What Aswath Damodaran thinks about America

@aswath-damodaran · 15 positions · On ppll ↗

Professor of finance at NYU’s Stern School of Business, known for his work on valuation. Publishes his valuations, spreadsheets and data openly at Musings on Markets, and revises them in public when the numbers move against him.

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Only Aswath Damodaran on America. See everyone on America

1 dated position, 2026, in their own words. Our reading of what Aswath Damodaran has said — not written or endorsed by them.

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20 Aug 2026

Our readingAI’s total addressable market in the United States cannot exceed what American employers pay their employees, about $13 trillion a year.

Their wordsI would argue that AI's total addressable market, in the US, cannot be greater than $12.96 trillion, the total employee compensation in 2025

↗AI’s Bar Mitzvah Moment: From Hype & Hope to Business Questions!aswathdamodaran.blogspot.com 1st of 3 in this piece