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The Intangible Economy with Kai Wu
Aswath Damodaran on SpaceX, AI and the Limits of Big Market Stories
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About this episode
Professor Aswath Damodaran joins 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. Aswath Damodaran on X https://x.com/AswathDamodaran Musings on Markets https://aswathdamodaran.blogspot.com/ Revisiting the SpaceX Valuation: A Post-Prospectus Update https://aswathdamodaran.blogspot.com/2026/06/a-weeks-ago-i-assessed-value-of-spacex.html The Big Market Delusion: Valuation and Investment Implications…