{"slug": "replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson", "title": "REPLAY: Second Quarter Review — with Aswath Damodaran, Scott Galloway, & Ed Elson", "summary": "In a replay of the Second Quarter Review, Aswath Damodaran, Scott Galloway, and Ed Elson discussed the potential for an AI correction, citing a lack of transparency in Big Tech's business models and the hype driving cross-holdings in startups like OpenAI and Anthropic. Damodaran emphasized the need to properly value these companies amidst the noise.", "body_md": "Are we heading for an AI correction? Scott and Ed are joined by Professor Aswath Damodaran to unpack the lack of transparency in Big Tech's business models, the hype driving cross-holdings in startups like OpenAI and Anthropic, and how to properly value these companies amidst the noise.\n\n*Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.*", "url": "https://wpnews.pro/news/replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson", "canonical_source": "https://www.profgmedia.com/p/replay-second-quarter-review-with", "published_at": "2026-08-04 16:31:55+00:00", "updated_at": "2026-08-04 16:53:12.770688+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-ethics", "ai-startups"], "entities": ["Aswath Damodaran", "Scott Galloway", "Ed Elson", "OpenAI", "Anthropic"], "alternates": {"html": "https://wpnews.pro/news/replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson", "markdown": "https://wpnews.pro/news/replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson.md", "text": "https://wpnews.pro/news/replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson.txt", "jsonld": "https://wpnews.pro/news/replay-second-quarter-review-with-aswath-damodaran-scott-galloway-ed-elson.jsonld"}}