World Model · podcast knowledge graph

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

2026-08-07 · 67 min · 11 entities

episode page audio

Asserted relationships

  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → hosted by Vox Media Podcast Network company
    0.40
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • → hosted by Prof G Media & Vox Media company
    0.40
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media

Entities found in this episode

companys 6

  • mentioned Vox Media Podcast Network company
    0.70
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • mentioned Prof G Media & Vox Media company
    0.70
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • hosted by Vox Media Podcast Network company
    0.40
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • hosted by Prof G Media & Vox Media company
    0.40
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • 0.42
    evidence rules-v5
    Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

websites 2

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
Episode description as stored
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 Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices