The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Prof G Markets
00:00
Valuation: The Bridge Between Stories and Numbers
Valuation education emphasizes the interplay between storytelling and quantitative analysis, reflecting real-time changes in narratives. Classroom discussions highlight the necessity for students to adapt to evolving information and contexts while valuing companies. The case of DeepSeek serves as a pertinent example of how sudden developments can reshape perceptions within the AI industry, analogous to the fable of the emperor's new clothes, where unacknowledged truths can challenge accepted narratives.
Transcript
Play full episode
