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
But what's fascinating about Anthropic is I've never seen a business grow this quickly ever.
The revenue chart is like...
And apparently they are EBITDA positive, if that's true, which I think is, you know, bodes very well for this company if they're growing that quickly and they can do so profitably.
My question about OpenAI, and again, this is I don't have any inside information on OpenAI.
It's just what I read in Fortune magazine or on the web.
The business model has them losing a lot of money and consuming a lot of capital, many tens of billions, perhaps hundreds of billions over the next several years.
And I think query how long markets will be willing to fund that.
I think the single biggest risk, I would say both the private markets and public markets, is I don't love businesses where you put capital in and you're gonna have to keep funding, putting more and more money in over time.
I like businesses where, yes, it can require a large amount of capital upfront, but there's a very clear, I mean, look at Uber.
Uber burned enormous amounts of cash.
And credit to Dara for what he's achieved since he took over running the business and now pumps out enormous amounts of capital.
So yes, you can invest in a company losing a lot of money, burning a lot of cash, as long as there's a point where the lines cross and they start becoming materially cashflow positive.
At various times in history, the market's willing to let companies lose money for extended periods of time.
And sometimes they wake up and decide they're not willing to do that.
And I think that's the risk.
And when the numbers become extremely large, I think that's the question I have about an open AI.
But again, I don't have the detail to know.
So it's not strategic.
I just get either interested in an issue or I come to some insight and I'm like, why isn't everyone talking about this?
And often there are reasons for that.
Showing 81–100 of 619 · page 5 of 31
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