# REPLAY: Second Quarter Review — with Aswath Damodaran, Scott Galloway, & Ed Elson

> Source: <https://www.profgmedia.com/p/replay-second-quarter-review-with>
> Published: 2026-08-04 16:31:55+00:00

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.

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