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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The Hidden Costs of Stock-Based Compensation
This chapter explores the often-overlooked impact of stock-based compensation on technology companies and their financial health. It discusses the consequences of neglecting this significant expense, including the creation of a culture of excess spending and misallocation of resources. The chapter advocates for transparency and proper accounting practices to ensure that shareholder interests are safeguarded while attracting and retaining talent.
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