Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
This podcast episode explores the evolution of stock-based compensation in the tech industry, from stock options to restricted stock units (RSUs). It discusses the importance of aligning executive compensation with shareholder interests, the impact of stock-based compensation on financial reporting, the challenges in v...
This podcast episode centers around the latest developments in Tesla's Full Self-Driving technology, particularly the FSD12 update, which involves an end-to-end neural network model fueled by imitation learning. While acknowledging the past skepticism toward FSD versions, the speakers recognize the significant potentia...
This podcast episode delves into the groundbreaking developments in AI and compute, their profound impact on businesses, and the pivotal role of memory in the future of AI. Experts analyze the possibilities and challenges of AI moving beyond answers to performing actions, discussing the demand for AI silicon and potent...
This podcast episode delves into the challenges and complexities of valuing software companies, addressing the crude and unintelligent view of valuation in Silicon Valley, the influx of capital's impact on the valuation landscape, and the need to consider multiple factors beyond revenue. It also analyzes the balancing ...
This podcast episode explores the recent surge in venture capital investments in AI, especially from MANG. The discussion centers around the potential consequences of these investments for the venture capital landscape and startups. Experts discuss the market distortions caused by big companies' investments, limitation...
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