Latest / The John Johnston Lounge
Altman's AI Bubble Warning vs Marks' Stock Market Bubble View
The Art of Value host JJ breaks down two different views on the current financial markets, both relating to a possible AI bubble. One view is from OpenAI CEO Sam Altman, and the other is from legendary investor Howard Marks, who has seen many market cycles during his decades-long Wall Street investing career, including the Dot Com Bubble, in which he sees some rhyming similarities.Related episodes:ChatGPT Brain Rot: A Growing Epidemic https://youtu.be/Oq3YE3YdA4kMusk vs Altman: Worst People Feud for Chatbot Domination https://youtu.be/6XgZSusl7TEGhost Town: Las Vegas Economy Grinds To A Halt!…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.