Aswath Damodaran ✓

@AswathDamodaran · New York & San Diego · joined 19 Apr 2009

Fascinated by finance & markets and like writing about them, but teaching is my passion.

510 477Followers

3Following

3 386Posts total

777.2KViews on collected posts

Against accounts of the same size

30 posts from the last 90 days, next to the 100K–1M follower range. below its peers on both reach and engagement.

Median views6 481this account4 404median for 100K–1M

Reach, %1.27%this account1.84%median for 100K–1M

Engagement, %0.43%this account1.47%median for 100K–1M

Metric	This account	Median for 100K–1M	Ratio
Median views per post	6 481	4 404	1.47×
Reach (views ÷ followers)	1.27%	1.84%	0.69×
Engagement rate	0.43%	1.47%	0.29×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

29.3K20 Aug

8.9K

7.6K

12.7K

6.6K

6.3K

6.2K

5.3K

5.4K

13.9K

13.6K

41421 Aug

62.1K1 Sep

87K2 Sep

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.42%20 Aug

0.46%

0.43%

0.28%

0.39%

0.47%

0.38%

0.43%

0.50%

0.22%

0.31%

0.24%21 Aug

0.52%1 Sep

0.67%2 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.47%.

What the audience does

Likes50.3%3 853 in total

Reposts5.5%422 in total

Replies2.0%156 in total

Quotes0.7%51 in total

Bookmarks41.5%3 184 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

I use this Vinod Khosla tweet with apologies to Vinod, since tweets are often out-of-context or emotive, to launch a discussion on the trade-off between scaling up and building business models (profitability) that every business faces. https://t.co/KZSXWPEXK7 https://t.co/r6vXexZ 87K views · 526 likes · 39 reposts · 15 replies 02 Sep 2026 The spotlight was on US treasuries, in August 2026, as 10-year and 30-year rates edged towards highs not seen since 2008. US equities still had a good month, with the S&P up 2.6%, pushing the equity risk premium down to 4.09%. https://t.co/NVHfXGQF7s https://t.co/v7jsE7sUV4 62.1K views · 272 likes · 34 reposts · 10 replies 01 Sep 2026 @AswathDamodaran Cisco never got back to its March 2000 high. The buildup winners and the business winners are different stocks. 414 views · 1 likes · 0 reposts · 0 replies 21 Aug 2026 I developed this framework to make sense of the AI debate, but I am clear eyed about what it will not and will do. It will not price companies for me or tell me what the TAM for AI is, but I can use it to estimate both. https://t.co/q4WKRGNGhr 13.6K views · 37 likes · 3 reposts · 2 replies 20 Aug 2026 You can use the linked spreadsheet to back out what you will need in revenues to justify the pricing of any AI company or the cap ex of any hyperscaler. https://t.co/D29xkTLjAa 13.9K views · 28 likes · 1 reposts · 2 replies 20 Aug 2026 With Anthropic, allowing for 30% after-tax operating margins and a cost of capital of 10%, you will need $1.2 trillion in revenues if the business matures in ten years and $2 trillion if you have to wait 15 years. https://t.co/CuCG8ZjefQ 5.4K views · 22 likes · 4 reposts · 1 replies 20 Aug 2026 Looking at AI as a consolidated business, and using a melded after-tax operating margin of 20%, you will need $5 trillion in revenues in year 10 to justify a pricing today of $5 trillion and almost $8 trillion if it will take 15 years. https://t.co/fyWSs4qSvB 5.3K views · 20 likes · 2 reposts · 1 replies 20 Aug 2026 AI is creating a backlash because of its real estate footprint, worries about data privacy and job loss and concerns that it will make income inequality worse, and it will show up as restrictions, constraints and taxes for AI businesses. https://t.co/q4WKRGNGhr 6.2K views · 21 likes · 1 reposts · 2 replies 20 Aug 2026 If your immediate concern is deciding whether Anthropic is worth $2 trillion (rumored IPO pricing) or whether the hyper scalers will make back their money on $2 trillion plus in cap ex, you can try reverse engineering how much revenue you will need to break even at those prices. 6.3K views · 26 likes · 3 reposts · 1 replies 20 Aug 2026 The profitability of AI products will depend on business models adopted by AI businesses, with usage beating out subscription, and unit economics where lower token cost effects are being offset by token usage in more powerful models. https://t.co/q4WKRGNGhr https://t.co/KdvpRLieG 6.6K views · 24 likes · 1 reposts · 1 replies 20 Aug 2026 The components that go into building a business are universal, and start with an assessment of where revenues will go, what profitability will look like & how much reinvestment will be needed to get to your destination. https://t.co/q4WKRGNGhr https://t.co/HI31shQVMB 12.7K views · 33 likes · 2 reposts · 1 replies 20 Aug 2026 While there is room for disagreement, there are hard limits on how big the AI market can be, with total operating expenses at all companies last year and total wages paid to employees by all businesses as limiting points. https://t.co/q4WKRGNGhr https://t.co/YN50mFzpqf 7.6K views · 29 likes · 2 reposts · 2 replies 20 Aug 2026 The total market size for AI will depend on whether you think it is tool or employee replacement, whether it will target just high-priced employees or all of them, and its reach across industries and geographies. https://t.co/q4WKRGNGhr