{"id":995585,"date":"2026-02-28T09:05:05","date_gmt":"2026-02-28T03:35:05","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=995585"},"modified":"2026-02-28T09:36:06","modified_gmt":"2026-02-28T04:06:06","slug":"5-reasons-oaktree-capitals-howard-marks-says-ai-is-no-longer-a-bubble-but-a-substitute","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/02\/28\/5-reasons-oaktree-capitals-howard-marks-says-ai-is-no-longer-a-bubble-but-a-substitute\/","title":{"rendered":"5 reasons Oaktree Capital\u2019s Howard Marks says AI is no longer a \u2018Bubble\u2019 but a \u2018Substitute\u2019"},"content":{"rendered":"<p>Three months ago, Howard Marks, co-chairman of Oaktree Capital Management, wrote a memo asking whether artificial intelligence was a financial bubble. He has come back with a follow-up, and the answer is no longer tentative. In a memo titled \u2018AI Hurtles Ahead,\u2019 released February 26, 2026, Marks and Oaktree lay out a striking case: AI has crossed from productivity tool to autonomous agent, and the world has not yet caught up with what that means. <\/p>\n<p>The memo, written partly in collaboration with Anthropic\u2019s AI model Claude, covers AI\u2019s technical foundations, recent capability jumps, what it means for investing, and why the social consequences could be more destabilising than anything technology has done before.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Three months ago, Howard Marks, co-chairman of Oaktree Capital Management, wrote a memo asking whether artificial intelligence was a financial bubble. He has come back with a follow-up, and the answer is no longer tentative. In a memo titled \u2018AI Hurtles Ahead,\u2019 released February 26, 2026, Marks and Oaktree lay out a striking case: AI has crossed from productivity tool to autonomous agent, and the world has not yet caught up with what that means. The memo, written partly in collaboration with Anthropic\u2019s AI model Claude, covers AI\u2019s technical foundations, recent capability jumps, what it means for investing, and why [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-995585","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/995585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=995585"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/995585\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=995585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=995585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=995585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}