Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Jun 3, 2026 · 2 min

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asr · 5,685 words · docs
0:00One of the most provocative and interesting investors in the country.
0:04A legendary activist investor.
0:06Hershing Square, CEO and founder, Bill Ackman.
0:10Taking a short position and going public with it is a pretty serious business.
0:14Interestingly, some of the best businesses in the world are trading at the lowest multiples.
0:18We're kind of the rebirth of the closed-end investment company universe.
0:22What did you think of Zara, the CEO of OpenAI?
0:25I'm sorry, CFO.
0:27Felt like the CEO.
0:28Yeah, I was.
0:29Stop with that stuff.
0:31Actually, I was super impressed.
0:34Made me a lot more bullish on OpenAI.
0:36And I thought she should be CEO of OpenAI.
0:39That's what I thought.
0:41I think Sam should be chair.
0:43There was a question I wanted to ask her that we didn't get time, which was, what's it like working with Sam?
0:47I mean, that should have been like super sort of a documentary.
0:52I wanted to kick this off.
0:53So thank you so much for being here.
0:55We've tried a number of times to get you to all in, and it's great to finally have you.
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