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How? What are you smelling? His article on the AI bubble analysis is pretty water tight. https://www.oaktreecapital.com/insights/memo/is-it-a-bubble https://ww
by kooi 28d ago
How? What are you smelling?
His article on the AI bubble analysis is pretty water tight. https://www.oaktreecapital.com/insights/memo/is-it-a-bubble https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
- verdverm 28d agoit drones on and on, it lacks a coherent train of thought I assume it is agent written, slop regardless I'd be very hesitant to call a piece of writing about Ai "watertight" when the author starts with > I want to start off with my usual caveats: I’m not active in the stock market; I merely watch it as the best barometer of investor psychology. I’m also no techie, and I don’t know any more about AI than most generalist investors. But I’ll do my best. Sampling the author's priors also shows low quality imo