What Aswath Damodaran thinks about OpenAI
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.
Everything they publish, on ppll ↗
Aswath Damodaran did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
2 dated positions, 2025 to 2026, in their own words. Our reading of what Aswath Damodaran has said — not written or endorsed by them.
-
Our readingThe trillion-plus prices rumoured for OpenAI and Anthropic ahead of their listings look rich.
Their wordsI will confess that the rumored pricing for both companies ($1.5 to $ 2 trillion) looks rich, but I am open to being surprised
↗AI’s Bar Mitzvah Moment: From Hype & Hope to Business Questions!aswathdamodaran.blogspot.com 2nd of 3 in this piece
- 9 months earlier
-
Their wordsI think that the pathway that you would need (in terms of revenue growth and profitability) to justify Nvidia's and OpenAI's current pricing is improbable, but that is just my view
↗Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?aswathdamodaran.blogspot.com 4th of 4 in this piece