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
And for this to be a healthy business,
That's got to be the driver.
The architecture can't be eighty percent of your revenues.
In a healthy business, the architecture's got to be 10, 15, 20 percent of your revenues.
The rest has to come from end customers.
End customers can be businesses, they can be individuals, but that's not what we're seeing right now in the AI space.
And we're not getting a sense of whether that's building or not, other than through anecdotal evidence, which is the worst kind of evidence.
We can get of somebody saying, I use Claude and I save $300 million.
Hey, that's great.
But what does it tell me about collective revenues?
And $300 million is a drop in the bucket when you're spending hundreds of millions in building this architecture.
So I think more transparency all the way around would be helpful here.
Because and and I speak as somebody who's an uh who's an optimist on a
I think that there is a market out there.
It's going to be a big market.
But I don't I'm not getting any sense of clarity on that market from all of these companies reporting on that space.
And I wish I had more clarity.
And I think uh the Palantir earnings are in a sense one of it's one of the few companies that can actually say, look, we're making money on selling stuff to people with AI built into it, rather than selling to other companies, building more of the AI architecture.
So I think that that's the place where I'm looking for more clarity is that end user revenue.
And I'm not getting that.
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