Since ChatGPT's public launch in November 2022, artificial intelligence (AI) has become a central topic in business and investment discussions. While proponents highlight its vast market potential, sceptics question whether the substantial capital investments driving AI's growth will ultimately deliver sustainable returns.

Join Professor Aswath Damodaran for a thought-provoking session that moves beyond the hype and scepticism surrounding AI to examine its underlying business fundamentals. Drawing on a structured business framework, Professor Damodaran will explore how investors and business leaders can assess AI's opportunities, economics and long-term viability.

The discussion will examine the potential market for AI products, the economics shaping the industry, including unit economics, economies of scale and competitive moats, as well as the business implications of growing resistance to AI's expansion.

Professor Damodaran will also address some of the industry's most pressing questions: Could OpenAI and Anthropic become trillion-dollar companies? Can the enormous capital expenditure by technology hyperscalers generate sufficient returns?

Gain valuable insights into evaluating AI through a business and investment lens, with a clearer understanding of its commercial potential, competitive dynamics and economic challenges.