Episode
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
All-In with Chamath, Jason, Sacks & Friedberg · Jun 3, 2026 · 30 min
(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is…