Oaktree Capital Memos company blog
Is it a bubble?
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.
- Points
- 336
- HN comments
- 569
- Submissions
- 1
- Cited by
- 0 commenters
On Hacker News
| Submitted | Title on HN | Points | Comments |
|---|---|---|---|
| Dec 10, 2025 | Is it a bubble? by saigrandhi | 336 | 569 |
