Aswath Damodaran

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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 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

But I might be wrong on that.

Maybe I need to do more of my homework digging through that debt.

But um

That would require some bending, perhaps even breaking of accounting rules to be able to get away with it.

So, you know.

I'll I I'll do another read of the footnotes to see if there's something in there.

But um no, at least for me, the worry with the Mag 7 is not so much the debt but the investment paying off, the r whether there's enough of a return.

The worry with lesser AI is whether they can make it.

To the other side.

And their worst case scenario is that AI turns out to be an incredibly big market, but they don't make it there.

They fail because the debt comes due and they have to sell themselves to one of these other companies at a fraction of what they should be charging.

And that's a very real possibility in this space.

And if it does happen, there's going to be serious side costs for the rest of us because debt going down is always going to create side costs.

I will I will because I valued SpaceX with you know let's face it 80% of SpaceX value, at least the numbers, the story was about XAI.

So it's an XAI story embedded in a space launch company.

So when the prospectus comes out, and I plan to value them ahead of the I uh and I'll be it'll be interesting to see as you move from SpaceX whether the sum of the

The the shine has come off.

the story because of what's happened at SpaceX, where people have said, you know, m maybe the anthropic uh IPO is not going to be a trillion, maybe it'll be eight hundred billion.

Maybe open AI is not going to get the price it wanted.

So I have a feeling that they're revisiting the story because what they did with XAI was too sloppy.

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