The Minutes of Howard Marks on innovation https://minutesof.com/howard-marks/on/innovation/ Everything Howard Marks has said on innovation: 2 verbatim quotes between February 2026 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:28 +0000 Marks questions whether AI can identify future Amazon or Steve Jobs from present information. https://minutesof.com/q/7848f479-752a-408e-9567-beda5ec890b8/ https://minutesof.com/q/7848f479-752a-408e-9567-beda5ec890b8/ “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.” — Nikhil Kamath Mon, 04 May 2026 14:30:01 +0000 innovation I always make this point that the bubbles are very, very around something new because the imagination is untra https://minutesof.com/q/83b67147-bef5-4405-b728-c2517c8dd342/ https://minutesof.com/q/83b67147-bef5-4405-b728-c2517c8dd342/ “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.” — The Investor’s Podcast Sat, 21 Feb 2026 22:45:03 +0000 innovation