Howard Marks on

productivity

2 quotes · February 2026

Saidverbatim, newest first

  1. Marks cites Buffett's point that productivity gains from internet and AI may not translate to profitability, now applied to AI.

    “There's no doubt that the internet will produce a great increase in productivity. It's not clear that it'll have a positive impact on profitability. And I think the same is true of AI.”

    9:47 · The Investor’s Podcast · 21 Feb 2026 · permalink
  2. Marks quotes Buffett distinguishing productivity gains from profitability in technology like internet and AI.

    “There's no doubt that the internet will produce a great increase in productivity. It's not clear that it'll have a positive impact on profitability.”

    9:47 · The Investor’s Podcast · 21 Feb 2026 · permalink

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