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19min chapter
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
BG2Pod with Brad Gerstner and Bill Gurley
Evolution of Stock-Based Compensation
This chapter explores the historical evolution of stock-based compensation, highlighting the shift from stock options to restricted stock units (RSUs). It discusses the impact of market trends and regulatory changes on compensation strategies, particularly during the dot-com boom and bust. The nuances of how RSUs provide immediate value to employees and the implications for shareholders are thoroughly examined.
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Discover
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