Howard Marks on AI's Pace and Levels

This week, the global AI conversation hit a new level. From investor memos to viral economic doomsday scenarios, the debate is shifting from “Is AI real?” to “What happens if it actually works?” In this episode, we break down the “2028 Global Intelligence Crisis” thesis, the market’s dramatic reaction, and the growing divide between AI-as-doom-loop and AI-as-productivity-explosion narratives. We explore whether efficiency is destiny, why human preferences may matter more than we think, and what a “Schrödinger’s Apocalypse” really means for the economy.

Sources:

https://x.com/Citrini7/status/2025668400396349476

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