
Wall Street’s recent AI anxiety sparked a sharp selloff in software stocks, pushing many private tech firms to postpone IPOs as investors anticipate a handful of mega‑offerings to dominate the market. A viral Citrini Research report amplified fears, warning that rapid AI adoption could slash white‑collar employment, trigger spending cuts, and create a financial contagion across credit, insurance and wealth‑management sectors. Analysts note that investors are already embedding these downside scenarios into valuations, reflecting a sophisticated risk premium on AI‑linked equities. The debate now extends to policy, with proposals to tax AI firms to offset broader societal disruption.

The episode examines the rising trend of private litigation as a tool to hold audit firms accountable, sparked by concerns over potential SEC Chairman Paul Atkins' moves to weaken the PCAOB. Host Francine McKenna references her Substack post and discusses...

In this episode, host Bainbridge critiques SEC Rule 14a-8, arguing it should be repealed or substantially reformed due to high costs, procedural flaws, and misuse, while proposing higher ownership thresholds and stricter materiality standards as alternatives. He then evaluates Joseph...

The episode explores whether appraisal rights—statutory protections for dissenting shareholders—can be waived or limited through contractual mechanisms such as merger agreement clauses, corporate articles, or shareholder agreements, and how the answer varies between public and closely held corporations. It explains...

In this episode, Stephen Bainbridge introduces a qualitative overview of business valuation methods used in Delaware appraisal proceedings, focusing on the fundamentals rather than detailed numerical models. He highlights three YouTube videos he previously created that dive deeper into valuation...

The episode examines a recent Delaware Chancery Court complaint by NVIDIA shareholders demanding inspection of the company's books and records related to a deal with the Trump administration that tied AI chip export licenses to revenue percentages paid to the...

The episode reviews Elon Musk’s ongoing legal battles in Delaware, focusing on his controversial compensation package and recent shareholder lawsuits tied to Tesla’s sharp stock decline. It references the host’s recent articles analyzing Delaware’s historic dominance in corporate law, emerging...

In this episode, the host discusses a new law review article that traces how early 19th‑century privateering statutes, especially New York’s 1814 Act, served as the United States’ first general incorporation law and a form of industrial policy. The analysis...

In this episode, the host revisits the ongoing debate about plaintiff attorney fee awards in the Delaware Court of Chancery, focusing on the new empirical study "Is Delaware Different? Stockholder Lawyering in the Court of Chancery" by Stephen J. Choi,...