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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In with Chamath, Jason, Sacks & Friedberg
I've Been Up Here for Like Eight Hours to Day.
Investor: "I was gaslighted that the market was sort of gas lighting all of us into thinking that the public comps for these companies were much higher than they were" Jakell, i dont know how much more you wat me to do. Hever ron e, ayou been avery of people for like ten hours. I'm like, don after an hour and a half. Anyway, brad, so let's go back to the hundred times a or our multipliat people were paying last year. We're trying to play the same game as a firm building a portfolio of 400 names,. It was like in to follow in a soft bank in two thousand and
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