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tech companies

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

Everything said about tech companies, oldest first

Mar 21, 2024 negative
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
Apr 18, 2024 bullish
Prediction Not checkable as stated
Gerstner: AI productivity tools will drive expanding tech profit margins for years
“I think one of the key drivers over the course of the next several years in tech is going to be these expanding margins caused by you know, the tool set that they're investing in around AI.”
Brad Gerstner Apr 18, 2024 ▶ 1:17:31 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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