The Room Where It Happened

Silicon Valley to China | Bill Gurley's 2026 Investment Playbook

42 min · 5 de may de 2026
Portada del episodio Silicon Valley to China | Bill Gurley's 2026 Investment Playbook

Descripción

Venture capital legend Bill Gurley joins Jake to challenge the "AI doomerism" narrative and expose the high-stakes power play defining our future. He argues that AI anxiety is a low-agency response to an unstoppable shift, warning that the real risk isn’t the technology itself, it’s the choice to ignore it. Bill pulls back the curtain on the "safety" movement, questioning why the leading AI giants are suddenly the loudest voices calling for regulation. He explores whether this fear-mongering is a calculated move to invite state intervention, potentially allowing a handful of companies to write the rules and lock in a permanent monopoly. Bill also reframes the US-China AI race as an "infinite game," questioning if America’s proprietary approach is actually prepared for the scale of China’s open-source strategy. 'Bill Gurley's new book Runnin' Down A Dream is available to purchase here: https://amzn.eu/d/0cCYDQH0 IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/ifs-au [https://highpfrmc.com/ifs-au] EXCLUSIVE NordVPN Deal 👉 https://nordvpn.com/rwih [https://nordvpn.com/rwih] Try it risk-free now with a 30-day money-back guarantee XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-au  [https://highpfrmc.com/xtb-rwih-au ] Eight Sleep 👉 Upgrade your sleep and wake up with more energy - get up to £350 off the Pod 5 with code RWIH: https://highpfrmc.com/eightsleep-au [https://highpfrmc.com/eightsleep-au] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de The Room Where It Happened!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras.

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

76 episodios

episode SpaceX IPO, Broadcom Crash & Anthropic Vs. OpenAI: The AI Bubble Explained | Andrew Ross Sorkin artwork

SpaceX IPO, Broadcom Crash & Anthropic Vs. OpenAI: The AI Bubble Explained | Andrew Ross Sorkin

Journalist and founder of DealBook Andrew Ross Sorkin cuts through the hype to expose the high-stakes reality of the AI boom and how a single technology is currently holding up the entire US economy. Drawing parallels to 1929, the dot-com era, and 2008, he unpacks a dangerous paradox: for AI's massive valuations to make sense, it must replace human labour, but if everyone loses their jobs, who's left to buy the products? Andrew also makes a compelling case that history's greatest leaps in progress, from railways to Tesla and SpaceX, were born out of destructive, speculative frenzies. He shares what separates elite entrepreneurs: a healthy insecurity that drives relentless execution, paired with a lifelong curiosity that success usually kills. Andrew Ross Sorkin's book: '1929: The Inside Story of The Greatest Crash in Wall Street' is available in paperback now: https://amzn.eu/d/05LJS2F0 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2VqUW12RjZRMjVKYUMzRS13SnlmMTJ5bU5MZ3xBQ3Jtc0trS1ZJTWlTVFNuSTA4eHJ4Y0pQQU8xRWZTanZ5Ml9TNmtLaHNOQUdKRjFVcFJ1QnB0andIcDU5ckJZZ0x0bDk5NXNWWnV4X0JrX0JVUGVqZnFNMm5WbnExSVBWbmVDWDRiZHZfMWtvYjJMZGhaNDFCTQ&q=https%3A%2F%2Famzn.eu%2Fd%2F05LJS2F0&v=7l8DRTn-Ba8] IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/rwih-ifs-yt [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm1Qd1J1QmRmTHpocTNNYjNCTVAxRndaYkhwd3xBQ3Jtc0tsdC03dndabkVWS1BwXzBFMTJleFR6YVhBMW1VdWl0WVFpV3V4SDZEcVVJbmJmYkc1bXo4SE9ScHBwVUN1SDQtMmJXY3FQMWVsMGFjT0Z5TFlOeUZTSkp0Ukw4ZXFIblhRSE5LNi1kLTJHN1BUT0h5OA&q=https%3A%2F%2Fhighpfrmc.com%2Frwih-ifs-yt&v=7l8DRTn-Ba8] XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-yt [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazVoQjJuVjhBNGpzTF9hWk43OFdrcmRyMXdkZ3xBQ3Jtc0trN05Rcm5IaDNUSGN5VGtWa3BxOFNSajVrYkRrb3k1dVJoWnhEbF9SVHJPTmxFT1hPcXlQOGlnVHA4WHIybzJnNVJReWNKSWFmYkRSQ291NG5VUTd1M2IzZjgxTjVhSWpGUGFzZjBNZ3NPVy1CeEhHTQ&q=https%3A%2F%2Fhighpfrmc.com%2Fxtb-rwih-yt&v=7l8DRTn-Ba8] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Ayer44 min
episode How to Win & Host a World Cup Bid | Ex-Fifa Executive artwork

