AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist.

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investing Putting money into markets on purpose: what a portfolio is for, whether active management earns its cost, and what money is actually a means to.

In the views oninvestingunder our view: Nobody can tell whether the AI boom is a bubble while it is still inflating

What Aswath Damodaran actually said

Aswath Damodaran 3 Dec 2025 Professor of finance at NYU’s Stern School of Business

the delusion comes from the reality that if you aggregated these breakeven revenues across companies, the market is not big enough to sustain all of them

Where this was said

↗Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?aswathdamodaran.blogspot.com

3 Dec 2025

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