Insights from Silicon Valley: Who’s Up, What’s Down & Why it Matters.

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.

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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.

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 You can follow Evan on social media at:

Twitter: @evanepstein

LinkedIn: https://www.linkedin.com/in/epsteinevan/ 

Substack: https://evanepstein.substack.com/

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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: @evanepstein

LinkedIn: https://www.linkedin.com/in/epsteinevan/ 

Substack: https://evanepstein.substack.com/

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To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/

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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