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State of the Markets and AI with Steven Wolfe Pereira

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Manage episode 506701118 series 2910083
Content provided by Pacifica Global, LLC. and Evan Epstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pacifica Global, LLC. and Evan Epstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

(0:00) Intro

(1:30) About the podcast sponsor: The American College of Governance Counsel

(2:16) Start of interview. *Reference to E181 (July 2025) for Steven's personal/professional background.

(3:14) IPOs and Market Trends. Including Klarna and Gemini.

(5:29) The Stay Private vs. Go Public Dilemma. Valuations and market health (examples of Airbnb and Figma)

(12:00) The Oracle post-earnings 36% price increase. *Reference to article by Tom Chavez: In Defense of Bubbles.

(14:14) AI, Data Centers, and Market Dynamics

(15:15) OpenAI's Future and Governance

(20:12) Power Dynamics in Big Tech companies (Mag 7).

(22:35) Tesla and Elon Musk Compensation Structure (Mega Grants)

(24:53) Boardroom Accountability in Big Tech

(28:31) Scale AI and L&A (Licensing & Acquihiring) as the new M&A

(34:34) AI startup governance (e.g. SSI and Thinking Machine Labs)

(36:41) The Role of Directors in Governance. "Theater in the boardroom?"

(39:08) Startup Fraud (Elizabeth Holmes, SBF, etc) and the Startup Litigation Digest

(40:05) Legal Accountability and Ethics

(46:39) The Future of AI and Market Valuations in the "Agentic Economy"

(51:43) The Importance of Board Leadership

Steven Wolfe Pereira founded Alpha to solve a critical problem: most boards are governing AI transformation without the frameworks, intelligence, or peer networks they need to make sound fiduciary decisions.

You can follow Evan on social media at:

X: @evanepstein

LinkedIn: 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

  continue reading

187 episodes

Artwork
iconShare
 
Manage episode 506701118 series 2910083
Content provided by Pacifica Global, LLC. and Evan Epstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pacifica Global, LLC. and Evan Epstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

(0:00) Intro

(1:30) About the podcast sponsor: The American College of Governance Counsel

(2:16) Start of interview. *Reference to E181 (July 2025) for Steven's personal/professional background.

(3:14) IPOs and Market Trends. Including Klarna and Gemini.

(5:29) The Stay Private vs. Go Public Dilemma. Valuations and market health (examples of Airbnb and Figma)

(12:00) The Oracle post-earnings 36% price increase. *Reference to article by Tom Chavez: In Defense of Bubbles.

(14:14) AI, Data Centers, and Market Dynamics

(15:15) OpenAI's Future and Governance

(20:12) Power Dynamics in Big Tech companies (Mag 7).

(22:35) Tesla and Elon Musk Compensation Structure (Mega Grants)

(24:53) Boardroom Accountability in Big Tech

(28:31) Scale AI and L&A (Licensing & Acquihiring) as the new M&A

(34:34) AI startup governance (e.g. SSI and Thinking Machine Labs)

(36:41) The Role of Directors in Governance. "Theater in the boardroom?"

(39:08) Startup Fraud (Elizabeth Holmes, SBF, etc) and the Startup Litigation Digest

(40:05) Legal Accountability and Ethics

(46:39) The Future of AI and Market Valuations in the "Agentic Economy"

(51:43) The Importance of Board Leadership

Steven Wolfe Pereira founded Alpha to solve a critical problem: most boards are governing AI transformation without the frameworks, intelligence, or peer networks they need to make sound fiduciary decisions.

You can follow Evan on social media at:

X: @evanepstein

LinkedIn: 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

  continue reading

187 episodes

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