3min chapter

BG2Pod with Brad Gerstner and Bill Gurley  cover image

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

BG2Pod with Brad Gerstner and Bill Gurley

CHAPTER

Intro

This chapter discusses the intricacies of stock-based compensation in Silicon Valley, addressing its importance and critiques from figures like Warren Buffett. It also covers technological advancements from the NVIDIA GTC conference, the evolving capabilities of computers, and rumors surrounding Google and Apple amidst TikTok's challenges.

00:00

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