Valuation Insights
Brad and Bill discuss the valuation impact of Reality Labs on Meta, highlighting the importance of considering future cash flow. Aaron raises the challenge of determining profit potential in the absence of evidence, while Brad sees value in Mark's investments in AI and augmented reality.In this clip
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BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02
Related Questions
What is Bill Gurley's investment thesis in the episode Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner and the clip Market Dynamics?
How does Bill Gurley's investment thesis compare to other VCs in the episode Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner and the clip Market Dynamics?