How to Win & Host a World Cup Bid | Ex-Fifa Executive

CEO of CSME James Johnson takes us behind the scenes of hosting the most successful Women's World Cup in history, revealing why major events need strategic purpose, not just political visibility. He shows how real legacy isn't a buzzword, it's a measurable strategy that must begin years before the first whistle. From the Matildas' historic run becoming the most-watched television event in Australian history, to unlocking government funding by aligning sport with public health policy, James makes the case that the deepest legacy of any major event is a permanent cultural shift, one felt far beyond the final whistle. This is the blueprint for how sport can change a nation, not just entertain one. IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/ifs-au  [https://highpfrmc.com/ifs-au ] XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-au  [https://highpfrmc.com/xtb-rwih-au ] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

9 de jun de 202636 min
episode The F1 Champion Who Conquered Silicon Valley | Nico Rosberg artwork

The F1 Champion Who Conquered Silicon Valley | Nico Rosberg

Former F1 driver Nico Rosberg traded the adrenaline of the racetrack for the high-stakes world of venture capital, leveraging his unique F1 access to build a powerhouse fund managing over €200M.  In this episode, Nico breaks down the brutal reality of reinventing his identity after reaching the absolute peak of elite sport, and how a lifetime of racing failures completely inoculated him against the fear of failing in business. This conversation also exposes what most athletes and entrepreneurs get wrong about building a network and how Nico uses his network strategically to connect tech founders, investors, and legacy corporations. He shares why you must ruthlessly add value before asking for anything, and why success requires setting clear finish lines to avoid an endless, unhappy pursuit. More on Rosberg Ventures here: https://rosberg.ventures/ IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/ifs-au  [https://highpfrmc.com/ifs-au ] XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-au [https://highpfrmc.com/xtb-rwih-au] EXCLUSIVE NordVPN Deal 👉 https://nordvpn.com/rwih [https://nordvpn.com/rwih] Try it risk-free now with a 30-day money-back guarantee ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

1 de jun de 202637 min
episode How Private Equity Bankrupts Your Favourite Companies | Eric Ries artwork

How Private Equity Bankrupts Your Favourite Companies | Eric Ries

Why do good companies go bad? Eric Ries reveals forces corrupting companies right as they are at their most successful - from Blockbusters activist shareholders inadvertently setting the company on a path to bankruptcy, to the British health company forced to sell to a cigarette giant. Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great by Eric Ries is publishing on 28th May (Penguin Life, £17.99) Eric also reveals how companies can avoid the corruption, and the surprising examples of when things are done right. IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/ifs-au  [ https://highpfrmc.com/ifs-au ] XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-au [https://highpfrmc.com/xtb-rwih-au] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

26 de may de 202647 min
episode The £50,000 Lawyer Problem AI Solved In Half A Day | Daniel Priestley artwork

The £50,000 Lawyer Problem AI Solved In Half A Day | Daniel Priestley

Award winning author and entrepreneur Daniel Priestley joins us to reveal how AI has become the ultimate power shift, turning global knowledge into a universal commodity. He introduces the "AI Cake", a strategic internal nervous system every business must build, to explain why traditional information gatekeepers are becoming obsolete. We go behind the scenes of a £170k legal dispute where Daniel bypassed six-figure fees by using Claude to identify critical oversights missed by human counsel. This serves as a case study in using AI to disrupt established professional services and solve complex problems in hours rather than months. Despite the technology’s power, Daniel argues that AI is purely "rocket fuel" that lacks conviction. Since AI has no "gut feel" or skin in the game, human purpose remains the only factor that provides direction. Without vision, the most advanced models simply spin their wheels. This episode explores the shifting economic pendulum as land and labor give way to the era of "Enterprise.” IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/ifs-au [https://highpfrmc.com/ifs-au] Eight Sleep 👉 Upgrade your sleep and wake up with more energy - get up to £350 off the Pod 5 with code RWIH: https://highpfrmc.com/eightsleep-au  [https://highpfrmc.com/eightsleep-au ] XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-au [https://highpfrmc.com/xtb-rwih-au] EXCLUSIVE NordVPN Deal 👉 https://nordvpn.com/rwih [https://nordvpn.com/rwih] Try it risk-free now with a 30-day money-back guarantee ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

19 de may de 202647 min