{"podcast":{"title":"All-In with Chamath, Jason, Sacks & Friedberg","slug":"all-in-with-chamath-jason-sacks-friedberg-1015378","podcast_index_feed_id":1015378,"rss_url":"https://allinchamathjason.libsyn.com/rss","website_url":"http://allinchamathjason.libsyn.com/website","image_url":"https://static.libsyn.com/p/assets/a/9/c/b/a9cb4d1dadb1ea21/all-in_logo.png","author":"All-In Podcast, LLC","episode_count":390,"summary":"Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.","last_synced_at":"2026-06-14T04:18:54.766565+00:00","page_url":"https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378"},"episode":{"title":"Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses","slug":"bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses","published_at":"2026-06-03T03:06:00+00:00","page_url":"https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses","show_page_url":"https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378","url":"https://allinchamathjason.libsyn.com/bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses","audio_url":"https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Ackman_Ch.mp3?dest-id=1928300","summary":"(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 introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg","meta_description":"(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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1799,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/all-in-with-chamath-jason-sacks-friedberg-1015378/episodes/bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}