# Aswath Damodaran

Type: Person

Source: Space & Defense Intelligence Brief — https://getspacebrief.com/entity/aswath-damodaran
Canonical HTML page: https://getspacebrief.com/entity/aswath-damodaran

## Recent coverage (1 stories)

### Grantham: SpaceX’s $28.5T TAM Promise Is ‘Fabulous BS’ — Stock Drops 32%
2026-07-01 00:07:09 · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Legendary bubble-spotter Jeremy Grantham has called SpaceX’s public-market promises a “fabulous BS story,” comparing its asteroid-mining narrative and AI hype to the peak of a bubble. For the space and defense industry, the warning raises questions about how much of commercial space’s valuation is driven by genuine innovation versus unsustainable speculation.
Full story: https://getspacebrief.com/story/grantham-spacex-space-bs-bubble

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