Chapter
Clips
Mark Roderick discusses how investing in real estate syndications can be a great source of passive income and how to maximize returns.
1:02:41 - 1:04:04 (01:23)
Summary
Mark Roderick discusses how investing in real estate syndications can be a great source of passive income and how to maximize returns.
ChapterDebating the Metric for Executive Bonuses
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Stock as a form of compensation creates alignment and excitement in the early stages of venture capital, and is seen as part of the true magic of Silicon Valley.
1:04:04 - 1:07:46 (03:41)
Summary
Stock as a form of compensation creates alignment and excitement in the early stages of venture capital, and is seen as part of the true magic of Silicon Valley.
ChapterDebating the Metric for Executive Bonuses
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The SBC, Saks' 70% revenue, was long ignored by Wall Street as they preferred to focus on adjusted EBITDA and avoided rocking the boat as they made money on tech stocks.
1:07:46 - 1:09:52 (02:06)
Summary
The SBC, Saks' 70% revenue, was long ignored by Wall Street as they preferred to focus on adjusted EBITDA and avoided rocking the boat as they made money on tech stocks. CFOs now suggest buying back shares to make up for it.
ChapterDebating the Metric for Executive Bonuses
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Compensation consultants play a key role in corporate governance, advising compensation committees on bonus and compensation plans.
1:09:52 - 1:12:02 (02:10)
Summary
Compensation consultants play a key role in corporate governance, advising compensation committees on bonus and compensation plans. These plans are often based on adjusted EBITDA metrics, rather than free cash flow per share, which has led to some controversy over the accuracy of compensation decisions.