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 · last 12 months

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

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And their second round is going to be $5 billion.

And they're far from having a product or a service or a dollar revenue.

But, you know, there's an enormous amount of capital out there looking for the next Anthropic.

And so that's going to be a very competitive space.

So I'd rather own, go back to the Uber example.

almost everyone's had experience with the service Uber.

And I think it's an amazing service.

And the stock is very cheap today because people believe that the Tesla taxi, if you will, is going to disrupt Uber.

And I think the consumer is going to go to the Uber platform to order their car as opposed to the Tesla app.

Because you want the lowest cost car that's going to get you from place A to B in the shortest period of time.

So, you know, look for a business that you that where are you spending your time?

And, you know, Amazon, I order from Amazon every time I learn about a new book.

You know, going to the pharmacy in New York City has got to be the worst experience.

All the stuff's hidden behind plastic and you have to call a salesperson to open a thing to get a razor blade.

OK, meanwhile, you go on Amazon and get it delivered in two hours.

And who can compete with that?

So think about great dominant business where the probability of competition is extremely low.

By the way, this particular company, which I looked at,

The investors are probably the most sophisticated investors in AI companies with the most experience.

And they're the ones setting the valuations at such super high kind of levels.

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