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
If you really feel as in you know, as in VIDI or OpenAI, that you're going to carry the game, why would you need these cross-investing in other
the players in the game because that seems like you're hedging your bets and protecting yourself and making sure that nobody knew is going to break in.
So that suggests to me that much as they sh they convey confidence in the market that they think they're going to rule the world of AI.
That within these companies, there's still uncertainty about whether they will in fact rule the world if AI and what they're creating is this preemptive barrier to other people entering.
So that's the one thing that I think has changed for me is watching that.
cross-company investment and what it tells me about what's in their mindsets about the future of here.
surprise you?
Not at all.
Right?
Because think of how portfolio managers get evaluated, right?
They get evaluated against other portfolio managers.
So if you did not own the Mag Seven over the last five years, all the money's left to you, but peop your clients have left.
If you do buy into NVIDIA now, even if it's a high and there's a correction, guess who you get measured against?
Other portfolio managers who also own NVIDIA who also see the same correction.
You're down thirty seven percent.
But if everybody else is down forty three percent, do you still say, look, I came out of this much better off?
And because we let people create their own their own pathways, yeah, I'm a tech investor.
I'm a d they essentially have this ultimate look, I had no choice.
I had to invest in this because this is what tech look like.
I think the way we reward and punish success in active money management doesn't reward people
Showing 1081–1100 of 1,201 · page 55 of 61
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