Quote · Excess Returns

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion

Explore episode Jun 19, 2026

What Apple's doing is a very different way of approaching the AI market. More restrained. And I think a lot of analysts and investors are down on Apple for that reason, which is how come you're not jumping in with both feet? And I think they have a basis for their strategy reflective of Tim Cook's personality.

Aswath Damodaran

The Trillion Dollar Gap | Aswath Damoda…

Where this was said

Why the biggest AI market stories could be scary for society

At 41:20 · chapter starts 41:00

Nvidia and Micron have risen on AI tailwinds, but whether this is structural or cyclical depends entirely on what the final AI market looks like in terms of TAM and margins.

Similar quotes

I think young people will go on Discord more than they check their emails. So for step 5, another thing you want to do is turn all of your early users into potential advocates for your product.

Sam

I built a $14K/month SaaS using Discord…

I opened up a notepad and I blurted out on the ChatGPT voice mode my whole idea. So I was given a bunch of code and I was just copying it back and forth into notepad.

Sam

I built a $14K/month SaaS using Discord…

You need to initially bet on yourself, think that, okay, cool, I'm going to have 100,000 users building my tool. And you want to have the frameworks behind that and you might not know them, but when you tell Cursor to think that way, it will change its mindset in the way it prompts you to do things.

Sam

I built a $14K/month SaaS using Discord…

I thought, okay, why not spend a weekend to just try and figure out like what this AI thing is. The best way for me to learn is to build something with it.

Bhanu

The Marketing Playbook That Grew My App…

If I want to create a new tool, it takes less than 5 minutes for me to do it because I already have all these tools. I can just tell Cursor, okay, look at these free tools. Now in a similar way, create this new free tool.

Bhanu

The Marketing Playbook That Grew My App…

If you know your users are falling off during onboarding, then you know which screens aren't selling your app well enough. If you track all of the feature clicks on your app, you can identify your app's most compelling value proposition and then communicate that in your marketing.

Yali

Why Product Is Better Than Distribution…

A hard paywall is unskippable.

Guest

Two pricing strategies for mobile apps …

For these tool-focused apps like PuffCount, ads don't really work because you're not expecting the user to be on your app for a super long period of time.

Guest

Two pricing strategies for mobile apps …

In my first games, I monetized through ads because people were on the app all the time. They were playing the game a lot. So the ads worked well for Grid and Wordle.

Guest

Two pricing strategies for mobile apps …