Prof G Markets The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
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Feb 6, 2025 
In this engaging discussion, Aswath Damodaran, a finance professor at NYU Stern and renowned valuation expert, shares insights into the evolving AI landscape, particularly focusing on Palantir's potential to lead the market. He explores the disruptive impact of DeepSeek and its implications for traditional valuations. Reflecting on recent tariffs, Damodaran offers his perspective on whether Tesla and Nvidia may be overvalued and critiques Intel for its market punishment. It's a deep dive into how tech dynamics are reshaping investment strategies.
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Disney World Mishap
- Scott Galloway was at Disney World for a healthcare conference.
- He humorously recounts being mistakenly introduced as the CEO of the company hosting the conference.
Tariffs and Brexit
- Trump's tariff threats resemble Brexit, where a nation overestimates its economic power.
- The U.S. significantly relies on Canada, Mexico, and China for imports, making tariffs potentially damaging.
Palantir's Story
- Palantir's success is partly due to its opaque nature and the CEO's compelling storytelling.
- They strategically aligned with the U.S. Department of Defense and embraced a different narrative than other tech companies.