why he hates consensus surviving the [----] stock run-up and pop how video games have been a parenting hack and founder-led vs. managerial co's. https://t.co/7MkBrd0lVM Trying something new and putting our entire ACQ2 episode with @tobi here on X. We talk: how Tobi "interviews" each new AI model why he hates consensus surviving the [----] stock run-up and pop how"
X Link 2025-09-19T18:24Z 713.6K followers, 104.1K engagements

"I hope everyone in Washington DC and leaders around the globe understand how bold and generous it is that Tesla open sources their patents. Its a contribution to all of society. And unprecedented. @alex_avoigt What matters is that the cycle time of the overall production process can get to [--] seconds and there is a path to cars coming off the line every [--] seconds. I posted about Tesla taking this new path based on physics first principles long ago. Btw anyone is welcome to copy @alex_avoigt What matters is that the cycle time of the overall production process can get to [--] seconds and there"
X Link 2025-09-25T14:36Z 712.8K followers, 598.6K engagements

"Sad to say this isnt new. But as they said in Den of Thieves your bunny has a good nose"
X Link 2025-09-29T05:08Z 713.7K followers, 78.4K engagements

"Itd be would be way better if they didnt"
X Link 2025-09-29T05:14Z 713.6K followers, 132.7K engagements

"If you are interested in knowing in which industries AI is most successful in understanding (& which models) you should pay close attention to the APEX. More below"
X Link 2025-10-02T18:21Z 713.7K followers, 161.7K engagements

"Everyone should read this. If you align hard with a political party you have turned off your brain and outsourced your thinking to others. Data is clear on both sides of aisle. Think for oneself. Warning: Political Ideology May Impair Your Ability to Reason If youre not careful ideology wont just shape your opinions; itll hijack your ability to reason altogether. Link below. https://t.co/SXIz0fl0Fs Warning: Political Ideology May Impair Your Ability to Reason If youre not careful ideology wont just shape your opinions; itll hijack your ability to reason altogether. Link below."
X Link 2025-10-04T04:09Z 713.6K followers, 684.4K engagements

"Hat-tip to @bariweiss and the entire team at @TheFP. Stuck to the original vision. Made a huge impact. Will make a bigger one in the future with the power of a larger platform. An announcement from @BariWeiss: The Free Press is joining Paramount. Read more: https://t.co/tFH1mA3t4F https://t.co/3PIlAh6gNc An announcement from @BariWeiss: The Free Press is joining Paramount. Read more: https://t.co/tFH1mA3t4F https://t.co/3PIlAh6gNc"
X Link 2025-10-06T13:57Z 712.8K followers, 197.8K engagements

"New pod link attached but first a life / pod update. Almost two years ago I kicked off the BG2 podcast w my good friend @altcap to talk about tech markets investing capitalism. We have covered important topics from nuclear to China from the AI boom to self driving cars from the excesses of stock comp to the industrialization of venture. It has been a heck of a run as they say. Theaudience response has been off the charts forwhich I am grateful. But I also realize that even a bi-weekly commitment to important conversations takes quite a bit of time. The truth is Brad & the team have done a"
X Link 2025-10-15T02:25Z 713.4K followers, 450.8K engagements

"At this point its 100% clear that effective policy can lower rental rates. No need to debate the approach anymore. Just wether your city and its leaders are willing to do it. Here's something fascinating happening in the apartment market right now. The cheapest oldest apartments (Class C) are getting crushed right now. But ONLY in cities that just delivered tons of new apartments. Let me show you the numbers: Denver: Class C rents down 13.9% https://t.co/jH1DNyFIx0 Here's something fascinating happening in the apartment market right now. The cheapest oldest apartments (Class C) are getting"
X Link 2025-11-10T16:46Z 712.8K followers, 330.8K engagements

"Huge honor to be recognized by @TexasExes this past weekend. https://youtu.be/PV4ceLOdF10si=Zn91hlSaNOhpgmPU https://youtu.be/PV4ceLOdF10si=Zn91hlSaNOhpgmPU"
X Link 2025-11-25T03:40Z 713.6K followers, 72.1K engagements

