Stock Based Comp

topic on 2 shows · 3 statements across 3 episodes

All-In 20VC

3 statements about Stock Based Comp, every show

20VC Assertion Not checkable as stated
Mitchell Green: Internet stocks stay expensive due to stock-based compensation dilution
“Well, the reason a lot of these stock or stocks and internet stocks are actually still not cheap is because the stock-based comp, like, the stock-based comp in a lot of these companies is totally nuts. Like, the amount of equity compensation and dilution of, l…”
Mitchell Green Mar 7, 2026 ▶ 21:56 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
ALL-IN Assertion Not checkable as stated
Chamath: Big tech issued at least $1.5T in stock-based comp since 2015
“Can you imagine the totality of stock based comp that's been given out by all these companies since 2015 when they were kegering their employee bases by 25% a year? I bet you it's A trillion and a half dollars at least.”
Chamath Palihapitiya Mar 3, 2023 ▶ 1:02:17 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
ALL-IN Insight
Chamath: Free cash flow driven by stock compensation distorts true profitability
“So when the only source of free cash is stock based comp, that free cashflow doesn't reflect the company's true profitability.”
Chamath Palihapitiya Jun 30, 2022 ▶ 54:53 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

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