Africa-focused technology, digital and innovation ecosystem insight and commentary.
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Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Lik BG2Pod with Brad Gerstner and Bill Gurley
Show notes are at https://stevelitchfield.com/sshow/chat.html
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A podcast featuring panelists of engineers from Netflix, Twitch, & Atlassian talking over drinks about all things software engineering.
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Discover a whole new take on Artificial Intelligence with Squirro's educational podcast! Join host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and their incredible impact on society, and y ...
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Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Marc Fennell and a team of people far smarter than him (his words, not ours) take a fun deep dive into how technology is reshaping our lives.
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Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
Manage episode 408173911 series 3555190
Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro
(2:07) Bob Mylod | Stock-Based Compensation
(58:03) Apple's Potential Partnership with Google on AI
(1:04:00) Tiktok The Future of TikTok in the US
(01:12:34) Microsoft's Acquisition of Inflection
(01:18:06) The Durability of LLM Business Models
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauw
Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn
Tom Hearden Tweet: https://bit.ly/4cqCoxQApoorv
Agarwal Tweet: https://bit.ly/3VumL2G
18 episoder
Del
Manage episode 408173911 series 3555190
Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro
(2:07) Bob Mylod | Stock-Based Compensation
(58:03) Apple's Potential Partnership with Google on AI
(1:04:00) Tiktok The Future of TikTok in the US
(01:12:34) Microsoft's Acquisition of Inflection
(01:18:06) The Durability of LLM Business Models
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauw
Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn
Tom Hearden Tweet: https://bit.ly/4cqCoxQApoorv
Agarwal Tweet: https://bit.ly/3VumL2G
18 episoder
Alle episoder
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Lik BG2Pod with Brad Gerstner and Bill Gurley
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
A podcast featuring panelists of engineers from Netflix, Twitch, & Atlassian talking over drinks about all things software engineering.
…
continue reading
Discover a whole new take on Artificial Intelligence with Squirro's educational podcast! Join host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and their incredible impact on society, and y ...
…
continue reading
Three nerds discussing tech, Apple, programming, and loosely related matters.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Marc Fennell and a team of people far smarter than him (his words, not ours) take a fun deep dive into how technology is reshaping our lives.
…
continue reading
This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
Embedded is the show for people who love gadgets. Making them, breaking them, and everything in between. Weekly interviews with engineers, educators, and enthusiasts. Find the show, blog, and more at embedded.fm.
…
continue reading
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!
Gå frakoblet med Player FM -appen!
