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 months

Recordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.

newest first · ▶ plays the moment

Prof G Markets · Aswath Damodaran: Big Tech Has No Idea How AI Pays Off · 7 Aug 2026 podcast

It really didn't stick.

And they need to get their, you know, and I think there you're going to look for more specifics because

Just telling me you're a great LLM or you have amazing agents, AI agents doesn't do it for me.

You need to show evidence that this is actually sticking at a business level, that you're making money.

There I need to see the unit economics and evidence that there are economies of scale you can point to.

This is what it cost us two years ago, a year ago, this year.

Because that's how you back up in economies of scale, sorry.

Just don't give me the word.

Would you ever

Absolutely.

I I mean in in a sense, you all you have no choice but to tell the full story.

The question is, is it a story you're entirely making up based on clues you're getting as well, which is a very dang which is what I did with XAI.

There was no story in the prospectus.

There were just numbers thrown out of thin air.

There was no story from the management of what they planned to do.

So I had to write the whole story.

And that's always going to create more uncertainty.

So it's not a question of whether you can tell a full story, but what's the basis for the story you're telling?

And the case of OpenAI, unless they fill in the blanks,

I am coming up with a story based on my limited understanding of AI.

Showing 421–440 of 1,201 · page 22 of 61