Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
772 Following 1.3K Followers
EQUITY SUPPLY from stock-based comp a growing source of incremental dilution ($AVGO, $NVDA, others...) "While companies may be able to manage their workforce by adopting AI, Enablers continue to see rising labor costs due to large equity grants used to recruit critical talent. Companies with the highest SBC expense have been offering growing SBC packages over time, exceeding employee headcount growth" (MS)
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