Show notes
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2.Timestamps:(0:00) Intro (2:07) Bob Mylod | Stock-Based Compensation(58:03) Apple's Potential Partnership with Google on AI(1:04:00) Tiktok The Future of TikTok in the US(01:12:34) Microsoft's Acquisition of Inflection(01:18:06) The Durability of LLM Business ModelsAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes: Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauwMichael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKnTom Hearden Tweet: https://bit.ly/4cqCoxQApoorv Agarwal Tweet: https://bit.ly/3VumL2G