Descriptions:
Bill Ackman, founder and CEO of Pershing Square Capital Management, joins the All-In Podcast for a wide-ranging conversation that spans his evolving investment philosophy, his portfolio positioning in AI-era companies, and how Fortune 500 CEOs are actually responding to artificial intelligence in 2026.
Ackman shares that he has invested in SpaceX and xAI via SPV, and expresses a strongly bullish view on OpenAI after meeting its CFO — going as far as to suggest she should be CEO. He argues that losing even a month in AI model development now carries outsized strategic cost, and that every CEO in America currently ranks AI as the number-one opportunity and threat on their agenda. His broader investment thesis centers on finding businesses with durable, non-disruptible growth characteristics — a filter he applies directly when evaluating AI infrastructure companies.
The conversation offers an unusually candid look at how large-cap CEOs are approaching AI transformation: scrambling to find internal champions, fielding constant board questions about AI strategy, and navigating the tension between short-term market pressure and decade-long business decisions. For investors and executives tracking capital flows into foundation model companies and AI infrastructure, Ackman’s perspective provides rare visibility into how traditional activist capital is being repositioned around the AI wave.
📺 Source: All-In Podcast · Published June 03, 2026
🏷️ Format: Interview
