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Prof G Markets — Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Buzzing ratingBUZZING· 75%1h 06m·2026-08-07·Money

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off

Prof G Markets

Ed Elson and Scott Galloway are joined by Aswath Damodaran to break down the biggest takeaways from Big Tech earnings. He explains what the latest results reveal about the AI race, why he's becoming increasingly concerned about the Magnificent Seven's AI spending, and how he values the hyperscalers. They also discuss…

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