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 months

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 Says There’s No Place to Hide in Stocks · 14 Nov 2025 podcast

Those are people who will not have jobs.

If they don't replace them with AI, all this investment in AI has no real easy way to pay off.

So I agree with the broader thesis.

I'm not sure though it'll happen in the next 12 months.

This is the problem with these open-ended, it's still developing.

Is we cut so much slack to companies, and they find a way to explain away why it didn't happen in 12 months.

And there will be enough people who buy into that explanation.

So I think something else has to come in, in addition to the numbers not coming in for that recognition to say, hey guys, we've overshot.

But I think you're

Right.

I don't see I'll give you a rough estimate, given even what's already been spent on the AI architecture.

Their products and services market.

has to generate about four trillion dollars in revenues, either in save costs or or additional revenues.

Four trillion.

It's so basically take the architecture investment and multiply by even with the high margins, you need to get four trillion and from that because remember that you got to pay for that investment, earn a reasonable return.

So you back into it.

So four trilli and right now it's it's it's

In the tens of billions.

And you're looking at a four trillion dollar target, and I'm looking at how do we make up that difference?

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