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 [ Ссылка ]
Bill Gurley @bgurley [ Ссылка ]
BG2 Pod @bg2pod [ Ссылка ]
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) [ Ссылка ]
Michael Mauboussin - Stock-Based Compensation Paper: [ Ссылка ]
Tom Hearden Tweet: [ Ссылка ]
Apoorv Agarwal Tweet: [ Ссылка ]
#BillGurley #BradGerstner #Bg2Pod
