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Bill Ackman

CEO & Founder, Pershing Square

Search every verified Bill Ackman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Bill Ackman, founder and CEO of Pershing Square Capital Management, has recently commented on artificial intelligence, markets, and the economy in several media appearances. In late October 2026, he stated that he does not doubt demand for AI, describing intelligence as one of the most valuable assets in the world. He distinguished cash-rich large technology companies from "neoclouds" that take on debt to buy GPUs, calling the latter a different kind of bet. He also said that if conflicts involving Iran and Russia-Ukraine are resolved, interest rates and inflation could come down, which he described as positive for the economy and markets. Ackman called Anthropic "perhaps the greatest business story I've ever seen," but said Pershing Square generally prefers to own more predictable, durable businesses such as Microsoft, Visa, and Mastercard rather than fast-growing capital-intensive firms. He also expressed more concern about a "rogue actor" using open-source AI models to cause harm than about major frontier labs. Ackman has also discussed his firm’s strategy and personal matters. He said Pershing Square’s goal is not short-term stock moves, and that current market narrowness has created opportunities to buy high-quality franchises at attractive prices. He described plans for Howard Hughes and a newly acquired insurer, comparing the approach to creating value similar to Berkshire Hathaway's model. On higher education, he said the cost of Harvard is "insane" and that universities need to be rethought, adding that AI can now teach most material for free. He also spoke about his daughter’s recovery from a brain condition and his plans for a medical institute focused on brain research.

Recent appearances

  • Bill Ackman's Answer to AI Debt Worries: 'I Don't Doubt Demand' | Big Tech vs. Neocloud

    October 24, 2026 · 📺 Six Sigma | 식스시그마

    On the day Meta's stock plunged sharply the day after earnings, Meta's major shareholder Bill Ackman pointed out on CNBC how the debt piling up in AI will be split. He does not doubt AI demand, and sees neoclouds that buy GPUs with debt and cash-rich big tech as completely different bets. He also laid out the end of the war, which he cited as a condition for interest rates—the price of debt—to fall, along with the 2027 outlook. [Source] 1. CNBC Squawk on the Street, Watch CNBC's full interview with Pershing Square CEO Bill Ackman (2026.10.22) https://www.cnbc.com/video/2026/10/22... This vid…

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  • Bill Ackman: 2027, an explosive year for equities. The reasons to be optimistic.

    October 23, 2026 · 📺 Class CNBC

    "Once the critical phase of the war is over – and it seems we are moving in the right direction also regarding the Russia-Ukraine issue – energy prices could drop drastically, which obviously would be a great thing for inflation and for markets," explained Bill Ackman, a well-known billionaire entrepreneur and financier, founder and CEO of Pershing Square Capital Management, one of the most influential hedge fund management companies in the world. The CNBC interview. Did you like this content? Discover much more and follow the best of financial information live on Class CNBC! Watch now at: ht…

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  • Bill Ackman: Harvard's Future, His Iconic X Posts & His Daughter's Recovery | KMP Ep.59

    October 20, 2026 · 📺 Katie Miller Pod

    This week on the Katie Miller Podcast: Bill Ackman opens up about his love story with wife Neri Oxman, gives a glimpse into what he’s like as a father amid his daughter’s recovery, and reveals the key to his mega-viral X posts. 1:28 - His Political Evolution 5:48 - DEI in Corporate America 6:25 - Diversity of Thought at Harvard 11:29 - Is College Still Worth It? 15:45 - Bill’s Long X Posts 17:49 - Dealing with Negative Feedback 18:20 - His Family Life 21:52 - His Love Story 25:16 - Update on His Daughter’s Health 31:11 - Competition with China in BCI 33:32 - Craziest Thing He Has Ever Spent M…

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  • Building a £6bn investment company, AI’s arms race and backing Big Tech ︳Bill Ackman

    October 06, 2026 · 📺 Finimize

    At 20 years old, Bill Ackman'a business plan was to "allocate as much of the world's resources to me as possible, and then reallocate them in the way that I think makes sense." Forty years on, he's most of the way there. Ackman is founder and CEO of Pershing Square Capital Management, the investment manager of the c.£6 billion investment company, known for high-conviction, concentrated bets – from an activist turnaround at Chipotle to a stake in ICE, the owner of the New York Stock Exchange (large enough to earn him a personal thank-you note from its CEO). He joins Carl for this episode of T…

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  • Open Interest 10/1/2026

    October 01, 2026 · 📺 Bloomberg Television

    Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new quarter begins with stocks battling a relentless rise in yields. Micron fuels the AI trade, Google rolls out Gemini 4 Argon, and Netflix plots its next act. Plus, Citi’s Kate Moore on why she's betting on stocks, Carlyle’s Mark Jenkins joins us to talk about hidden AI credit risks, and Aston Martin CEO Adrian Hallmark unveils the company's newest luxury SUV as it embarks on the road to a turnaround. Chapters: 00:00:00 - Open Interest 00:03:31 - Micron Earnings, AI Memory Demand & Margin Sustainabil…

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  • Ackman Talks Howard Hughes Plans, IPOs and Anthropic

