# Bill Gurley

Type: Person

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

## Recent coverage (1 stories)

### Gurley Warns of AI Infrastructure Bubble, Urges Pivot to Beaten-Down SaaS Stocks
2026-03-22 00:17:53 · 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, suggesting that the market has unfairly punished the SaaS sector. They argue that established software leaders like ServiceNow and Salesforce are now undervalued entry points for the next phase of AI: the agentic application layer.
Full story: https://getfinancebrief.com/story/ai-infrastructure-bubble-saas-pivot-gurley-galloway

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