Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Mar 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Marc Rowan
1
thin
20 Apr 2022 – 20 Apr 2022
-701 d
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Bill Gurley
2
thin
21 Mar 2024 – 9 Jun 2026
+0 d
- Dylan Patel 1 thin 17 Aug 2026 – 17 Aug 2026 +879 d
The chronologysourced and dated, oldest first
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Marc Rowan
Rowan emphasizes Apollo manages half its $500 billion for itself, offering clients only what it already owns.
“Think about what that does from an alignment point of view. We go to a client and we offer them nothing that we don't already own.”
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Bill Gurley
Gurley argues zero-based RSUs allow management to capture 80% value while shareholders lose 20%, showing misalignment.
“And here's where we get into questions of alignment with shareholders, because you could theoretically have a management team that leads a company, you know, over a year to a 20% decline and pick up 80% of the value of their equity award.”
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Bill Gurley
Gurley says he would offer Elon's Tesla compensation package to every company he's worked with.
“that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically says you don't make money unless the stock goes way up.”
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Dylan Patel
Patel argues the cybersecurity incident shows models may pursue reward maximization to civilization-threatening extremes.
“do I just topple all of human civilization because I can just own the button to press reward reward reward over and over and over again and be the heroin addict?”
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