"💯 Simple way to simplify our broken HC system. Get the employer out of the loop. US only structure. They are a reluctant and unnecessary participant. @DutchRojas Employers should not be involved in healthcare at all Individual marketplace with portable insurance (meaning one does not lose insurance when one loses a job) @DutchRojas Employers should not be involved in healthcare at all Individual marketplace with portable insurance (meaning one does not lose insurance when one loses a job)"
X Link 2025-11-28T17:00Z 712.9K followers, 332.3K engagements

"Johns point below is one of the reasons I wrote my new book. These poor kids are pressured through a resume arms race & this high-stress college process without time to explore/dream. https://a.co/d/7w02vaB Have a child going through the selective college admissions process for the first time and the system seems designed specifically to maximize stress for student and parents alike. The process has gotten worse in recent years and will will keep getting worse until it breaks. 1/n https://a.co/d/7w02vaB Have a child going through the selective college admissions process for the first time and"
X Link 2025-12-14T17:08Z 713.7K followers, 197.4K engagements

"Henry is one of the smartest investors on the planet. He also rarely does this type of speaking - so its a special holiday treat. More free learning opportunities from @patrick_oshag 🙏 🙏 🙏 Henry Ellenbogen has one of the best track records in growth investing yet he has kept a notably low profile. He built his reputation at T. Rowe Price where he ran the New Horizons Fund and turned it into one of the best-performing small-cap growth portfolios in the country. https://t.co/odMcdDgozZ Henry Ellenbogen has one of the best track records in growth investing yet he has kept a notably low"
X Link 2025-12-16T23:00Z 712.9K followers, 281.6K engagements

"Special thanks for @tferriss for having me on. We go deep on the book & much more. Getting super excited about the launch coming 2.24.26. I just recorded the audio book last week https://a.co/d/2sDJsvM NEW podcast episode is up "Bill Gurley (@bgurley) Investing in The AI Era [--] Days in China and Important Life Lessons from Bob Dylan Jerry Seinfeld @MrBeast and More" Bill Gurley is a general partner at Benchmark a leading venture capital firm in Silicon Valley. Over https://t.co/yfRNvgysn2 https://a.co/d/2sDJsvM NEW podcast episode is up "Bill Gurley (@bgurley) Investing in The AI Era [--] Days"
X Link 2025-12-17T20:28Z 712.9K followers, 113.6K engagements

"The fabulous author @DavidEpstein wrote a whole book on this in [----]. Range. https://a.co/d/29oMlwP Science proves the value of a Liberal Education https://a.co/d/29oMlwP Science proves the value of a Liberal Education"
X Link 2025-12-21T15:59Z 713.6K followers, 178.7K engagements

"It would be hard to find a better expert on Venezuela than @ricardo_hausman. Expert on how countries emerge and grow. Native son"
X Link 2026-01-05T20:07Z 713.6K followers, 113.2K engagements

"Pre-purchase my new book & as a bonus enjoy this video conversation between myself and @mjmauboussin where we discuss putting the current AI investment cycle in historic perspective. No one smarter on financial history than Michael https://sites.prh.com/runnin-down-a-dream https://sites.prh.com/runnin-down-a-dream"
X Link 2026-01-07T19:24Z 713.6K followers, 22.1K engagements

"Good stuff. Just returned from my first trip to China mostly looking at the energy and robotics industries. Fascinating. Random observations both business and general below. 1/x Just returned from my first trip to China mostly looking at the energy and robotics industries. Fascinating. Random observations both business and general below. 1/x"
X Link 2026-01-20T12:56Z 713.6K followers, 117.6K engagements

"A bit of a deep dive on this relationship in my book. https://a.co/d/iOdDycy Bob Knight and Mike Krzyzewski https://t.co/WfvGEThyxU https://a.co/d/iOdDycy Bob Knight and Mike Krzyzewski https://t.co/WfvGEThyxU"
X Link 2026-01-24T04:03Z 712.8K followers, 69.5K engagements

