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

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 (youtube.com/watch?v=YPt6Cs1hd2k&t=0s)) Intro

(2:07 (youtube.com/watch?v=YPt6Cs1hd2k&t=127s)) Bob Mylod | Stock-Based Compensation

(58:03 (youtube.com/watch?v=YPt6Cs1hd2k&t=3483s)) Apple's Potential Partnership with Google on AI

(1:04:00 (youtube.com/watch?v=YPt6Cs1hd2k&t=3840)) Tiktok The Future of TikTok in the US

(01:12:34 (youtube.com/watch?v=YPt6Cs1hd2k&t=3627s)) Microsoft's Acquisition of Inflection

(01:18:06 (youtube.com/watch?v=YPt6Cs1hd2k&t=4686s)) The Durability of LLM Business Models

Available on Apple, Spotify, bg2pod.com

Follow:

Brad Gerstner @altcap twitter.com/altcap

Bill Gurley @bgurley twitter.com/bgurley
BG2 Pod @bg2pod 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) bit.ly/3ISIauw

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

Tom Hearden Tweet: bit.ly/4cqCoxQApoorv

Agarwal Tweet: bit.ly/3VumL2G