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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
Re-pricing, backdating, and dilution concerns in stock options
Concerns arose regarding re-pricing and backdating of stock options, leading to stock collapse. Investors argued that options posed too much risk, leading to a call for a different instrument. A large investor in an internet company raised concerns about dilution from options, suggesting a shift to zero-based RSUs from options. It was highlighted that one RSU could potentially be equivalent to two and a half or three options based on Black-Scholes valuation model.
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