# Bill Gurley

Type: Person

Source: Startup Intelligence Brief — https://getstartupbrief.com/entity/bill-gurley
Canonical HTML page: https://getstartupbrief.com/entity/bill-gurley

## Recent coverage (1 stories)

### SaaS Rebound: Why Bill Gurley and Scott Galloway See an AI Infrastructure Bubble
2026-03-22 00:18:29 · Sentiment: Neutral · Impact: 6/10 · Sources: 3

Benchmark's Bill Gurley and NYU's Scott Galloway are sounding the alarm on an AI infrastructure bubble, urging a rotation into undervalued SaaS leaders. As hardware valuations skyrocket, 'system of record' companies like ServiceNow and Salesforce are positioned to capture the next wave of value through agentic AI orchestration.
Full story: https://getstartupbrief.com/story/saas-rebound-gurley-galloway-ai-bubble-warning

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