The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Prof G Markets
The Shifting Narrative of AI Market Dynamics
This chapter examines the recent incident involving DeepSeek and its impact on perceptions within the AI market. It explores how this disruption is prompting a reevaluation of market valuations and competitive dynamics, drawing parallels to the fable 'the emperor's new clothes.' The discussion highlights the emergence of lower-cost AI solutions, the bifurcation of the market, and the implications for traditional players and new entrants alike.
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