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 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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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?
So there's just certain things that need to be shared and discussed.
But with respect to markets, actually what happened was
I was concerned about the country because I felt we needed to have basically a two-week pause.
This is March or February, I guess it was March of 2020, and I assumed we were going to just do a short-term shutdown, let the virus cool down as hospitals were kind of getting overwhelmed.
And the president hadn't done that yet.
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