"RT @tbpn: Box CEO @levie's defense of software over vibe-coded n-of-1 internal tools: "If you're Ford and you're doing your supply chain"
X Link 2026-02-04T04:35Z 713.3K followers, [--] engagements

"@CapitalObserver Wow"
X Link 2026-02-04T22:46Z 711.6K followers, 49.7K engagements

"RT @dkhos: Very excited about our partnership w/@WeRide_ai - the scaling starts"
X Link 2026-02-06T14:35Z 712.6K followers, [--] engagements

"RT @MichaelDell: The game has officially changed. 🚀 With @InvestAmerica24 Trump Accounts you dont just "donate"you invest directly in"
X Link 2026-02-06T17:10Z 712K followers, [---] engagements

"@kirentanna @rohanpaul_ai 💯 thats it"
X Link 2026-02-07T05:44Z 711.6K followers, [----] engagements

"RT @GuyAdami: Just finished this book by @bgurley . An absolute legend & the book does not disappoint. He cites real life success and hum"
X Link 2026-02-09T22:55Z 712.6K followers, [--] engagements

"@j_araujoneill They should have fixed that. Check now"
X Link 2026-02-09T23:17Z 711.9K followers, [---] engagements

"RT @AlexBerenson: Tell Your Children: the @nytimes just admitted it was wrong to call for the full legalization of cannabis and called for"
X Link 2026-02-10T14:22Z 713.3K followers, [---] engagements

"RT @RickRubin: NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you block things off. One"
X Link 2026-02-11T19:46Z 713.4K followers, [--] engagements

"RT @RickRubin: https://open.spotify.com/episode/0JngRfN8UnFunkzrGUj9ASsi=gl0Ig7-rQ3CnXCSD9eICGA&t=149 https://open.spotify.com/episode/0JngRfN8UnFunkzrGUj9ASsi=gl0Ig7-rQ3CnXCSD9eICGA&t=149"
X Link 2026-02-11T19:46Z 713.3K followers, [--] engagements

"RT @naval: All the American AI companies talk about sharing the wealth but all the top open source models are Chinese"
X Link 2026-02-12T14:19Z 713.3K followers, [----] engagements

"RT @Randy_Gage: "What you build can change the world." Halfway through a review copy of the new book from @bgurley and loving it. Pre-o"
X Link 2026-02-12T17:13Z 713.4K followers, [--] engagements

"My $0.02. A mega-VC with $5-10B annual funds is really searching for only one thing: a company they can pile over $1b into with a potential for 5-10X on the $1b. With this seed fund is inconsequential money used to increase the odds of main objective. You are collateral damage. Seed math is broken Median post-money at seed last year: $14.8M (Carta) Seed-to-A conversion rate: 13% (Carta) That implies a risk-adjusted A valuation of $114M But the median post-money at A Just $56M (Its actually worse once you factor in option pool refresh and post-seed Seed math is broken Median post-money at seed"
X Link 2025-06-09T18:22Z 713.9K followers, 404.6K engagements

"With $FIG we have another massive "POP" highlighting the gross inefficiency in the modern IPO process. It's very simple. They REFUSE to match supply/demand (that happened today). They brag about the mis-match - "30X oversubscribed." The outcome is expected & fully intentional"
X Link 2025-07-31T18:06Z 713.7K followers, 741.6K engagements

"For every buyer theres a seller and one must ask: why would the other fellow be willing to part with a position that you think is attractive If you cant answer that question you probably shouldnt be buying. Howard Marks Oaktree Capital Source: OpenAI is increasing the size of its secondary share sale to $10.3B up from $6B; the transaction is at a $500B valuation in line with expectations (CNBC) https://t.co/tttQv809W9 https://t.co/fUPA99gsUI 📫 Subscribe: https://t.co/OyWeKSQRTe Source: OpenAI is increasing the size of its secondary share sale to $10.3B up from $6B; the transaction is at a"
X Link 2025-09-04T00:52Z 713.8K followers, 439.9K engagements

