information services
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 28, 2026 by Dan Loeb · across every show →
Everything said about information services, oldest first
May 28, 2026 bearish
Loeb: Third Point Underestimated AI's Disruption of Info Services
“The mistake that we made within the last two years, we obviously were looking for, and we've made some great short investments in, or so we've taken some great shorts and things that are being disrupted
By AI, but where we've made the mistake is that we're con…”