| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
This is another way of saying that all of you, all of the countries, your ambitions have to be supercharged.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
AI is intelligence and starts with software.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
AI is, if I could simply, is a 5-layer cake.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
back a long time ago, just years ago, $1 million seems like a big investment.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
So I think it’s been very good that energy has become abundant and that light at night has become relatively, like, shockingly inexpensive.
Sam Altman · Not checkable · 4 Sep 2026 |
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Jensen Huang | Not checkable |
4 Sep 2026 |
That’s ambition.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
Artificial intelligence will democratize intelligence and capabilities for the G20 countries, for the countries that invest in it.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
And we figured out fire safety, and through a lot of human ingenuity, through a lot of good policy, definitely through learning from some…
Sam Altman · Not checkable · 4 Sep 2026 |
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Sam Altman | Not checkable |
4 Sep 2026 |
We are the pragmatic centrists.
Sam Altman · Not checkable · 4 Sep 2026 |
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Sam Altman | Not checkable |
4 Sep 2026 |
I really became convinced that entrepreneurship was maybe the most important novel force in all of capitalism.
Sam Altman · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
AI should be, in many ways, AI should be an equalizing force in the world.
Sam Altman · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
If we just naively project this forward again, which seems like a reasonable thing to do to me, and I hate tokens as a unit here. It’s a…
Sam Altman · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
At the lowest layer is energy.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
And then this huge reset and democratization of education you’re talking about can happen.
Sam Altman · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
It’s not atomic. It’s conceptual.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
The worst outcome is that you don’t take advantage of it, that you are left behind.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
This is the time when you have to feel enlightened, inspired, supercharged, lifted, because you now have this incredible technology behind…
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Sam Altman | Not checkable |
4 Sep 2026 |
So I think worry is warranted.
Sam Altman · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
You can’t produce something without energy.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
I’m definitely not going to miss the next 10, 15 years.
Jensen Huang · Not checkable · 4 Sep 2026 |
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| Not checkable |
Jensen Huang | Not checkable |
4 Sep 2026 |
don’t regulate hypothetical, theoretical harm, regulate actual and pragmatic harm
Jensen Huang · Not checkable · 4 Sep 2026 |
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GiveWell | Not checkable |
31 Aug 2026 |
global needs still far exceed available resources.
GiveWell · Not checkable · 31 Aug 2026 |
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GiveWell | Not checkable |
31 Aug 2026 |
We believe this effort to uncover new, cost-effective ways to save and improve lives will enable us to do even more good in future years.
GiveWell · Not checkable · 31 Aug 2026 |
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GiveWell | Not checkable |
31 Aug 2026 |
Our growing research capacity meant that we could find a broader array of highly impactful programs.
GiveWell · Not checkable · 31 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
What kind of risk have we chosen to run here?
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
So it’s kind of bizarre if a guy who’s 70 comes and writes a memo that’s actually helpful.
Bill Gates · Not checkable · 29 Aug 2026 |
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Bill Gates | Not checkable |
29 Aug 2026 |
Those are two stunning thresholds.
Bill Gates · Not checkable · 29 Aug 2026 |
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Bill Gates | Not checkable |
29 Aug 2026 |
I do think, wow, this is sure an interesting time.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
But I am very concerned.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
Those are both things where I went, oh my God.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
From a productivity point of view, we are in heaven.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
If you’re a curious person, this is a mind-blowing time.
Bill Gates · Not checkable · 29 Aug 2026 |
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Bill Gates | Not checkable |
29 Aug 2026 |
It’s very unnatural for me to think that innovation may be a net negative if it’s not managed properly.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
I did not expect that a statistical machine would essentially learn to read, and the idea that the code is better than human code.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
It’s three a.m. I want to understand sodium batteries, and now there’s no reason to go to sleep.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
I joke with people that I used to have Claude-like people that I would send email to, but they were so slow, and there were some topics…
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
The turbulent AI era is here. The choices we make now are critical.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
Even though this may come across as negative, that’s the truth.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
Here we go. Yeah, it’s crazy.
Bill Gates · Not checkable · 29 Aug 2026 |
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Bill Gates | Not checkable |
29 Aug 2026 |
I’m the guy who in my 30s thought people in their 50s or 60s didn’t understand anything.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
I don’t think being pessimistic is helpful.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
The more I wrote the memo, the more I was like, Jesus, we really need to get our act together here.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
29 Aug 2026 |
I was shocked by ChatGPT, and I was shocked by Claude Code.
Bill Gates · Not checkable · 29 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
26 Aug 2026 |
My message to leaders is: You have a chance to act now, before unemployment rises sharply, communities are hurting, and public trust has…
Bill Gates · Not checkable · 26 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
26 Aug 2026 |
If someone had a credible plan for slowing down AI advances globally, I would likely support it,
Bill Gates · Not checkable · 26 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
26 Aug 2026 |
You can make sure AI benefits everyone.
