Evan Epstein
@evanepstein
Exec. Dir & Professor @uclaw_sf / Focus: Corporate Governance / Host 🎙 http://boardroom-governance.com / Newsletter ✍️ http://evanepstein.substack.com #corpgov
🎙️ New E181 of the BGP w/ Steven Wolfe Pereira (@wolfepereira) founder & CEO of @AlphaDirectors on: • Tech-savvy boards • The AI explosion and implications for boardrooms • Agentic AI & geopolitics • Data as a board asset 🎧 boardroom-governance.com/episodes/steve…
How can you govern something you don’t understand? AI implications on corporate governance. @wolfepereira on the @evanepstein boardroom podcast podcasts.apple.com/us/podcast/boa…
How Can You Govern Something That You Don't Understand? That's the title of the latest episode of @evanepstein's must-listen podcast Boardroom Governance - and it was a real treat to chat with Evan about the challenges and opportunities directors face as we develop the…
🇺🇸 Today is a day we have been working towards for six months. We are announcing America’s AI action plan putting us on the road to continued AI dominance. The three core themes: - Accelerate AI innovation - Build American AI infrastructure - Lead in international AI…
Wow, blockchain common stock 👀
Tokenized equities are going to be everywhere. Today they even found their way to page 83 of Figma's revised S-1.
Klaus Schwab allegedly expensed $1.1 million in personal spending with weak ties to Forum business 👀 on.ft.com/4eZKoYx Klaus Schwab rejects misconduct probe findings as WEF dispute deepens
“There’s a new darling on Wall Street: private markets,” per @dealbook. @BainandCompany says private assets have tripled since 2013 and could grow twice as fast as public markets, reaching $62 trillion globally by 2034.
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Varun Mohan and the team at Windsurf built something great. What I heard is every founding engineer (over 40 of them) cleared 7 figures. The remaining org of 200 was only 15 engineers who had worked there less than a year, the rest were sales and ops, and even then they left…
Nvidia isn’t the only one smashing through the $4 trillion ceiling…
JUST IN: The total crypto market cap has hit a new ATH of $4T.
🚨 BREAKING: Detailed list of all 44 people in Meta's Superintelligence team. — 50% from China — 75% have PhDs, 70% Researchers — 40% from OpenAI, 20% DeepMind, 15% Scale — 20% L8+ level — 75% 1st gen immigrants Each of these people are likely getting paid $10-$100M/yr.
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NVIDIA IS NOW WORTH MORE THAN... WELL, BASICALLY EVERYONE ELSE Nvidia’s $4T valuation isn’t just historic, it’s comically massive. It’s now worth more than Meta and Alphabet combined. More than Microsoft. More than Apple and Amazon together. At this point, Nvidia could…
Interesting times with these AI deals theinformation.com/articles/speed…
🎙️ New E180 of the BGP: Erik Gerding (partner @Freshfields) & former SEC’s Director of Corp Finance We cover: • SEC trends & enforcement • SEC Revisiting Foreign Private Issuer Eligibility • Crypto, AI & cyber risk • IPOs & SPACs • DExit 🎧 boardroom-governance.com/episodes/erik-…
#BTC
Bitcoin hit $123,000 today for the first time. 10 years ago it was trading at $286. That's a 430x increase (+83% annualized). $BTC
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TLDR: Windsurf employees may well get their exit, if remaining management just executes the dividend. After looking into this, I think the original intent was for that $100M+ cash balance to indeed be used to give employee distributions via a dividend. It corresponds very…
Interesting / Think your ETF is diversified? It’s actually deversified. wsj.com/finance/invest…
Welcome Windsurf to this list of totally serious independent companies
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Honestly: across the board, Portugal has gotten significantly WORSE since we started making investments in the country. If the trend continues, we’ll stop investing. And if you’re considering it as a tech firm, you’d be crazy to without some hard reassurances from the government.
“What’s really going on here is that the US wants the metal to be produced in the US, refined [in the US] — and not just copper. Copper is paradigm for probably 30 critical metals.” on.ft.com/4kxfgkf
