Bill Ackman
All-In with Chamath, Jason, Sacks & Friedberg
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
- Published
- June 3, 2026
- Duration
- 29:59
- Summary source
- description
- Last updated
- Jun 10, 2026
Discusses agents.
Summary
(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making t…
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Show notes
(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterp
Themes
- agents