The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion
Professor Aswath Damodaran joins Kai Wu on The Intangible Economy to break down how to value SpaceX, AI companies, intangible assets, and the future of value investing.
We discuss why big markets do not automatically create big value, how AI CapEx is changing the character of major technology companies, and why the best investment stories still have to connect to the numbers.
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Topics covered:
Valuing SpaceX after its IPO and why price matters even for great companies
How Starlink, space launch, and xAI fit into SpaceX’s valuation story
Why total…
The skinny
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