wall-street
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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.