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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
You know, just as Amazon got hurt after the dot-com bus, but it was the best thing that happened to them because it wiped out all of their dot-com competition.
In many ways, the Mag 7 might be, you know, this is a very sinister view of this whole thing.
Maybe they're wishing for an AI correction.
They'll be punished, but the rest of their competition will be decimated.
Now and remember OpenAI and Anthropic can't survive on their cash flows either.
So maybe there's a you know, if if you were you know if you were looking for a story with villains that knew more than they did, you could make maybe this is the end game for them.
Is they're hoping for an AI shake out where they come in come in and pick up the pieces at bargain basement prices.
Because they're gonna survive.
I mean, I don't have worries about failure.
There's been a lot of concern.
Now I'd be interested to see what the recourse on that debt is.
If you're lending money on a data center that Meta is a player in, and the debt has recourse only against that data center's revenues and assets.
Then you're not going, I mean, in a sense, as a meta shareholder, I've you know it's clearly not something I want to see happen, but it's not something that's going to impact me.
No, I would be, you know, uh again, I want to go back and look at the accounting rules as to what happens when you take debt that's off balance sheet debt, where there is recourse against the parent company and whether you can get away not reveal.
That as part of your debt.
And maybe there's this iceberg of debt that you're not seeing the underneath that could be, you know.
But I think that even I mean, let's bring the recourse debt in then and let's see.
I mean, I'd like to see full disclosure of that debt that's not on the balance sheet.
Because even then, I would wager it's three, three times every we're not talking about heavily levered companies in the sense that
of companies that are, you know, that are going to be dragged down by f by the failure of these uh of AI.
Showing 381–400 of 1,201 · page 20 of 61
← Previous
Next →