Is It a Bubble?

The Memo by Howard Marks vor 8 Monaten

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In his latest memo, Howard Marks addresses the much-asked
question, “Is there a bubble in AI?” He identifies the
uncertainty associated with AI investments and the conspicuous
parallels to previous bubbles, while also acknowledging why those
comparisons could be inappropriate. Given AI’s vast potential but
numerous unknowns, no one can say for certain whether investors’
current enthusiasm is merited or irrational. Thus, Howard
emphasizes the importance of prudence and selectivity in
navigating this transformative yet unpredictable technological
revolution.

You can read the memo here
(https://oaktreecapital.com/insights/memo/is-it-a-bubble).