Listen "Insights from Silicon Valley: Who’s Up, What’s Down & Why it Matters."
Episode Synopsis
0:00 -- Intro [Evan Epstein]1:30 -- Intro [David Beatty]3:50 -- Start of interview.4:55 -- Discussion on unicorns. [see research on unicorn exits]. 9:17 -- On the rise of private markets.11:57 -- On startup governance.15:31 -- The importance of governance in downturns (in contrast to bull markets).16:32 -- Elon Musk and his companies.18:42 -- On layoffs in the tech industry this year.20:05 -- How boards are adapting to the "digital tsunami" (board composition: age, 'tech savvy' directors, etc).23:21 -- On cybersecurity in the boardroom.29:00 -- On the surge of the electric vehicle (EV) industry and the IRA Act. Geopolitics and supply chain divestment from China. 36:26 -- The impact of the pandemic in Silicon Valley, particularly on remote work and tech migration. An opportunity for Canada.38:36 -- On Sam Bankman-Fried (FTX collapse). 41:15 -- Innovation by large established tech companies vs entrepreneurs/startups. Zero to One and The Power Law books.46:34 -- On dual-class share structures.50:58 -- On climate tech and Silicon Valley. 53:39 -- B-corps and public benefit corporations. [You can also check out E14 with Frederick Alexander on this topic]56:37 -- On ESG and shareholder activism. The Exxon Mobil proxy fight. The "anti-ESG" movement in the US (for example: Florida pulling $2B from BlackRock in largest anti-ESG divestment)58:23 - Final words.__David R. Beatty is a Professor at Rotman School of Management at the University of Toronto and the Faculty Director of the David and Sharon Johnston Centre for Corporate Governance Innovation.You can find a video recording of this event [for a limited time] in this link.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
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