{
  "generatedAt": "2026-10-22T03:46:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "aswath-damodaran",
  "name": "Aswath Damodaran",
  "role": null,
  "url": "https://deepstack.ltd/people/aswath-damodaran/",
  "api": "https://deepstack.ltd/api/v1/entities/people/aswath-damodaran.json",
  "summary": "Aswath Damodaran is named in 3 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.",
  "parts": [
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 12,
      "headline": "The Model Is Not the Price",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    },
    {
      "part": 16,
      "headline": "The Seller Holds the Paper",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Citing Aswath Damodaran, Silverio says that price would require about $1.2 trillion of annual revenue inside a decade, while everything sold under the AI label adds up to roughly $250 billion today.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 12,
      "section": "Lede",
      "excerpt": "Mia Silverio of Prof G Markets, on October 5, set the $2 trillion valuation Anthropic is said to seek against Aswath Damodaran's estimate, which she relays, of an AI products and services market near $250 billion; nearly a quarter of Anthropic's 2025 revenue, by her count, came from two customers, and 47% of sales ran through Amazon and Google.",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    },
    {
      "part": 16,
      "section": "Two labs carry the chain",
      "excerpt": "Citing Aswath Damodaran, she wrote that such a valuation needs $1.2 trillion of annual revenue within ten years, against a current market for AI products and services of about $250 billion.",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "sides": [],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}