What podcasts say about William Ackman
Every statement, with the speaker, the exact quote and the moment it was said.
What William Ackman has said on podcasts
30 statements · 22 positive · 6 negative · 1 mixed · 1 neutral
High-quality businesses are currently trading at unusually low valuation multiples.
“some of the best businesses in the world are trading at the lowest multiples”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 0:15
Bill Ackman is bullish on OpenAI.
“Maybe a lot more bullish on OpenAI”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 0:34
Sarah should be OpenAI’s CEO.
“I thought she should be CEO of Open”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 0:37
Sam Altman should be OpenAI’s chair.
“I think Sam should be chair”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 0:41
Durable, protected, non-disruptible growth is the most important investment factor.
“The most important factor”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 1:52
The best investments require no board involvement or operational intervention.
“The best investments are one where you don't need to join the board and do anything.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 3:53
- on Large public-company shareholdersPositiveJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Large board shareholders help companies pursue initiatives that temporarily reduce earnings.
“Having a big shareholder on the board where you can kind of test ideas out with the big shareholder before you expose them to the public. Where the big shareholder can say, I'm supportive of this initiative even though it's going to hurt earnings in the next few quarters is a helpful thing.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 4:25
AI-era startups have substantially increased incumbent business disruption risk.
“the probability of your being disrupted has gone up enormously”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 5:40
- on High-quality established companiesNegativeJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Market enthusiasm for new technologies causes high-quality established companies to be neglected.
“What tends to happen is really high quality things get left behind.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 6:14
Amazon, Meta, and Microsoft are undervalued.
“Yes.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 6:52
Software companies should maximize their use of AI.
“if you're a software company today, you have to be as AI enabled as you can”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 7:09
- on Niche high-priced software companiesNegativeJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Niche software companies charging high prices face substantial AI disruption risk.
“those companies are really at risk”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 7:26
Microsoft’s broad low-priced platform is less exposed to AI disruption.
“that platform's worth a lot more. There's less at risk.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 7:34
High-quality company stocks are cheap relative to their fundamental cash-flow value.
“stocks of really high quality companies are really cheap”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 10:39
SpaceX should be evaluated using a venture-capital underwriting approach.
“I think you underwrite SpaceX the way you underwrite a venture capital investment.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 11:19
SpaceX has a near-monopoly in low-cost space launches.
“SpaceX is near monopoly in terms of low cost space launch.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 12:14
Amazon will increasingly depend on SpaceX as a launch customer.
“even Amazon is going to have to become an even bigger customer”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 12:20
Anthropic, OpenAI, and Palantir should be treated as venture investments.
“They're venture investments”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 13:13
OpenAI’s capital commitments greatly exceed its revenues.
“they're massively in excess of revenues”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 13:46
AI is the top opportunity and threat for American CEOs.
“It's probably number one as both an opportunity and a threat.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 14:29
Large companies have not yet achieved much success using AI.
“I haven't seen much success”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 15:31
Big companies are still at an early stage of effective AI use.
“we're still super, super early in terms of big companies using AI effectively”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 15:49
Founder-led companies have an advantage navigating major changes.
“I think that does give you”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 17:33
Pershing Square plans to turn Howard Hughes into a long-term compounding machine.
“We're going to build this into a compounding machine over the next 50 years.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 21:54
Howard Hughes can be purchased for approximately 60% of underlying value.
“you can buy it at, you know, whatever, 60 cents on the dollar.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 22:05
- on Howard Hughes insurance companyPositiveJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Pershing Square can build a highly profitable insurance company.
“we can build a really profitable insurance company”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 22:25
- on Howard Hughes insurance companyPositiveJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
The insurance company’s long-term goal is approximately trillion-dollar scale.
“the goal is to build it into a trillion dollar thing over time”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 22:32
A SpaceX IPO at $1.75 trillion would likely have historically low equity capital costs.
“If SpaceX goes public at $1,750,000,000,000, it'd probably be the lowest cost of capital, equity capital transaction in the history of the world.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 24:17
- on Pershing Square Capital ManagementPositiveJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Pershing Square projects assets under management approaching $1 trillion from $25 billion.
“We'll go from 25 billion of assets to something approaching a trillion.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 27:55
Pershing Square’s PSU vehicle trades at an 18% discount to cash value.
“it's trading at an 18% discount to cash”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 28:13
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
What others have said about William Ackman
1 statement · 1 positive
Bill Ackman is known as an activist investor.
“Ackman's been known as quite an activist investor”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 1:43
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.