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
Unlike the dot-com bus, something that happens, staggered pain.
I'm not sure which is worse, to get the pain at one go and clean up and move on, or have staggered pain where individual companies get into trouble and markets go through these cycles of correction and and hope, where you come back a little bit, then you have a correction.
Again, but I don't see an individual catalyst that's big enough to for a moment where people say, oh my God, the air market is not going to be as lucrative as we thought it was.
Because it seems like every time you get something that has the potential to do it, there are still there's still money on the sidelines.
that jumps in and says, we need to be in AI because everybody else needs to be in AI.
Now I think that um, you know, uh last week after the blow up with situation, when you had all that selling of of force selling.
The next day you wake up and there's a ten percent jump in all of the stocks.
Clearly money coming in saying, we've never been in AI, we need to be there because everybody else is there.
I think I know whether whether this is being accentued, you know, accentuated by social media and the awareness of other people make money, I don't know.
But the m that factor still seems to be strong enough to overcome.
the catalyst effect.
But you know, at some point in time the catalyst effects are going to overwhelm that momentum effect.
The way AI is set up right now, I don't think there's going to be that much give on the unit economics in the near term, right?
You still have to build I mean, the physical infrastructures seem so expensive.
Unless you can figure out a way to build data centers at one-tenth the cost, right?
This is not the kind of investment where scaling up is going to help you that much.
You have to figure out how, you know, so none of the elements are easily going to bend to economies of scale argument.
Maybe I don't know enough about AI.
Maybe they have some secret sauce that's going to allow them to do this, but I don't see it.
I think every you know, every time I open open Google and AI helps me out there, it's
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