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 you underwrite a SpaceX the way you underwrite a venture capital investment.
So everyone here invests in venture, right?
You know, you bet on, you know, who's running it, right?
The talent is enormous.
It's people.
They taught me, I had a professor of business school.
He said, people, opportunity, context, deal.
So on people, SpaceX.
One of one.
Yeah.
Opportunity, one of one.
Context, you know, incredible and actually, you know, feel bad for Blue Origin, but not harmful to SpaceX.
The fact that, you know, they're way behind.
Then you get to deal, okay?
That's the more complicated question for SpaceX.
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.
Showing 121–140 of 1,217 · page 7 of 61
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