RSU
also referred to as: rsus
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 3, 2025 by Jason Lemkin · across every show →
Everything said about RSU, oldest first
Apr 3, 2025 neutral
Lemkin: Expiring RSUs force late-stage tech IPOs more than investor liquidity
“A lot of that is driven by taxes in the US. It's not really driven by liquidity for investors. It's driven by this brutal tax situation of RSUs expiring. They're expiring on employees and they're becoming taxable events before the IPO.”
Aug 7, 2025 negative
Halligan: RSUs dampen risk-seeking behavior in tech CEOs compared to ISOs
“It just creates sort of a risk averse behavior in the CEO. Like it's basically cash comp goes up and down a little bit, let's say, but an ISO you're swinging for the fences. Like you've got a strong incentive to swing. And so it's really had a dampening effect…”