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The Corporate Lifecycle + The Market’s Fallen Heroes —

43 Less than a minute
The Corporate Lifecycle + The Market’s Fallen Heroes —

The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran | Prof G Markets

#Corporate #Lifecycle #Markets #Fallen #Heroes

“The Prof G Show – Scott Galloway”

This week on Prof G Markets, Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also…

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43 Comments

  1. To miss the ball on Palantir (foundry AIP services) and Teslas FSD as PRIME examples of putting AI to profitable use is shocking. Really. Who cares about OpenAI

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  2. I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Katherine Storch for helping me achieve this..

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  5. Findings based on millions of deaths suggest that shorter, smaller bodies have lower death rates and fewer diet-related chronic diseases, especially past middle age. Shorter people also appear to have longer average lifespans.

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  6. Great discussion and learnt a lot from their collective wisdom. In particular, I am amused by their futile effort (& frustration) to pin down what OpenAI is. Think Netscape. Hardly any traits left of this company. It awakened the world to what this “Internet” thing can do. And it changed the world. Similarly, OpenAI is a catalyst, sparking global awareness and innovations in AI. It may or may not enrich the investors at the end. But it has changed the world. Every business has to adapt to this new world.

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  11. Great guest and should be a good one for SG to speak with, hoping for something a little deeper than I get on CNBC him.
    Personal opinion is that our economic 'growth' model is misguided and long term unsustainable; AND that the necessity for growth undermines their focus on making good products and selling them at fair prices; the story of Sealy and Serta, old mattress makers in the US illustrates it, basically you can have a healthy, big, established, low growth company; and it will be in someones best interest to buy you and run the business in a way that will be short term profitable and long term destructive. John Deere might be a current example of companies being more interested in the magic 'growth' than in their product's quality and their customer needs. Guest would have a much better understanding of this than I do.
    It's sort of like how if poor people make themselves a nice safe neighborhood they don't get to stay there because people with more money will buy it up. Take it from the man.
    8:00 Guest is in form explaining how we glorify growth, glorify empire building.
    AI questions: who is clamoring for it? do I have a choice? I'm sure I don't want it in my life and how will it not be a way for rich people to gain more control of poorer people and manage our society towards their wishes? Can we put AI to work solving income inequality or rebuilding communities? At least the internet had a nice story in the 90's, I remember a salesman explaining surfing from page to page on the world wide web and how it would let people connect in all sorts of new ways and break down all the distance barriers we've been historically living with. Turned out pretty mixed, due to corporate dominance of the space, imo. Think if the internet was run more like a public library (I love public libraries) with some chinese walls for the corporations? This is really good content from the guest, AD, I'll say.
    38:30 Key insight, "The S&P now is a global portfolio" meaning owning it is like owning a big cap international fund. The consequences of that? Seems to me our corporate titans would be more interested in the health of the global economy as a whole and would gladly trade off global growth for US stagnation if the numbers add up. It's like all the old relationship are breaking down. My new thought is "don't fight the fed, own gold instead" because the fed and treasury are in the job of managing the fiscal what? decay? situation I'll say, which leaves inflation always an increasing menace and the de-dollarization story is being widely told. Interesting times.
    On societal model is people mostly work for corporations and the government; the government mostly works for the corporations that fund the political contests; corporations need to grow and their profit is what they make on top of their inputs so the cheaper the inputs the more potential profit; labor is an important input so corporations want the most labor for the least money or better to say cost. So corporations are in the business of maximizing their labor productivity while minimizing the compensation they pay that labor. That's how we get seasonal nomadic workers stepping and fetching for Amazon. It's an ugly model. Maybe it's just the private prison model re-imagined for all of us.
    I admire the intellectual Indians (assumption here, see Amia Srinivasan or the lady who wrote 'god of small things') because their culture incorporates yogic wisdom rather than christian philosophy and that stuff puts you on a much better footing to understand the world: all is illusion. Think of salt; it's all salt, your body needs it and people like it, if the only water you have to drink is salt water it's something different. If you harvest salt by the sea you'll view 'salt' differently, and if you mine it out of a cave you'll view it differently than the person by the ocean; it can be used to torture people. It is not this and it is not that. The baghavad gita is a way better roadmap to a resolved existence than the bible in this day and age. Good luck out there.

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  19. A study discovered 8% of China’s population share genetics with Genghis Kahn. The reason could be they had access to conquered territories women and they basically killed all other men

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  22. I am not among the legion of Elon fans but I believe Tesla is will emerge as the leader in AI. They have the clearest and most urgent application for AI, that is FSD. They want to create the moat, so they are hugely incentivized

    Reply

  29. I did the same thing in grad school. He's right: Tall, decent looking, high (enough) IQ were keys. Demand increased because the doc who ran the clinic said that my swimmers had their highest "success" rate. It was good $$ and sort of a case of "waste not, want not". I stopped when a lawyer advised me of the potential future liability. Hopefully I have some Rhodes Scholars out there and no serial killers.

    Reply

  30. Powell Pressure? Mr. Bankruptcy says he wants to take over World Bank and run the Fed daily😱
    Mnuchin could have been worse, only PPP/EIDL and $7.8 Trillion overspend on Zero Fed rate.

    Reply

  32. As much as I respect Damodaran, I think Prof G is right on this. Nvidia does not have a moat. Any company, Intel, AMD, Qualcomm even Google can build massively parallelized tensor chips. Obviously efficiency is the name of the game but at this point yet, investors are still pouring in money so the effect of efficiency is less important. Supply bottleneck is more of a problem. So companies have some leeway to make their chip as efficient as Nvidia.

    I think if any company is going to make money out of this, it'll be Apple and/or Google. They have the end user reach which means they have the end user data which means they can massively improve people's life instead of simply answering mundane questions. Google is also in a unique position as it builds Tensor CPUs and also has its own LLM division and a lot of productivity products being used billions of people.

    If Google can't capitalize on this, it is on them, mostly on Pichai's head. Apple also needs to up its game and again it'll be on them if they miss out on this. If Google comes with amazing assistant devices, Apple's lead in US will erode. Microsoft has also the potential but they're more limited in the sense that the computers are not as personal as mobile devices and they're not always next to you to be useful at any time of the day.

    Reply

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