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| Name | Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod |
| Video Uploader | Video From Bg2 Pod |
| Upload Date | This Video Uploaded At 21-03-2024 21:58:26 |
| Video Discription | 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 Models Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod Shownotes: 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/3ISIauw Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn Tom Hearden Tweet: https://bit.ly/4cqCoxQ Apoorv Agarwal Tweet: https://bit.ly/3VumL2G #BillGurley #BradGerstner #Bg2Pod [YPt6Cs1hd2k] |
| Category | Science & Technology |
| Tags | Science & Technology Download MP4 | Science & Technology Download MP3 | Science & Technology Download MP4 360p | Science & Technology Download MP4 480p | Science & Technology Download MP4 720p | Science & Technology Download MP4 1080p |
