In his latest memo, Howard Marks, Co-Chair of Oaktree and Chair of Brookfield's Investment Solutions Group, revisits the topic of artificial intelligence, describing it as both deeply consequential and highly unpredictable. He addresses 11 questions that surround investing in AI, including who will profit and what it means for the credit markets. Howard points out that while these questions can’t be answered definitively, the presence of uncertainty doesn’t mean investors can or should ignore AI: it’s simply too important for that.
Zerohedge running a paywalled article titled:
"Claude Rates Anthropic A 2 Out Of 10: Howard Marks Asks AI What It Thinks Of AI, Days Before The $1 Trillion IPO"
https://www.zerohedge.com/markets/claude-rates-anthropic-2-o...
This podcast appears to be the source:
https://podcasts.apple.com/us/podcast/a-layman-thinks-about-...
In his latest memo, Howard Marks, Co-Chair of Oaktree and Chair of Brookfield's Investment Solutions Group, revisits the topic of artificial intelligence, describing it as both deeply consequential and highly unpredictable. He addresses 11 questions that surround investing in AI, including who will profit and what it means for the credit markets. Howard points out that while these questions can’t be answered definitively, the presence of uncertainty doesn’t mean investors can or should ignore AI: it’s simply too important for that.