https://t.co/6aW8NZtmry 8.9K views · 34 likes · 3 reposts · 3 replies 20 Aug 2026 Revolutionary change moves through a cycle from hype & hope to an investing build-up to building businesses to a recalibration. Each phase brings new players and challenges, and AI seems to be entering the business building phase- it's bar mitzvah moment is here. https://t.co 29.3K views · 105 likes · 13 reposts · 4 replies 20 Aug 2026 It has been less than four years, since ChatGPT made its public debut, but talk of AI has taken over business, investing and even personal conversations. The AI debate, though, has gone off the tracks as people talk past each other and distractions about. My attempt to make sense 243.5K views · 1.7K likes · 218 reposts · 43 replies 20 Aug 2026 @AswathDamodaran It seems like a mention of the Kelly criterion is missing from your post. What was a full Kelly at Situational Awareness at peak? What was public portfolio covariance? Ed Thorp: "Even when there is an edge, beyond some threshold, larger bets will result in lowe 1.6K views · 14 likes · 0 reposts · 0 replies 11 Aug 2026 Lesson 3 from Leo: The legend of smart money persists, but it is has never been that smart, and its self regard leads it attaches more precision to its convictions than merited by the facts. I would rather entrust my savings to humble money. https://t.co/B0g81dN0W4 10.4K views · 23 likes · 4 reposts · 5 replies 11 Aug 2026 Lesson 2 from Leo: Momentum is a wild card in every investment strategy, no matter how well thought through. The rise and fall of Leo's hedge fund may have as much to do with momentum, and its shifts, as it has to do with AI. https://t.co/B0g81dN0W4 10.1K views · 14 likes · 0 reposts · 4 replies 11 Aug 2026 Since pricing uncertainty is higher at younger companies, and market pricing catalysts are fewer & less decisive, concentration and leverage make more sense when investing in mature businesses than younger ones. https://t.co/B0g81dN0W4 https://t.co/2vnNpTMdgz 2K views · 10 likes · 1 reposts · 1 replies 11 Aug 2026 Lesson 1 from Leo: Mismatching investment conviction and investment actions is a pathway to ruin. Leo's sin was not that he made a risky AI bet but that he funded that bet with debt more in line with a safe bet. https://t.co/B0g81dN0W4 1.8K views · 8 likes · 1 reposts · 2 replies 11 Aug 2026 The strength of conviction will vary across investments and investors, depending on the investment itself, the market it is traded in and investor characteristics (smartness, self confidence & trading record). https://t.co/B0g81dN0W4 2.1K views · 7 likes · 0 reposts · 2 replies 11 Aug 2026 Stronger conviction matters in investing because it determine the sizing of an investment (more conviction = more concentration) and the use of leverage (more conviction = more leverage). https://t.co/B0g81dN0W4 https://t.co/D3EQs95K5D 2K views · 7 likes · 0 reposts · 1 replies 11 Aug 2026 To evaluate where conviction comes from, it makes sense to start with the structure of the thesis for a good investment - a perceived mispricing by the market, the wait until the market sees it as well and the correction. https://t.co/B0g81dN0W4 https://t.co/uXuBqymd1Y 2.3K views · 10 likes · 0 reposts · 1 replies 11 Aug 2026 Investment conviction measures how strongly you feel about a good investment paying off, and it falls in a continuum from absolute certainty to confused mush. https://t.co/B0g81dN0W4 https://t.co/AaCbBXs2pa 2.4K views · 9 likes · 0 reposts · 1 replies 11 Aug 2026 Investment conviction enters the story because Leo's bet on AI was a big one, but not unique, but his use of immense amounts of debt suggests that he had strong conviction in his own story. https://t.co/B0g81dN0W4 2.7K views · 9 likes · 0 reposts · 3 replies 11 Aug 2026 The story unraveled in four weeks in July, as the fund lost two thirds of its public equity value, and leverage forced the fund to close on July 29, with Citadel picking up the public holdings. https://t.co/B0g81dN0W4 https://t.co/YHT4GV9oGN 3.3K views · 10 likes · 0 reposts · 1 replies 11 Aug 2026 Even at that peak, the story came with caveats: two years is a blink in market time, the returns were being supercharged with leverage and the 2/20 fee structure is an abomination encouraging bad risk taking. https://t.co/B0g81dN0W4 5.8K views · 17 likes · 1 reposts · 2 replies 11 Aug 2026 The meltdown of Situational Awareness, Leo Aschenbrenner's hedge fund, has created a host of takes. I use the story as a lever to talk about investment conviction, a quality that can be a good one, but one that can create collateral damage. https://t.co/B0g81dN0W4 128K views · 482 likes · 52 reposts · 20 replies 11 Aug 2026 Leo's bet was that AI would not only pay off big, but it would do so quickly, and his fund bets reflected that story. On June 19, 2026, the fund stood at $45 billion, up almost 370% in the prior year. https://t.co/B0g81dN0W4 https://t.co/GVA4iJEfFh 11.2K views · 31 likes · 2 reposts · 3 replies 11 Aug 2026 The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching 82.9K views · 346 likes · 35 reposts · 22 replies 01 Aug 2026

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