Howard Marks is one of the sharpest financial minds alive. The man has been thinking clearly about markets for fifty years, has written memos that get passed around Wall Street like sacred texts, and has outlasted more market cycles than most of us have had hot dinners. So when Howard Marks decides he needs to get educated about artificial intelligence to write a follow-up to his December memo, he does what any serious intellectual would do: he asks Claude.
And then Claude — the AI — teaches him about Claude.
I’ve been sitting with this for a few days and I’m still not entirely sure whether it’s profound or just very, very funny. Maybe both. Probably both.
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