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 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
From everything else, is I don't think markets would punish them if they did that.
I think markets would actually reward them for transparency.
I mean, it's um one of the reasons I think Jeff Bezos was cut so much slack by the market for so long at Amazon.
was he was open about what he was doing.
He said, look, I'm building, I mean, I call the field of dreams story, which is if we build it, they will come.
He was open about the fact that Amazon in its early years was building revenue so that margins would look terrible, that they'd give away shipping for free because they had an end game.
He brought people into the end game.
And it's that belief that allowed Amazon to do what it did.
So that's why I said if there's one company in this mix that should have experience having gone through this before, it's Amazon.
So I I'm gonna get my cues on whether Amazon starts to become transparent earlier than than the rest, because I would expect them.
When I was looking at SpaceX prospectives and I noticed that
They were making more money by leasing out their data centers to others, in this case Anthropic, than they were making.
No, I thought it was actually at you know seriously at odds with the AI story they were telling in the prospectus of this huge market, 28 trillion.
And I think in the aggregate, what you're pointing to is the fact that you're making more money by selling into
The AI architecture space, and I include LLMs in this, then from talking about AI products and services is very revealing.
It tells me that you're not as confident as you claim to be, that there's going to be this huge.
If you were really confident that there was going to be a huge market, you wouldn't want to lease the space out to who could be potential competitors in that market.
So the fact that you're doing it, I think, is is a sign.
that at least for the near term you don't have as much faith as you claim to have.
that AI is going to be as big as it is going to be.
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