AI Hurtles Ahead

The Memo by Howard Marks vor 6 Monaten

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In his latest memo – occasioned by massive changes he cites in
just the 11 weeks since the last one – Howard
Marks revisits the subject of AI, providing his observations
on its essence and how it differs from previous technological
innovations. He highlights AI’s immense power, speed, and
autonomy; its limitations; and its potential implications for
investing. He expresses conviction that AI is far from a fad, but
also that investors must view its transformational potential
against an assessment of the appropriateness of the prices of AI
assets.

You can read the
memo here (https://oaktreecapital.com/insights/memo/ai-hurtles-ahead).