Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod BG2Pod with Brad Gerstner and Bill Gurley

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