    September 30, 2026 · 📺 Bloomberg Television

    Pershing Square founder and CEO Bill Ackman discusses his plans for Howard Hughes, the state of the IPO market and his views on AI and Anthropic. Speaking with Dani Burger on "Bloomberg Deals," Ackman also comments on his daughter's illness, which inspired him to invest in a new medical institute. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features…

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  • OpenAI Accuses Moonshot of Extracting Data From AI Models

    September 30, 2026 · 📺 Bloomberg Television

    “Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - The China Show opens 00:01:58 - Micron's bullish outlook boosts Asian chipmakers 00:08:51 - Global bonds suffer worst quarter since 2024 00:12:54 - Alert: Nidec shares sink after auditor withholds opinion on results 00:14:18 - OpenAI accuses Moonshot of mass data extraction from A…

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  • AI Boom Powers Micron Earnings, OpenAI Blames Moonshoot for Data Extraction

    September 30, 2026 · 📺 Bloomberg Television

    "Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:01:04 - US consumer spending jumps by most in a year 00:03:58 - US 30-year yield highest since 2002 00:06:54 - Micron forecast beats on booming AI memory demand 00:12:47 - Trump unveils $200B in South Korean energy investment…

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  • Bloomberg Businessweek Daily: PCE Curbs Fed Bets (Podcast)

    September 30, 2026 · 📺 Bloomberg Podcasts

    The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF US consumer spending rose in August at the fastest pace in over a year, helping to power the economy through persistent inflation. Inflation-adjusted personal spending climbed 0.6% in August from a month earlier, for the biggest monthly jump since March 2025. The Federal Reserve’s preferred measure of underlying inflation, the personal consumption expenditures price index excluding food and energy, rose a less-than-expected 0.2%. The prior month was also revised lo…

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  • Ackman on AI & IPOs, Climate Costs, Paramount's Debt Raise

    September 30, 2026 · 📺 Bloomberg Television

    A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Pershing Square CEO & Founder Bill Ackman, Pulse Fund Founder & Managing Partner Tenzin Seldon, EQT Partner, Head of AI Infrastructure Jan Vesely, BCG Global Head of Sustainable Investing Vinay Shandal, and JPMorgan Private Bank Global Head of Alternative Investments Kristin Kallergis Rowland. YouTube Chapters: 00;00;00;00 Bloomberg Deals opens 00;00;56;22 Bill Ackman on Howard Hughes 00;06;42;13 Pershing Square USA 00;10;15;2…

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  • Ackman Says Markets Are Narrowly Focused on Big IPOs

    September 30, 2026 · 📺 Bloomberg Television

    Pershing Square CEO and founder Bill Ackman says markets are narrowly focused on big initial public offerings. Ackman says Anthropic is one of the greatest business stories he's ever seen, but would not say if it's a company he would invest in. The Claude developer is expected to go public this year. Ackman speaks on "Bloomberg Deals." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis,…

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  • Bill Ackman: We Could Manage a Trillion Dollars in 20 Years

    September 29, 2026 · 📺 The Knowledge Project Podcast

    Bill Ackman is the founder and CEO of Pershing Square Capital Management, one of the most closely watched investment firms in ...

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Verified interview transcripts

Notable quotes

“The impact here is you now have companies like SpaceX and the Mag-7 that are competing with the US government to issue debt. And that's kind of what we're seeing. I don't see a world... well, if we can resolve Iran and Russia-Ukraine, I think rates are coming down, inflation is coming down. And that again, that is we're off to the races for the economy, the market and everything else. But the 5% ten-year is still rel”

“Why are people spending so much money? Because intelligence is one of the most, if not the most valuable asset in the world. And we're asymptotically approaching superintelligence. And the access to compute is critically important for every business model, every company. And I wouldn't question the demand. And why are we playing that demand, owning a Microsoft or Amazon or even a Meta? The answer is these are well-ca”

“Why are people spending so much money? Because intelligence is one of the most, if not the most, valuable asset in the world, and we're asymptotically approaching super intelligence, and the access to compute is critically important for every business model, every company. And I wouldn't question the demand. And why are we playing that demand owning a Microsoft or an Amazon or even a Meta? The answer is these are wel”

“Our goal is not to find stocks that are going to go up in the next 90 days. The market is increasingly moved to a very short-term dynamic. Index funds are forever holders, but effectively taking stocks out of the float, and then very short-term investors trying to estimate whether a company's going to make or miss earnings or guidance. That has led to massive market volatility, and the focus this year has been on AI ”

“It cost $400,000 to go to Harvard now, basically for four years, which is insane. And I think the calculus on the investment versus the return on the investment is not being considered thoughtfully by many students. ... I think the old model of universities needs to be completely rethought. ... today you can learn pretty much everything from your AI and from a free AI. So it has to be much more than that — has to eit”

“I think the Democratic party is in the worst place it's ever been in the 250 year history of the country. I think it's become like this crazy radicalized, anti-American thing. ... the problem with people who've chosen to be a politician for a career, you either have to get with the party in order to continue or you get primaried. ... Senator Schumer, I had a good relationship with him, I thought he was a good man, bu”

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