Bill Ackman, every mention
48 scenes · ← back to Bill Ackman
tap a year for its mentions
every year anyone David Sacks 33David Friedberg 27Chamath Palihapitiya 19Jason Calacanis 18Brad Gerstner 1
Verbatim, from the transcripts: the passages where Bill Ackman comes up
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 28:36 Chamath Palihapitiya When you hear what Bill Hackman said about how there's this kind of overbeaten companies, there's a few that get celebrated.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 21:50 Jason Calacanis Uh, we had it explained to us today, uh, by Bill Ackman, I think quite accurately, you're making venture investments in trillion dollar companies and giving them 50 times revenue, a hundred times revenue evaluations.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 29:35 Chamath Palihapitiya Ackman has done it.
All-In's 2026 Predictions
- ▶ 6:31 Chamath Palihapitiya You could also do what Bill Ackman suggested, which is stop allowing these margin loans.
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 18:11 Chamath Palihapitiya Bill Ackman is right in the back.
- ▶ 32:45 Chamath Palihapitiya And Bill Ackman had a great idea, which was, we need to put the university 2 times in the scene
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 8:48 Chamath Palihapitiya Ackman tweeted this, which I think is just so superb.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 4:00 Chamath Palihapitiya Ackman's been negative.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:16:36 Chamath Palihapitiya It will be the equivalent of Ackman buying CDS right at the, right at the beginning of the COVID crisis.
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
- ▶ 1:05:28 David Friedberg Well, let's wrap up with the Bill Ackman story.
- ▶ 1:06:18 David Friedberg So Bill Ackman's withdrawn his plans to IPO pushing square 14 times in the scene
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
- ▶ 11:41 David Sacks I think Bill Ackman's on the edge of coming out for Trump.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 19:59 David Sacks No, I would say they didn't feel comfortable until Bill Ackman broke the seal on this just, uh, like a month ago where he really went after DEI. 2 times in the scene
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 43:58 Chamath Palihapitiya But in any event, it's like Ackman, Tapper, Einhorn, and I picked Tesla.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 17:58 Jason Calacanis It's just absolute, complete chaos, and Bill Ackman is loving it. 3 times in the scene
- ▶ 33:03 Jason Calacanis Well, yeah, because if you saw a Business Insider story over here, and then you hear Bill Ackman give his side of the story, now you've got the principle in the story going direct, and I think that's where going direct and experts have…
E159: The Bestie Awards! Recapping the best and worst of 2023
- ▶ 45:44 David Sacks I've got Bill Ackman here for timing the bond market perfectly. 5 times in the scene
- ▶ 1:00:19 David Sacks We already talked about the university presidents and what Bill Ackman is doing.
E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
- ▶ 1:28:28 Chamath Palihapitiya The reason why I think that President Gay wasn't fired was probably because the board, for whatever reason, didn't want to seem like they were kowtowing to Bill Ackman and all the other people that were asking for her resignation.
- ▶ 1:31:21 David Sacks And so I support what Bill Ackman is doing on that basis. 7 times in the scene
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 20:39 David Friedberg Obviously Ackman is a big donor at Harvard and he's been very vocal about
- ▶ 32:58 David Sacks And I think Bill Ackman has really led this trade, and he timed it perfectly, apparently, by basically going long in the bomb market like a month ago. 2 times in the scene
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 1:07:07 David Sacks I mean, I think most commentators like Bill Ackman still thinks that things are going to turn south, that this, this GDP number is sort of a peak number.
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
- ▶ 34:49 Jason Calacanis Bill Ackman, just so people have this, Bill Ackman said, I have been asked by a number of CEOs if Harvard would release a list of the members of each of the Harvard organizations that have issued the letter of signing sole responsibly for…
- ▶ 42:01 Chamath Palihapitiya Do you guys think that Bill Ackman was out of line by saying, I don't want to hire kids from these organizations in these schools, because it's just like these kids and these schools will bring. 2 times in the scene
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
- ▶ 50:04 David Friedberg And Bill Ackman, you know, basically said today that he's shorting thirty-year treasuries. 2 times in the scene
- ▶ 1:06:50 Chamath Palihapitiya If US treasuries, okay, if third of your treasuries are all of a sudden at five and a half of Bill Ackman's right, which you could very well be.
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 18:16 Jason Calacanis Bill Ackman made a case for him to run for president in 20, 24. 3 times in the scene
- ▶ 21:19 David Sacks I think that we have run out of topics to talk about if Bill Ackman's latest political brain fart is a major topic of conversation. 2 times in the scene
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 18:59 Jason Calacanis Bill Ackman, Michael Dell. 4 times in the scene
- ▶ 21:01 David Sacks Call on Bill Ackman and he's like, ah, guys, I don't want to talk. 2 times in the scene
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
- ▶ 58:17 David Sacks By the way, the leading proponent of this theory that we should just basically not bail out, but backstop the deposits is Bill Ackman.
E120: Banking crisis and the great VC reset
- ▶ 5:40 David Sacks All right, let's go back, let's go back and look at the timeline, because there are now serious accusations, and I would call it really scapegoating, and it wasn't just you, it was me and Bill Ackman. 2 times in the scene
- ▶ 38:12 Jason Calacanis So how is a consumer going to be able to do that, or even a startup founder, or even a sophisticated investor like Ackman, or any of us, if we're in fact sophisticated.
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 1:14:59 David Sacks And then Bill Ackman, actually, who's been in Twitter spats with me before we've been on opposite sides of issues, actually came out and retweeted something I wrote as basically being supportive.
E97: SPAC updates, public/private market overview, Putin's end game & more
- ▶ 1:24 Jason Calacanis And Bill Ackman, of course, he wound down his SPAC returning four billion.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 29:31 David Sacks So Chamath, are you on board with the, the Ackman trade? 4 times in the scene
E83: Market slide continues, and how to address Uvalde
- ▶ 29:18 Brad Gerstner However, the hyperventilation this week by Bill Ackman on Twitter, that the Fed needs to be doing radically more, that somehow we need to be raising rates to six, seven, eight percent in order to, to squash inflation, to me seems highly…
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 51:39 Jason Calacanis Ackman, uh, dumped his entire stake and booked a four hundred thirty million dollar loss, and a large part of this was because they didn't hit their 2.5 million or so, uh, target, uh, increase in subscribers, and they, in fact, lost all…
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 6:51 Jason Calacanis And we saw Bill Ackman, I think, uh, who I think is a friend of the pod.
- ▶ 39:18 Jason Calacanis Bill Ackman, uh, came over the top.
- ▶ 48:05 David Friedberg And, um, you know, as you saw Netflix sell off, Bill Ackman very smart came in and bought a bunch of the stock. 2 times in the scene
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 46:37 Chamath Palihapitiya You know, Bill Ackman two weeks ago was advocating for a 50 basis point raise in this meeting. 2 times in the scene
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 14:26 Chamath Palihapitiya And I just want to bring up, I'll, Nick, I'll send you these texts, uh, these, the, the, the Twitter links to this, but, uh, Bill Ackman tweeted out these two things today, which is that if you fan of the pod, brilliant investor, by the…
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 27:32 Chamath Palihapitiya Bill Ackman did it. 2 times in the scene
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- ▶ 48:01 David Friedberg The other one was Bill Ackman. 7 times in the scene
SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
- ▶ 7:21 David Sacks And, um, and then the East coast hedge funds like Bill Ackman, wherever they're all creating them.
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
- ▶ 58:03 David Sacks Reid Hoffman has a new one there, you know, the East Coast hedge fund guys, Pincus and, um, and then the East Coast hedge funds like Bill Ackman or whatever, they're all creating them.