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Delaware

5 statements across 4 episodes · 0 bullish · 5 bearish · 2 people on the record · first statement Mar 7, 2024 by Brad Gerstner · said 52 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (35), Bill Gurley (17)

tap a year for its mentions
0015230320242025episodesmentions
02320242025episodes it came up in
007.51.515320242025episodesmentions per episode
2025 22 mentions in 2 episodes 11 per episode
2024 30 mentions in 3 episodes 10 per episode

every mention, scene by scene, with the transcript →

Everything said about Delaware, oldest first

Mar 7, 2024 bearish
Prediction Not checkable as stated
Gerstner: Companies will flee Delaware if Musk pay ruling is upheld
“So if it gets upheld, I expect you're going to see significant flight from the state of Delaware by people reincorporated in these other states that, you know, frankly are pretty friendly as well.”
Brad Gerstner Mar 7, 2024 ▶ 57:27 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Jun 22, 2024 bearish
Opinion
Gurley: Companies Need to Consider Leaving Delaware as Fast as Possible
“I think companies need to consider leaving Delaware as fast as possible.”
Bill Gurley Jun 22, 2024 ▶ 53:28 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
May 22, 2025 bearish
Disclosure
Gurley Plans to Advise Every Company He Is Involved With to Leave Delaware
“I read this, and I think, you know, any company that I'm involved with, I'm gonna encourage to leave because this is radically different Then why I was told we were supposed to go to Delaware.”
Bill Gurley May 22, 2025 ▶ 54:16 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 6, 2025 bearish
Opinion
Gurley: High-profile companies face the highest risk in Delaware courts
“I think it's actually the highest profile companies that are at risk because they're the ones that, you know, an activist judge is going to want to make an exception out of.”
Bill Gurley Jun 6, 2025 ▶ 54:43 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 6, 2025 bearish
Assertion Supported
Gurley: Private Delaware unicorns trading secondary shares face litigation risk
“Litigation around shareholder events are tied solely to public companies. That is not true. If you're incorporated in Delaware, you can be sued. You know, if your shares are trading more freely in the secondary market, you're at risk as well.”
Bill Gurley Jun 6, 2025 ▶ 55:37 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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