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 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

We can afford to do that because we have the capital to do it.

But like most venture capitalists, we're venturing into the unknown.

And they think markets will punish them for being honest.

But I really think markets would welcome that honesty.

Because I think markets increasingly, as they listen to vague answers to questions, said these guys have no idea what's happening.

You know, they don't know what's going to happen, and they're trying to they're trying to act like they know more than they do when in fact they don't.

It's better to be seen as trying to find an answer.

then acting like you have the answer but you're not willing to give the answer to markets.

So I think more transparency would be good for these companies, but I'm not sure they will take my advice on that.

It is a big problem because almost all of the revenue you're talking about is intra-company revenue building the factory, building the architecture.

It's not revenue from end users.

And that's really the the part that we're uncertain about, right?

I mean you can keep spending more money on the factories.

Nvidia sells chips and uh you pay for the I mean the intra company revenue just reflects the fact that collectively you're building the biggest architecture businesses ever known.

But to do what?

If people are not buying your end products and services, what difference does it make that you generated revenue from each other?

So I think that it would be useful to actually get a sense of that end revenue.

And that's the part we're all seeking out is anthropic might be the uh one company that you can talk about end revenues because of the LLMs and what they generate, but it's just it's a fraction of what.

you think of as total revenue from AI.

And it's a small fraction.

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