Howard Marks
speaker
431 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Howard Marks’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
My First Million · Howard Marks: how I make money while you worry about a market crash · 15 Jul 2026
podcast
If you wait until you have nothing to be afraid about, probably the opportunity has passed.
Well, the story is very simple.
I have this son named Andrew.
He's a VC.
He's dealing with AI every day.
His companies use AI.
Some of them create AI, et cetera.
I had written the first memo around December 9th, as I recall.
And then in early February, he said, Dad, so much has happened.
You have to update the memo.
And so I rewrote the memo entirely.
It depends on your definition of emotional.
I upgraded my opinion of AI and its potential because its ability to talk about its own strengths and weaknesses, to use humor, to
put information in the context of me, to use what it knows about me.
And you know, this is really exceptional stuff.
There's a quality to AI, or more than one quality, which are unprecedented, in my opinion.
The first, the obvious one, is autonomy.
All the other technological innovations from the railroad to computers to the internet, et cetera, were all tools or things to speed up and increase productivity.
There's never been anything with the quality of autonomy.
The idea that you can give it a job and not tell it how to do it and it'll figure it out.
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