Oaktree Capital Memos

Oaktree Capital Management: Global investment firm specializing in alternative investments, delivering superior risk-adjusted returns with a value-oriented approach.

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Is it a bubble?

2025336 points569 comments Tech Industry & Business details

In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence.