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Bill Ackman

Published podcast speaker

Claims
33
Episodes
1
Shows
1
Named items
2

Books, apps, and tools

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book / uses

Intelligent Investor

“My first book I read in the business was the Ben Graham Intelligent Investor, but fairly quickly you get to learn about Warren Buffett and I started by reading the Berkshire Hathaway annual reports.”

Lex Fridman Podcast · 20 Feb 2024

Evidence receipt · Source ↗

app / owns

Restaurant Brands

“No. We own a company called Restaurant Brands. Restaurant Brands owns a number of quick service companies, one of which is Burger King.”

Lex Fridman Podcast · 20 Feb 2024

Evidence receipt · Source ↗

Claim ledger

What Bill said.

19 transcript-backed records

01 / belief

If you look at businesses like a McDonald’s, it’s… Whatever, the company’s like an 1950 vintage business and here we are, 75 years later, and you can kind of predict what it’s going to look like over time. And the menu’s going to adjust over time to consumer tastes but I think the hamburger and fries is probably forever.

“If you look at businesses like a McDonald’s, it’s… Whatever, the company’s like an 1950 vintage business and here we are, 75 years later, and you can kind of predict what it’s going to look like over time. And the menu’s going to adjust over time to consumer tastes but I think the hamburger and fries is probably forever.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

02 / belief

I think I can envision a world in which Saudi Arabia, some of the other Gulf states come together, take over the governance and reconstruction of Gaza.

“I think I can envision a world in which Saudi Arabia, some of the other Gulf states come together, take over the governance and reconstruction of Gaza.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

03 / belief

If all of a sudden people start searching or asking questions of ChatGPT and don’t start with the Google search bar, that’s a risk to the company. And so our view, based on work we had done and talked to industry experts, is that Google, by virtue of the investment they’ve made the time, the energy that people put into it, we felt their AI capabilities were, if anything, potentially greater than Microsoft ChatGPT and that the market had overreacted.

“If all of a sudden people start searching or asking questions of ChatGPT and don’t start with the Google search bar, that’s a risk to the company. And so our view, based on work we had done and talked to industry experts, is that Google, by virtue of the investment they’ve made the time, the energy that people put into it, we felt their AI capabilities were, if anything, potentially greater than Microsoft ChatGPT and that the market had overreacted.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

05 / belief

Look, I think a university should be a place where you have broad views and open viewpoints and broad discussion, but it should also be a place where students don’t feel threatened going to class, where their learning is not interrupted, when final exams are not interrupted by people coming in with loud protests.

“Look, I think a university should be a place where you have broad views and open viewpoints and broad discussion, but it should also be a place where students don’t feel threatened going to class, where their learning is not interrupted, when final exams are not interrupted by people coming in with loud protests.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

06 / belief

I don’t think you’re going to sit there and someone’s going to put a computer up on stage and it’s going to play and people are going to get excited around it. So I think AI is really going to be a tool to make artists better artists.

“I don’t think you’re going to sit there and someone’s going to put a computer up on stage and it’s going to play and people are going to get excited around it. So I think AI is really going to be a tool to make artists better artists.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

07 / belief

Aaron Sibarium and Christopher Rufo, one from The Free Beacon, and Chris, surfaced some allegations, or identified some pleasures in the issues that I would say the initial examples were use of the same words with proper attribution, some missing footnotes.

“Aaron Sibarium and Christopher Rufo, one from The Free Beacon, and Chris, surfaced some allegations, or identified some pleasures in the issues that I would say the initial examples were use of the same words with proper attribution, some missing footnotes.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

08 / belief

I learned later that apparently they had a copy of my thesis at the New York Public Library, and a member of the media told me he was there online with a dozen other members of the media all trying to get a copy of my thesis to run it through some AI.

“I learned later that apparently they had a copy of my thesis at the New York Public Library, and a member of the media told me he was there online with a dozen other members of the media all trying to get a copy of my thesis to run it through some AI.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

09 / belief

I’ve had relative peace for a long time as I stopped being, as I haven’t had to be the kind of activist I was earlier in my career. I think since October 7th, yes, I do feel like I’ve been in a war.

“I’ve had relative peace for a long time as I stopped being, as I haven’t had to be the kind of activist I was earlier in my career. I think since October 7th, yes, I do feel like I’ve been in a war.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

10 / belief

I think you’ve seen a lot of that in the last year. And I would say some combination of embarrassment and pride are huge motivators for everyone from Sergey Brin, to the management of the company.

“I think you’ve seen a lot of that in the last year. And I would say some combination of embarrassment and pride are huge motivators for everyone from Sergey Brin, to the management of the company.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

13 / belief

I would argue having a business leader run these institutions and then having a board that has, itself, diverse viewpoints, and by the way, permanently structured to have diverse viewpoints is a much better way to run a university than picking an academic that the faculty supports.

“I would argue having a business leader run these institutions and then having a board that has, itself, diverse viewpoints, and by the way, permanently structured to have diverse viewpoints is a much better way to run a university than picking an academic that the faculty supports.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast

16 / belief

Where if you’d lost this money, you lose your house, et cetera. So being in a place where you’re investing money that you don’t care about the price in the short term, it’s money for your retirement, and you take a really long-term view, I think that’s key.

“Where if you’d lost this money, you lose your house, et cetera. So being in a place where you’re investing money that you don’t care about the price in the short term, it’s money for your retirement, and you take a really long-term view, I think that’s key.”
Speaker
Bill Ackman
Publisher
Lex Fridman Podcast
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