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Damodaran on Situational Awareness: The problem isnt the AI bet, its what conviction does to position sizing
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Damodaran on Situational Awareness: The problem isnt the AI bet, its what conviction does to position sizing

opalesque
1 month ago
Matthias Knab, Opalesque for New Managers: Aswath Damodaran, the NYU Stern valuation professor whose annual data updates have become a fixture of the finance calendar, published a post-mortem on the Situational Awareness collapse on August 10. Readers expecting a takedown will not find one. Readers ...

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