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
So it's not that the AI product and service market will not exist, but it'll become almost primarily.
A mass market low margin business.
And that's why the architecture you're building might not be right for that.
It might be too much for the premium part of the business where you need.
These high end chips and data centers to feed those
They seem to see it and then they seem to forget it, right?
You take the meta example, right?
In over the last week, it's made up about 70% of what it lost in the previous six months.
So it's not like the lessons are sticking because, you know, all you seem to need is some other distraction along the way.
And that's why for the moment at least, the catalysts are not working because
They have a temporary effect.
One company gets hurt, but you're not seeing it ripple into the other companies.
It seems to be company specific and time-specific.
So I think that collectively, I think.
Anxiety kind of ebbs and flows, but it doesn't seem to be at a level where it permeates into permanent pricing changes yet.
And I think um maybe that reflects the fact that we're those who have as we're anxious are in the wrong.
So I'm always open to the possibility that maybe we're missing a really big story.
Maybe Leo was right about this being the ultimate winner.
2027.
And I'm always going to leave that door open because I've learned that you can't ignore somebody just because you disagree with them.
Showing 341–360 of 1,201 · page 18 of 61
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