AI Hurtles Ahead

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 (

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AI Hurtles Ahead is an episode from The Memo by Howard Marks by Oaktree Capital Management.

This episode is 00:46:22 long.

This episode was published on Feb 26, 2026.

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