
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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Realigning Stock Participation and Employee Location
Aligning stock participation based on performance is crucial, as seen when comparing companies with different stock multiples and varying expenses like SBC. CEOs are reconsidering the practice of giving stock to all employees, with successful CEOs like Gary Steele reducing stock participation significantly. Another trend is moving employees out of Silicon Valley for scaling companies, as it is deemed a better location for starting rather than expanding businesses.
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