The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Prof G Markets
Navigating the Complexities of Tech Valuation
This chapter explores the rapid rise of prominent tech companies, particularly in the areas of artificial intelligence and data analytics, while addressing the skepticism surrounding their business models. The discussion contrasts the investment dynamics of companies like Palantir and NVIDIA with political influences affecting market perceptions, revealing the challenges and complexities in understanding their valuations. It also examines the implications of global tariffs and the evolving landscape of U.S. capital markets, advocating for a reassessment of traditional investment strategies in light of international influences.
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