E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

How VCs will handle capital commitments from LPs, underwriting startups in the new reality

Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

Brad predicts the market for next year, Bill gives post-Benchmark plans

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Intro Music Credit:

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