Bill Ackman

Mentioned in 1 episode

"On Brookfield, I think it's an incredibly well-run amazing company. They're very good at infrastructure and they're very good at financing. Think data centers, think power. There's effectively infinite demand for compute and they're very well positioned. So I think Brookfield is an AI winner for sure."

Mentioned in 2 episodes

"The SaaS apocalypse caused pretty much everything to do with software to get repriced. That gave us an opportunity to buy Microsoft in our view at a very attractive valuation."

Mentioned in 1 episode

"I actually met with one of the founders of Cognition yesterday — very interesting company. Their AI enables banks, big financial institutions that spend a ton of money dealing with legacy systems, to rewrite the COBOL into modern code in a matter of days as opposed to many months."

Mentioned in 1 episode

"Just even the most recent overnight release of Meta — I haven't had a chance to play around with it but guys in the office were talking about how easy it is to use. I think it's Muse or whatever. How easy it is for people to now create their own agents to do stuff for them."

Mentioned in 1 episode

"We took the money, we bought Google — Alphabet — because for us it's not that we don't need to make it back the same way we lost the money. We can always take a tax loss and redeploy it in something which is higher certainty."

Mentioned in 1 episode

"I describe the business a bit like SimCity, the game, where we act as kind of the benign owner of these communities."

Mentioned in 1 episode

"I think you can certainly with an Apple Watch and hopefully with an Oura ring — the Apple Watch has an alert when someone falls. If that happens and it happens when there's a huge spike in their pulse, you can reasonably assume something happened."

Mentioned in 1 episode

"Netflix is an amazing business with a very dominant position. They executed extremely well, they built a very successful advertising model, they became an even more dominant company, they became a much more cash flow generative business, and the streaming wars — they won. You probably turn off the lights practically before you turn off your Netflix."

Mentioned in 1 episode

"We're transforming into what we call a modern day Berkshire Hathaway. What did Buffett do? He started with a dying textile operation. Over time, he reinvested the capital in insurance and banking and a candy company and other businesses and built a conglomerate that compounded its capital at a very high rate over a long period of time."

Mentioned in 1 episode

"Everyone knows Neuralink, but there are probably a dozen other companies working on brain computer interfaces and other ways to get data from the brain."

Mentioned in 1 episode

"I actually invested in X. I invested in XAI. I'm in an SPV."

Mentioned in 1 episode

"Today we own Microsoft, we own Meta, we own Amazon."

Mentioned in 1 episode

"Today we own Microsoft, we own Meta, we own Amazon."

Mentioned in 1 episode

"I think you underwrite a SpaceX the way you underwrite a venture capital investment. On people, SpaceX, one of one. Opportunity, one of one context, incredible. Ron Baron said Bill you got to invest in SpaceX. So I'm in."