Bill Ackman
speaker
1,217 appearances
6 recordings
6 series
first heard Feb 2024
last heard 3 Jun
Bill Ackman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
I think a similar thing is happening today, in a sense, to Amazon and Meta, Microsoft.
These are old-fashioned companies in kind of this, you know, the open AI era.
Yes.
Again, I think it's a careful analysis.
I worry more about a Salesforce than I do about your kind of... I think you've got to do the work.
I think it's one company at a time.
But I think if you're a software company today, you have to be as AI-enabled...
As you can, I think there have been sort of monopolistic type profit taking off of customers when someone had a kind of a niche software product, they're charging, you know, 30,000 a year or something like this.
I think those companies are really at risk.
You know, Microsoft, when the average customer is paying, I don't know, 50 bucks a seat or some small number, that platform is worth a lot more and less at risk.
So I've always been like, my high school yearbook epithet was most verbose.
And actually, my friend actually lives around here.
His quote that he put next to my name in my yearbook, it says, a closed mouth gathers no foot.
That was his...
And so that's kind of what I've lived by.
I've always had this sort of desire to speak the truth about things.
And I was just talking with Jake, actually.
We had breakfast this morning.
And we were talking about my Rhonda post.
Do you remember that one?
Showing 401–420 of 1,217 · page 21 of 61
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