stock options

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 21, 2024 by Bill Gurley · across every show →

Everything said about stock options, oldest first

Mar 21, 2024
Insight
Gurley: Startup option dilution drops from ~10% early on to ~3% near IPO
“When a startup would get started in early years, you might have as much as, say, 10% dilution from options. You might hire three executives during that year, and it's a big grant, but then as you move towards being public, people would typically, and these are…”
Bill Gurley Mar 21, 2024 ▶ 6:19 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Mar 21, 2024
Insight
Gurley: Black-Scholes values one RSU at roughly 2.5 to 3 options
“There's an argument from Black Shoals that a single RSU is worth about two and a half or three options. So if you could switch From these options to an RSU, this investor thought dilution might drop from, say, four percent to 1.2% or something like that, and t…”
Bill Gurley Mar 21, 2024 ▶ 6:46 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
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