# The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran

Page: https://stenobird.com/podcast/prof-g-markets-6899881/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran
Text version: https://stenobird.com/podcast/prof-g-markets-6899881/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-05-15T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP7109129718.mp3?updated=1778797623
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP7109129718.mp3?updated=1778797623
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Duration seconds: 3628

## Resource

Aswath Damodaran joined Scott Galloway and Ed Elson for a Prof G+ Substack livestream earlier this week to discuss AI valuations, why markets were so resilient in the first quarter despite macro risks, and the upcoming IPOs from Anthropic, OpenAI, and SpaceX. Subscribe to Prof G+ to join our next livestream here. Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on his blog, “Musings on the Markets.” Get your tickets to the Prof G Markets tour 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

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## Transcript

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