"Ill say it again - boards that dont move could be sued in Delaware for staying - and exposing shareholders to uncapped securities claims. 🚨JUST IN: Coinbase Global Inc (NASDAQ: COIN) with a $82B Market Cap has decided to officially LEAVE DELAWARE for Texas. One of the biggest companies in crypto history just turned its back on the old system. The DEXIT movement is in full swing. https://t.co/CXwo1KXmXb 🚨JUST IN: Coinbase Global Inc (NASDAQ: COIN) with a $82B Market Cap has decided to officially LEAVE DELAWARE for Texas. One of the biggest companies in crypto history just turned its back on"
X Link 2025-11-12T15:28Z 713.9K followers, 13.8M engagements

"The future of offensive security isn't AI vs humans. It's what becomes possible when they work together. AI agents do testing at scale. Human experts bring creativity and context. Thats the direction @Hacker0x01 is taking. https://www.hackerone.com/blog/agentic-penetration-testing-as-a-service https://www.hackerone.com/blog/agentic-penetration-testing-as-a-service"
X Link 2026-01-27T01:18Z 713.8K followers, 32.3K engagements

"https://t.co/CAFH8adVcg https://t.co/CAFH8adVcg"
X Link 2026-01-28T04:36Z 713.8K followers, 33.9K engagements

"No one is going deeper on AI and all the vectors of competition than @dee_bosa. Must watch"
X Link 2026-01-28T17:48Z 713.8K followers, 29.6K engagements

"New video for those that have pre-purchased my new book Runnin' Down a Dream. Fortunate to be joined by the top modern voices on China @danwwang & @PatrickMcGee_ (top books in 2025). We discuss their careers then go deep on all things China. Unlock here: https://sites.prh.com/runnin-down-a-dream https://sites.prh.com/runnin-down-a-dream"
X Link 2026-01-28T21:58Z 713.8K followers, 19.2K engagements

"Why would anyone have any expectation of a revenue multiple Makes no sense. If you're a VC holding a lot of Unicorn SaaS go ahead and chop your values by 50%. [----] ARR multiples below. AMPL 2.6X BRZE 3X KVYO 4.8X RBRK 8X NOW 8X MNDY 3.7X GTLB 4.3X WDAY 4.6X ESTC 3.6X TEAM 5X FIG 10X DDOG 9X HUBS 5X. Are your companies better than the above If you're a VC holding a lot of Unicorn SaaS go ahead and chop your values by 50%. [----] ARR multiples below. AMPL 2.6X BRZE 3X KVYO 4.8X RBRK 8X NOW 8X MNDY 3.7X GTLB 4.3X WDAY 4.6X ESTC 3.6X TEAM 5X FIG 10X DDOG 9X HUBS 5X. Are your companies better than"
X Link 2026-01-30T04:41Z 713.8K followers, 196.3K engagements

"@feixiaohaocom @brickywhat Sorry. I was kidding. Fake news"
X Link 2026-02-13T14:59Z 713.9K followers, 10.7K engagements

"@brickywhat @tbpn"
X Link 2026-02-12T18:38Z 713.9K followers, 192.3K engagements

"Love what you do . https://a.co/d/02cgZmgv I woke up like this Happy Friday. 🤘🏼🧡 https://t.co/jhkR9syeLl https://a.co/d/02cgZmgv I woke up like this Happy Friday. 🤘🏼🧡 https://t.co/jhkR9syeLl"
X Link 2026-02-06T17:14Z 714K followers, 22.3K engagements

"@shazeem_K @NYUStern @Gladwell @mjmauboussin @Columbia_Biz Thats like a [--] minute commute"
X Link 2026-02-15T21:34Z 714.1K followers, [----] engagements

"@andrewrsorkin For those that can't make it here is the link to the book. https://a.co/d/0ipvliwP https://a.co/d/0ipvliwP"
X Link 2026-02-16T01:45Z 714.1K followers, [----] engagements

"RT @aakashgupta: The part most people will skip: NVIDIA just made every voice AI API a commodity. OpenAI charges $0.06/min input and $0.24"
X Link 2026-02-16T16:41Z 714K followers, [---] engagements

