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

Page: https://stenobird.com/podcast/high-performance-business-7257183/silicon-valley-to-china-bill-gurley-s-2026-investment-playbook
Text version: https://stenobird.com/podcast/high-performance-business-7257183/silicon-valley-to-china-bill-gurley-s-2026-investment-playbook.md
Podcast: [High Performance Business](https://stenobird.com/podcast/high-performance-business-7257183)
Published: 2026-05-05T01:00:00+00:00
Episode link: https://shows.acast.com/the-room-where-it-happened/episodes/silicon-valley-to-china-bill-gurleys-2026-investment-playboo
Audio file: https://sphinx.acast.com/p/open/s/67b8a49ac0f169362a5f3f65/e/69f4af448466468ab04781c9/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/high-performance-business-7257183/episodes/silicon-valley-to-china-bill-gurley-s-2026-investment-playbook
Duration seconds: 2574

## Resource

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 EXCLUSIVE NordVPN Deal 👉 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  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 Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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