StarZero All shows Try the podcast clipper →

Bob Mylod

Managing Partner, Annox Capital Management · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executiveinvestorannoxcapital.com ↗

Robert J. "Bob" Mylod Jr. spent over a decade in senior executive leadership at Priceline as CFO and Vice Chairman before founding Annox Capital. He has served as Board Chair of Booking Holdings, Chairman of Redfin, and Executive Chair of Vroom.

3statements → 0claims → 0claims resolved → 4/5average certainty → 2.67/5average debate potential → 1said about them ↓

3 insights · every statement was checked. none of them is a claim the record can settle: opinions, insights and disclosures never carry an assessment.

The record, in short

What the tape says about how Bob argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Bob Mylod on measured tape to publish a rate. This says nothing about how they speak.

Everything Bob Mylod said on BG2 Pod that made the record, most notable first. Filter by type, assessment or year in the ledger →

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
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
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 on BG2 Pod. every mention, with the transcript →

Who brings them up most Brad Gerstner 1

Every mention by year

tap a year for its mentions
0011112024episodesmentions
0112024episodes it came up in
000.50.5112024episodesmentions per episode
2024 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Mar 21, 2024 20m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 40 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more