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

BG2Pod with Brad Gerstner and Bill Gurley

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Rethinking Executive Compensation at Netflix

This chapter explores Netflix's innovative compensation structure, allowing employees to choose between options or cash instead of traditional RSUs. It critiques the challenges of executive pay alignment with shareholder interests, comparing figures like Elon Musk with industry peers. Additionally, the discussion highlights the evolving practices in Silicon Valley, emphasizing the need for cash-based metrics to reflect true performance and incentivize executives effectively.

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