Bill Ackman

speaker

500 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Bill Ackman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Money Rehab with Nicole Lapin · Bill Ackman on His Investing Playbook, His Bullish and Bearish Bets, and What Could Trigger the Next 2008 · 20 Jul 2026 podcast

They think it's going to be very destructive to jobs and so on.

I think it will be actually a big driver of economic growth, big driver of job growth.

But you have to learn how to use the tools.

But I think the big story is really AI.

Yes, we have a war going on in Iran.

That, I think, will resolve itself.

I don't think it's going to go on for years.

I think it will resolve itself one way or another in a way that won't be too impactful in the U.S.,

And then I think you're seeing companies are actually doing quite well for the most part.

But it is a bit of a bifurcated economy where some of the kind of lower income people are challenged with inflation.

And that's a major concern.

So it's not all roses, I would say.

You know, Anthropic seems to be the leader in terms of frontier models and building a business that apparently turned profitable recently.

That's pretty impressive.

What concerns me about OpenAI is, you know, kind of a prediction of very significant losses for the foreseeable future.

And also, I think the open source models are getting so good.

And, you know, the people will have access to either lower costs or free models that will enable them to answer most of the important questions or solve the

problems that they need so i'm less of a believer in betting on the frontier model company you know spacex is a very interesting business you know the starlink franchise is enormously profitable and a near monopoly on kind of global satellite telephony you know their space franchise is incredible and and they have an amazing you know position in terms of data infrastructure if you want to rent a hundred thousand gpus about the only place you can do that

today is SpaceX, and they're earning very high returns on those assets.

And then they have their own AI models that launched a new one recently.

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