Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

<p>(0:00) Bill Ackman joins the show!</p> <p>(0:30) Evolving investment philosophy: What's changed over 20 years?</p> <p>(4:40) AI: Greatest time to build a business, and a major threat to portfolios</p> <p>(7:50) Predicting market moves, the "rubber band effect"</p> <p>(16:00) Owning founder-led companies</p> <p>(19:30) Building the next Berkshire Hathaway</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p><a href= "https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p>NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Bill Ackman:</p> <p><a href= "https://x.com/BillAckman">https://x.com/BillAckman</a></p> <p>Apply for Summit 2026:</p> <p>⁠https://allin.com/events⁠</p> <p>Follow the besties:</p> <p>⁠https://x.com/chamath⁠</p> <p>⁠https://x.com/Jason⁠</p> <p>⁠https://x.com/DavidSacks⁠</p> <p>⁠https://x.com/friedberg⁠</p> <p>Follow on X:</p> <p>⁠https://x.com/theallinpod⁠</p> <p>Follow on Instagram:</p> <p>⁠https://www.instagram.com/theallinpod⁠</p> <p>Follow on TikTok:</p> <p>⁠https://www.tiktok.com/@theallinpod⁠</p> <p>Follow on LinkedIn:</p> <p>⁠https://www.linkedin.com/company/allinpod⁠</p> <p>Intro Music Credit:</p> <p>⁠https://rb.gy/tppkzl⁠</p> <p>⁠https://x.com/yung_spielburg</p>