Bill Ackman
speaker
619 appearances
1 recordings
1 series
first heard Aug 2026
last heard 5 Aug
Bill Ackman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
I think sort of the unfortunate thing is when Amazon went public, it was a relatively tiny market cap.
And so the public retail shareholders had the opportunity, those who invested,
over time to make a fortune with Amazon.
I think it's harder to make a fortune when you start at a trillion and a half kind of market cap.
Now, all that being said, SpaceX is going after markets that are massive, right?
Space as a market, they're an incredibly dominant advantage and really uniquely more so than almost any company in terms of their position and bringing large amounts of
stuff to space at very low cost.
That positions them extremely well.
Starlink is an amazing product.
I use it.
I actually have a little Starlink kit sometimes I take when I go fishing.
It's amazing.
You can actually be productive on an airplane flight, which is, you know, and they're in an incredibly, again, dominant position there.
AI, I would say they're a little farther behind.
But from an AI infrastructure perspective, there's no one better at building infrastructure more quickly at lower cost than Elon Musk.
So amazing business.
And then you just get to price.
And there you have to, you know, it's a little more complicated.
It's a business which is, I would say it's, you have to make assumptions about the future.
And I wouldn't bet against Elon.
Showing 61–80 of 619 · page 4 of 31
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