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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
Understanding Percentage Points of Dilution and Stock Based Compensation
Percentage points of dilution are not taxable and are not reflected in a W2. When it comes to expenses in a tech company, stock based compensation is often the most significant component. However, some companies fail to acknowledge stock based compensation as an expense, leading to continuous and excessive stock based compensation over the past decade.
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