Claude Rates Anthropic A 2 Out Of 10: Howard Marks Asks AI What It Thinks Of AI, Days Before The $1 Trillion IPO

Howard Marks has a new memo out, and this time the Oaktree co-founder brought a co-author.

In "A Layman Thinks About AI", published this morning, Marks says he has "absolutely no knowledge" of how AI works, so he went to Anthropic's Claude for answers. Then he asked it to score the predictability of every corner of the AI trade on a scale of 1 to 10. Claude's grade for the frontier labs, its own maker included, was a 2, which Marks takes to mean "practically unknowable."