investment
3 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
Citrini Research spent 100 hours writing a fictional 2028 Macro Memo: AI gets too good, white-collar layoffs hit, spending collapses, mortgages crack, and the S&P drops 38%. Not a prediction, but logical enough to be uncomfortable.
He Used $500/Month in AI to Do Work Valued at RMB 1.5M a Year: XinGPT's Agent Workflow Guide
XinGPT says his AI Agent system cut daily routine work from 6 hours to 2, raised output by 300%, and costs $500/month in API fees plus 1 hour of daily review.