Damodaran: consumer AI is a Google vs Meta game, OpenAI the wild card, enterprises go Pltr-Nvidia
pdamodaran · x · 2026-09-19
Valuation professor Aswath Damodaran weighs in on Meta's Muse-style AI: no one needs to teach it user engagement — distribution decides consumer AI, making it a game between Google and Meta, with OpenAI as a wild-card entry and the rest done.
- On the enterprise side, he sees it as a Palantir-NVIDIA game of open-source models and sovereign AI
- Events over the past week, he argues, have confirmed this split
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