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Bill Gurley

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2026-03-27 / thought-leaders-researcherAmodei at Morgan Stanley: 'Scaling Law Has Not Hit a Wall' — Predicts Radical AI Acceleration in 2026Dario Amodei stated at the Morgan Stanley conference that the scaling law 'has not hit a wall at all' and predicted radical acceleration in AI capabilities throughout 2026. This contrasts sharply with the growing bubble narrative from Goldman Sachs, Bill Gurley, and Time magazine. Amodei's confidence is backed by the leaked Claude Mythos model reportedly representing a 'step change' in capabilities, and Anthropic's own revenue trajectory ($19B ARR, up 1,167% YoY).
2026-03-27 / thought-leaders-researcherBill Gurley (Benchmark): AI Bubble 'About to Burst' — Reset Coming as Astronomical Wealth Gains Signal InflationBenchmark general partner Bill Gurley, one of Silicon Valley's most respected investors, warned that the AI bubble is about to burst and a reset is coming. Gurley considers the astronomical gains in wealth a sign of an inflating AI bubble that is bound to pop, with companies that will 'run out of money.' This adds to a growing chorus of bubble warnings from Goldman Sachs, Time magazine, and Nobel laureate Joseph Stiglitz in the same March 2026 window.

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Benchmark
Bill Gurley warns AI bubble is about to burst.
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