Bob Mylod

Everything Bob Mylod said on any show that made the record, most notable first. Each card names its show and opens the statement there.

BG2 Insight

Mylod: Ignoring stock compensation caused 15 years of runaway tech pay

“And for a tech company, oftentimes stock-based compensation happens to be the single largest expense component of a tech company. And yet somehow inexplicably, even though it's the largest single expense component of that company it is not considered to be eve…”

Bob Mylod Mar 21, 2024 ▶ 22:04 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod

BG2 Insight

Mylod: Sinking 35% of free cash flow into SBC destroys company value

“If you dilute free cash flow by 30 to 35% every single year for 20 years, guess what? Your dilution is 35%, you know. It's not a half of, it's not 50 basis points, it's not one percent, it's not two percent, it's literally, you know, a third of the company.”

Bob Mylod Mar 21, 2024 ▶ 45:43 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod

BG2 Insight

Mylod: Give employees cash instead of equity if they undervalue stock

“If we can't convince somebody that a dollar worth of stock is worth a dollar, Then you actually shouldn't grant it. You should just give a dollar of cash because they'll actually value it, you know, greater.”

Bob Mylod Mar 21, 2024 ▶ 52:19 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod

The other half of the tape: Bob Mylod's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →

Who brings them up most Brad Gerstner 1

Every mention by year

One line per show, most statements first. The link opens Bob's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
BG2LEDGER	Managing Partner, Annox Capital Management	1	3	—	full record on BG2 Pod →