AI can eliminate a huge percentage of knowledge work, says Oaktree's Howard Marks

Let's start with the market. AI uncertainty still at the forefront. Our next guest exploring the AI hurdles ahead in his latest memo amid layoffs and rapid capex expansion.Here with us now at Post 9 is Oak Tree Capital co-chairman, co-founder Howard Marks. Welcome back. Lovely to have you.>> Thank you, Sarah. Thank you, Carl. >> You really went deep on Claude for your last memo.>> I did. I went deep with Claude. >> With Claude.And what did you what did you glean from that experience. Well, I was uh as I wro ...