32min 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

Evolution of Stock-Based Compensation in Silicon Valley

Exploring the history and transition from stock options to RSUs in Silicon Valley, including the impact of accounting changes like Sarbanes Oxley and FAS 123. The chapter delves into the alignment of interests between managers and shareholders, the shift towards zero-based RSUs, and the challenges of accurately valuing stock compensation in tech companies.

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