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Gurley Sees AI Reset

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Gurley Sees AI Reset

B
Benzinga

19 Views • Mar 17, 2026

Description

Benchmark's Bill Gurley warned of an upcoming AI market "reset," urging investors to target beaten-down SaaS stocks like Salesforce and ServiceNow — both down ~25% in 2026. He also flagged high cash burn at Anthropic and OpenAI as a risk, while noting the AI wave itself remains fundamentally real.