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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Again, we don't know what the valuation is going to be, but if it's a billion, a trillion, $750 billion, then you say, okay, well, let's think five years out.
What does this company look like?
You know, what is Starlink?
What's the trajectory of Starlink?
SpaceX is near monopoly in terms of low-cost space launch.
That's going to become increasingly important.
And even Amazon is going to have to become an even bigger customer because they're not Blue Origins.
And time, I would say, has become increasingly valuable in the AI era.
You delay a model.
David and I were talking about the administration and his kind of stepping in for the president not to sign that executive order to kind of slow us down.
You lose a month, you lose a couple of months today, and it means a lot.
So I think the only question I have, and I haven't done the math, I actually invested in X. I invested in XAI.
I'm in an SPV.
Ron Barron said, Bill, you gotta invest in SpaceX.
So now I have, so obviously I'm rooting for kind of a good outcome.
I just haven't done the...
What about Anthropic OpenAI and Palantir?
They're venture investments that do... What's helpful is they're not seed or series A. They're D or E, but they're still like venture investments.
These companies have proven they can generate a lot of revenues.
And actually, what I was just saying on Sarah, I thought she had a very, very thoughtful explanation on how they think about committing capital.
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