investment
4 articles
The Investor Who Manages $180 Billion Had Claude Write His Memo — Three Months Ago He Asked 'Is This a Bubble?' Now He Says 'It's Underestimated'
Oaktree's Howard Marks went from 'Is AI a bubble?' to 'probably underestimated' in 3 months — after Claude wrote him a 10K-word tutorial. Level 3 agents = multi-trillion dollar labor replacement. His advice: don't go all-in, but don't sit this out.
The 2028 Global Intelligence Crisis: An Economic Autopsy from the Future
Investment research firm Citrini Research spent 100 hours writing a fictional '2028 Macro Memo': AI gets too good → white-collar layoffs → consumer spending collapses → mortgage crisis → S&P drops 38%. Not a prediction — a scenario. But each step is logical enough to make you uncomfortable. 9,400+ likes, viral across the internet.
A $150K Job Replaced by $500/Month in AI: One Man's Guide to Agent-ifying Your Workflow
An investment research KOL turned his entire workflow into an AI Agent system — daily work dropped from 6 hours to 2, output tripled, and it costs $500/month to replace what used to need a 5-person team. Here's exactly how he built it.
A Vertical SaaS Veteran's Confession: The $1 Trillion Wipeout Is Justified — But the Timing Is Wrong
Fintool/Doctrine founder Nicolas Bustamante dissects the SaaS crash, using a decade of experience. He identifies 10 moats, analyzing which LLMs destroy vs. survive. His verdict: 5 key competitive moats are destroyed. He also offers a 3-question framework for SaaS survival.