The article discusses Howard Marks’ perspective on the potential risks associated with the rapid growth of artificial intelligence (AI) and its impact on the tech industry. Marks, a renowned investor and co-founder of Oaktree Capital Management, expressed concerns about the hype surrounding AI and the possibility of a “crash” in AI and tech stocks by 2024. He cautioned against the excessive enthusiasm and unrealistic expectations surrounding AI, drawing parallels to the dot-com bubble in the late 1990s. Marks emphasized the importance of maintaining a balanced and rational approach when investing in AI and tech companies, highlighting the need for thorough due diligence and a focus on fundamentals. He also warned about the potential for AI to disrupt various industries and job markets, urging investors and policymakers to consider the broader societal implications. While acknowledging the transformative potential of AI, Marks advocated for a measured and responsible approach to mitigate the risks of a potential AI bubble and subsequent market correction.