NYU’s Aswath Damodaran says the AI trade should now be split into two camps: builders and suppliers, as the disruption matures. Recent volatility has revived th

NYU’s Aswath Damodaran says the AI trade should now be split into two camps: builders and suppliers, as the disruption matures. Recent volatility has revived the debate, alongside a shift toward unconventional valuation metrics for fast-growing AI firms.