DiscoverBG2Pod with Brad Gerstner and Bill GurleyEp5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

Update: 2024-03-21
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Description

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2.




Timestamps:


(0:00 ) Intro 


(2:07 ) Bob Mylod | Stock-Based Compensation


(58:03 ) Apple's Potential Partnership with Google on AI


(1:04:00 ) Tiktok The Future of TikTok in the US


(01:12:34 ) Microsoft's Acquisition of Inflection


(01:18:06 ) The Durability of LLM Business Models




Available on Apple, Spotify, www.bg2pod.com




Follow:


Brad Gerstner @altcap https://twitter.com/altcap 


Bill Gurley @bgurley https://twitter.com/bgurley 
BG2 Pod @bg2pod https://twitter.com/BG2Pod




Shownotes:


Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauw


Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn


Tom Hearden Tweet: https://bit.ly/4cqCoxQApoorv


Agarwal Tweet: https://bit.ly/3VumL2G

Comments (1)

Maciej Czech

Inhales and nose sounds, please don't use so oversensitive microphones

Apr 26th
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Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

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