#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
This podcast episode highlights the significance of contrarian thinking and embracing asymmetry in investing, the role of network effects, and the challenges in adapting to changing valuation landscapes in the tech industry. It delves into the cultural and performance dynamics in the context of cancel culture and discusses the importance of learning from diverse perspectives and avoiding tribalism.