Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
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
United States
Inhales and nose sounds, please don't use so oversensitive microphones