Howard Marks on

innovation

2 quotes · Feb 2026 – May 2026

Saidverbatim, newest first

  1. Marks questions whether AI can identify future Amazon or Steve Jobs from present information.

    “Can AI sit down with five business plans and figure out which one is Amazon? Can AI sit down with five CEOs and figure out which one is Steve Jobs.”

    1:09:59 · Nikhil Kamath · 4 May 2026 · permalink
  2. The Investor’s Podcast

    “I always make this point that the bubbles are very, very around something new because the imagination is untrammed and it can go off in a flight of fancy.”

    8:20 · The Investor’s Podcast · 21 Feb 2026 · permalink

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