Aswath Damodaran

speaker

1,201 appearances 7 recordings 3 series first heard May 2025 last heard 7 Aug

Aswath Damodaran’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.

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Prof G Markets · Aswath Damodaran: Big Tech Has No Idea How AI Pays Off · 7 Aug 2026 podcast

And I think that's what I mean about transparency.

Tell me what the end game here is.

What is it that you're hoping to get from an anthropic investment?

or an open AI investment and frame it in terms of that end business, that this will give you an advantage on that AI product and service business.

I'm willing to listen, but don't tell me you're doing it because you want to make money, because you're not a trader.

You shouldn't be doing this if your objective is to just make money on another player in the AI space.

I don't think it's it's it's rigor particularly that that keeps it apart.

It's the fact that you're required as an analyst to react in real time.

I'm glad that I'm not there at 4:30 after an earnings call where somebody says, What do you think about that earnings call?

I mean, I need a little time to digest what's in that statement.

I need to look at the footnotes, I need to see the breakdown.

But I think we live in a world where instantaneous reaction is required of us.

It's part of your job.

So I cut them some slack on what they're doing, but I faith that eventually.

markets kind of figure it out.

And I think that that's going to be the end game is now I did strip out the Google and the Alpha, the Amazon earnings from the the the effect on earnings.

And they're pretty good quotas.

Even without it.

And I think it made more sense for them to say this is what we did without our A.

And that's what I meant about separating what's happening with AI

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