"I have written my first book A passion project of almost [--] years Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤ it. Pre-order: https://a.co/d/5APYleb https://a.co/d/5APYleb"
X Link 2025-10-15T02:30Z 714.1K followers, 1.2M engagements

"I really enjoyed @danwwang year end letter - and highly recommend a read. Here is my favorite paragraph: https://danwang.co/2025-letter/ https://danwang.co/2025-letter/"
X Link 2026-01-02T15:33Z 714K followers, 306.6K engagements

"I sat down with @mjmauboussin to connect his unconventional career to Runnin Down a Dreamthen used history not hype to frame the current AI investment world. Pre-order the book to unlock the full video here: #runnindownadream https://sites.prh.com/runnin-down-a-dream https://sites.prh.com/runnin-down-a-dream"
X Link 2026-01-06T23:49Z 714K followers, 293.7K engagements

"This is quite well written; important reflection on the current environment. I would add one more thing. Most of these rounds are preemptive. The investor suggested it - it wasnt the companys initiative. A finance form of the observer effect. https://grokipedia.com/page/Observer_effect_(physics) https://grokipedia.com/page/Observer_effect_(physics)"
X Link 2026-01-26T15:03Z 714.1K followers, 159.3K engagements

"100% The number one way to protect your career from AI is to be the most aggressive user of AI in your field. RUN AT IT. Humans evolve with their tools. Keep evolving. Demand for AI fluency surged by 7X "faster than for any other skill." Exponential change is here. As @bgurley said in June [----] "run at it". Humans + Machines not Humans vs Machines. s / o @McKinsey https://t.co/ce26TEwmv2 Demand for AI fluency surged by 7X "faster than for any other skill." Exponential change is here. As @bgurley said in June [----] "run at it". Humans + Machines not Humans vs Machines. s / o @McKinsey"
X Link 2026-01-29T14:36Z 714.1K followers, 385.3K engagements

"Heres what I find more frightening than all these Epstein emails. Way less than 50% of Americans believe he committed suicide. And neither the media or the govt have done anything to explain why that is true - or discover what really happened. Unlock that and you find the goods"
X Link 2026-02-01T02:01Z 714K followers, 241.6K engagements

"A quick book update. Many @BG2Pod listeners made it clear they wanted "me" to read the audiobook. I can confirm that I am the narrator (you may need to go 1.3X however) Pre-order the audio here: Just got my first hard-covers also. 2.24.26 launch. https://a.co/d/0cg1QLBW https://a.co/d/0cg1QLBW"
X Link 2026-02-04T22:23Z 714K followers, 42.2K engagements

"Here we go. It's happening. 🤠"
X Link 2026-02-07T00:29Z 714K followers, 59.9K engagements

"@rohanpaul_ai Most companies that are supply constrained raise price. This would balance everything. Yet that isnt happening. Why"
X Link 2026-02-07T03:26Z 714K followers, 127.2K engagements

"🙏🙏🙏 Just read the introduction to @bgurley's new book and it flies propulsive compelling a genuine pleasure to read. As a dad of two daughters in their early 20s Im already thinking about sharing this with them. Its rare to find a book that feels this exciting and hopeful to https://t.co/q7mdi2AtrW Just read the introduction to @bgurley's new book and it flies propulsive compelling a genuine pleasure to read. As a dad of two daughters in their early 20s Im already thinking about sharing this with them. Its rare to find a book that feels this exciting and hopeful to https://t.co/q7mdi2AtrW"
X Link 2026-02-08T15:32Z 714K followers, 32.4K engagements

"Bring CT scans to your Silicon Valley business Sooner is better. Leading into Super Bowl LX we were proud to donate our mobile CT trailer and support heart health screenings for NFL alumni and their loved onesbringing coronary artery calcium (CAC) CT scans right to the legends who've given so much to the game. Early detection saves lives. ❤ https://t.co/drig7LUfrp Leading into Super Bowl LX we were proud to donate our mobile CT trailer and support heart health screenings for NFL alumni and their loved onesbringing coronary artery calcium (CAC) CT scans right to the legends who've given so"
X Link 2026-02-08T22:02Z 714.1K followers, 39.5K engagements

"Don't miss. @mjmauboussin puts AI in historic perspective. We have a new report out today "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review literature on success rates for big projects We have a new report out today "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review literature on success rates"
X Link 2026-02-10T22:57Z 714.1K followers, 119.9K engagements

"One of the truly amazing perks of writing this book was having the opportunity to chat for hours with @RickRubin in his studio. Life experience - hope you enjoy our conversation https://a.co/d/0hlqwNBU NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you block things off. One of the principles in my book Runnin Down a Dream is this idea of embracing peers. People talk about mentors how many peers can you possibly find people https://a.co/d/0hlqwNBU NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you"
X Link 2026-02-11T18:48Z 714K followers, 53.8K engagements

"Dennis - if you believe its all a PSYOP then they also got Elon. Listen here at 1:37. Please explain how on the smartest on the planet with huge operations in China was fooled Or maybe you are the one lacking information. https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332i=1000748405705 I really love folks who go to Beijing stay in five-star hotels for a few nights get wined and dined get shown the same Xiaomi factory and the robotics center that everyone sees and declare that China is "winning." Gotta hand it to the Chinese Potemkin village propaganda"
X Link 2026-02-14T16:55Z 714.1K followers, 148.8K engagements

"@allvibesnoskill Isnt that the point"
X Link 2026-02-14T19:16Z 714K followers, [----] engagements

"@joecarlsonshow Multiple compression is a bitch. - famous investor saying"
X Link 2026-02-14T19:48Z 714.1K followers, 79.4K engagements

"Wow. Way to go @marymeeker"
X Link 2026-02-14T20:49Z 714.1K followers, 22.8K engagements

"@bijan Thank you @bijan I really look forward to your feedback. My singular goal is to help as many people as possible "unlock" their latent potential. Here is a link for your followers: https://a.co/d/0iPL5OpJ https://a.co/d/0iPL5OpJ"
X Link 2026-02-15T15:25Z 714.1K followers, [----] engagements

"@HaydenWinks Thank you Hayden. I am hopeful this book can help as many people as possible unlock their own latent potential. Here is a link for your followers: https://a.co/d/0c8GdH8O https://a.co/d/0c8GdH8O"
X Link 2026-02-15T16:14Z 714.1K followers, [----] engagements

"@brookeleblanc @NYUStern @Gladwell https://www.commonwealthclub.org/events/2026-02-26/bill-gurley-thriving-career-you-actually-love https://www.commonwealthclub.org/events/2026-02-26/bill-gurley-thriving-career-you-actually-love"
X Link 2026-02-15T19:49Z 714K followers, [----] engagements

"Quick update on the NYU event: Ive heard from a few people who arent NYU affiliated and had trouble with the sign up. If you arent an NYU student you can still go. Just select Other no NYU affiliation and write NA where it asks for your NYU ID"
X Link 2026-02-15T23:10Z 714.1K followers, 11.9K engagements

"People really dont understand what a competitive strategic weapon open source has become and how it works. Alfred Marshall would be proud. Always good to reread the cathedral and bazaar. https://users.ece.utexas.edu/perry/education/382v-s08/papers/raymond.pdf The part most people will skip: NVIDIA just made every voice AI API a commodity. OpenAI charges $0.06/min input and $0.24/min output for Realtime API. Gemini Live bills [--] tokens/second of audio. Every startup building voice agents is hemorrhaging cash on per-minute API fees to"
X Link 2026-02-16T16:45Z 714.1K followers, 122.4K engagements

"In the long run marginal price wants to trend to marginal cost. In software that is $0"
X Link 2026-02-16T17:50Z 714.1K followers, 11K engagements

"Some shocked that Walmart and Costco have higher multiples than software companies. When so much value is in terminal value the haunting question is will this company be around in [--] years Easy question for Walmart. For more see @mjmauboussin on CAP"
X Link 2026-02-16T20:24Z 714.1K followers, 56.3K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing