Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Today on 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 how much AI risk is already priced into the market and whether SpaceX's current valuation is justified. Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Order Notes On Being A Man now! https://amzn.to/4nl4VKo Timesta…