Howard Marks on

competition

2 quotes · February 2026

Saidverbatim, newest first

  1. Marks questions whether AI savings will accrue as profits or be competed away through lower prices.

    “To whom will the savings accrue? If different companies are competing to provide the AI service, maybe they'll compete on price to the point where it's not profitable for them.”

    10:35 · The Investor’s Podcast · 21 Feb 2026 · permalink
  2. Marks suggests AI savings may accrue to consumers through price competition rather than to company profits.

    “If different companies are competing to provide the AI service, maybe they'll compete on price to the point where it's not profitable for them.”

    10:37 · The Investor’s Podcast · 21 Feb 2026 · permalink

Everything Howard Marks is on record saying · RSS