AI Hurtles Ahead
发布时间 2026-02-26 05:00:00 来源
摘要
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).
GPT-4正在为你翻译摘要中......
