State of the Markets and AI with Steven Wolfe Pereira
Description
(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/
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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
United States
