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
The only problem for Apple is they're facing the side costs of the huge AI CapEx in the sense that chip costs have gone up.
And they're facing, I mean, part of the reason they got punished so much was because they had raised the prices of almost every single device because everything has become more expensive to make.
So much as Apple would like to be completely on the sidelines, at least for the moment, they can't.
cannot be because they get dragged into the space because of what everybody else is doing.
But I think you're you're right.
And I think it reflects Tim Cook's personality.
And it'll be interesting to see if it continues under the new CEO of saying, look, you know, jumping in with both feet into things you don't know is not the greatest way to make money.
He's a cautious person.
And and analysts have taken issue with Apple for being cautious.
And I think it kind of shows up in the way he's chosen to run the business.
But I think it indicates why CEOs matter, because a much more ambitious CEO at the top of Apple would have probably charted a different path.
And you'd have seen Apple with tens of billions of AI investment as well.
Could they really not know?
I think they truly don't know.
And I think that they're afraid to say that.
But I think in this business, they're better off being transparent about what they don't know.
What I'd like them to do is just as they've done with the cloud business, which is clearly a money-making business for that, is to have an AI division, a separation of AI, where they tell you how
Much they're spending, how much money they're losing.
Think of it as a startup that they've created with a huge amount of venture capital investment.
And say, look, we're making a bet on what we think is going to be in the growth phase, like a venture capitalist.
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