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Podcast: Boardroom Governance with Evan Epstein
Episode: Joe Grundfest (Stanford): 2026 Predictions and 2025 Reflections
Description: (0:00) Intro(2:00) About the podcast sponsor: The American College of Governance Counsel.(2:45) Start of interview. *Reference to prior episodes with Joe (E1 from '20, E35 from '21, E84 from '23, E123 from '24 and E161 from '25)(4:43) IPO Environment. Reference to paper by Mark Roe: Half the Firms, Double the Profits(11:58) Elon Musk's $1 Trillion Pay Plan "We will pay you an outrageous amount if you achieve preposterous results."(14:40) Delaware's Supreme Court Decision Reversing the Chancery's Rescission of Elon's $56B (now $139B) Tesla comp (20:08) The AI Bubble "We're either i...