korrents

Our readingWhat is a korrent?

Nobody can yet know whether the current enthusiasm for AI is excessive, so anyone claiming conviction about how it resolves is overreaching.

Drawn from what Aswath Damodaran and Howard Marks said

humility
What this subject means

humility Knowing what you do not know: whether it makes you learn and decide better, or costs you the self-belief that gets things done.

Probabilistic thinking

investingunder our view: Nobody can tell whether the AI boom is a bubble while it is still inflating

What they actually said

  1. Aswath Damodaran Professor of finance at NYU’s Stern School of Business anyone who claims to have conviction that they know what's coming is being either ignorant or arrogant AI’s Bar Mitzvah Moment: From Hype & Hope to Business Questions!aswathdamodaran.blogspot.com · 20 Aug 2026All 3 korrents from this piece
    anyone who claims to have conviction that they know what's coming is being either ignorant or arrogant
  2. Howard Marks Co-founder and co-chairman of Oaktree Capital Management Given the vast potential of AI but also the large number of enormous unknowns, I think virtually no one can say for sure. Is It a Bubble?oaktreecapital.com · 9 Dec 2025All 7 korrents from this piece
    Given the vast potential of AI but also the large number of enormous unknowns, I think virtually no one can say for sure.

    ↗Is It a Bubble?oaktreecapital.com

    9 Dec 2025

    All 7 korrents from this piecethis one is 3rd

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

Holders over time
Holders over time
012 Dec 2025 Oct 2026

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