

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
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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What people are saying
“Getting Anthropic sponsor read for this podcast and then delivering it with a serious voice is impressive.”
“I was getting burnt out on these Prof. G. Market podcasts but anytime Aswath is on, I'm here. This guy brings us back down to reality and helps calm the anxiety of this crazy financial world we're in.”
“Enjoy your holiday Ed you content machine”
“Such gymnastics to analyze and discuss AI. For me that's a warning flag. Back to commodities I go.”
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