The Minutes of Howard Marks on automation https://minutesof.com/howard-marks/on/automation/ Everything Howard Marks has said on automation: 3 verbatim quotes between December 2025 and May 2026, each with a timestamp and a link to the recording it… en Mon, 31 Aug 2026 13:10:22 +0000 Marks says AI models designing themselves is unprecedented and people not working is terrible news. https://minutesof.com/q/afa6f374-eda5-4864-9de3-ebb218837555/ https://minutesof.com/q/afa6f374-eda5-4864-9de3-ebb218837555/ “And, you know, there there are people who say, and I referenced in the memo, there are people who say, oh, I have great news.” — Oaktree Tue, 26 May 2026 23:26:41 +0000 automation Marks cites CNN reporting AI could eliminate half of entry level jobs. https://minutesof.com/q/30413b11-674f-4f7a-975a-286101677d37/ https://minutesof.com/q/30413b11-674f-4f7a-975a-286101677d37/ “My travel, I watched CNN International and they're drumming up interest in a show. And the anchor says to a guest, You say that AI has the ability to eliminate half of entry level jobs.” — The Investor’s Podcast Sat, 21 Feb 2026 22:45:03 +0000 automation Marks links job losses from automation and offshoring to the opiate epidemic by amount and location. https://minutesof.com/q/7ec1538d-be64-42ac-99d3-df606d11c91d/ https://minutesof.com/q/7ec1538d-be64-42ac-99d3-df606d11c91d/ “When we lost jobs to automation and offshoring, I think that that coincided with the opiate epidemic and not only in amount but also in location.” — Bloomberg Podcasts Thu, 11 Dec 2025 14:50:59 +0000 automation