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Aswath Damodaran @AswathDamodaran · 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
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