Bill Gates · Not checkable · 26 Aug 2026 |
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Bill Gates | Not checkable |
26 Aug 2026 |
AI will either be the greatest equalizer ever invented, or the worst source of injustice,
Bill Gates · Not checkable · 26 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
26 Aug 2026 |
I don’t see evidence that leaders, experts, and communities are confronting the challenges adequately.
Bill Gates · Not checkable · 26 Aug 2026 |
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| Not checkable |
Bill Gates | Not checkable |
26 Aug 2026 |
And you can work with other governments to meet this national and global challenge.
Bill Gates · Not checkable · 26 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
By contrast I think the right ‘rules of the road’ can simultaneously (a) address AI’s cyber/bio/alignment risks, (b) institutionally…
Dario Amodei · Not checkable · 16 Aug 2026 |
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Dario Amodei | Not checkable |
16 Aug 2026 |
We try very hard to make proposals that disadvantage (slow down) frontier AI companies while *advantaging* smaller competitors,
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
That is totally on us, and I think it’s the criticism you should be making, instead of all this stuff about messaging and marketing.
Dario Amodei · Not checkable · 16 Aug 2026 |
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Dario Amodei | Not checkable |
16 Aug 2026 |
I know that there’s a sort of Silicon Valley shorthand where regulation = regulatory capture = concentration of power, but I’ve always…
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new…
Dario Amodei · Not checkable · 16 Aug 2026 |
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Dario Amodei | Not checkable |
16 Aug 2026 |
this is a big problem.
Dario Amodei · Not checkable · 16 Aug 2026 |
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Dario Amodei | Not checkable |
16 Aug 2026 |
I think it is fundamentally a crisis of trust,
Dario Amodei · Not checkable · 16 Aug 2026 |
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Dario Amodei | Not checkable |
16 Aug 2026 |
I think by far the most accurate criticism of AI companies including Anthropic is that we haven’t yet delivered on our big promises to…
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
Many people outside this bubble think of regulation as something that constrains corporate power and benefits ordinary people.
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to…
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
16 Aug 2026 |
AI is *structurally* a technology that tends to concentrate power
Dario Amodei · Not checkable · 16 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
I think the right “rules of the road” can simultaneously (a) address AI’s cyber/bio/alignment risks, (b) institutionally constrain the…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
We try very hard to make proposals that disadvantage (slow down) frontier AI companies while *advantaging* smaller competitors.
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
This hurts the business interests of the frontier labs and helps challengers, including open-weights!
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
At their best, institutions can vest power in ideas rather than people, and thereby decentralize that power.
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
The approach that the Trump administration is reported to be taking — pre-deployment testing for frontier models, and also testing of…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
I do not think that the events of the last few months have “failed to result in [my] preferred regulatory path”.
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
I don’t usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
Open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
This is why Anthropic has always made its policy proposals very carefully.
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
Overall my view is that AI is *structurally* a technology that tends to concentrate power, for reasons that have nothing to do with…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
I know that there’s a sort of Silicon Valley shorthand where regulation = regulatory capture = concentration of power, but I’ve always…
Dario Amodei · Not checkable · 15 Aug 2026 |
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| Not checkable |
Dario Amodei | Not checkable |
15 Aug 2026 |
I think that “either concentrate it in the hands of a chosen few companies and politicians via regulation or distribute it widely” is a…
Dario Amodei · Not checkable · 15 Aug 2026 |
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Dario Amodei | Not checkable |
15 Aug 2026 |
I am also supportive of Demis Hassabis’ ideas around a FINRA-like entity.
Dario Amodei · Not checkable · 15 Aug 2026 |
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Ørsted | Not checkable |
13 Aug 2026 |
Within total shareholder returns, focus is on creating value through earnings growth rather than a higher dividend yield, reflecting the…
Ørsted · Not checkable · 13 Aug 2026 |
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| Not checkable |
Ørsted | Not checkable |
13 Aug 2026 |
With the measures taken to strengthen Ørsted’s capital structure and financial foundation, Ørsted is in a position to pursue new, value…
Ørsted · Not checkable · 13 Aug 2026 |
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| Not checkable |
Ørsted | Not checkable |
13 Aug 2026 |
Ørsted is a global leader in developing, constructing, and operating offshore wind farms, with a core focus on Europe.
Ørsted · Not checkable · 13 Aug 2026 |
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| Not checkable |
Ørsted | Not checkable |
13 Aug 2026 |
Ørsted is on track with its updated strategy and continues to deliver solid operational performance.
Ørsted · Not checkable · 13 Aug 2026 |
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| Not checkable |
Ørsted | Not checkable |
13 Aug 2026 |
I’m pleased with our strategic progress in the first half of the year.
Ørsted · Not checkable · 13 Aug 2026 |
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Bill Ackman | Not checkable |
12 Aug 2026 |
Over time, high rates of earnings growth overwhelm the short-term impact of multiple compression.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We view Meta as one of the clearest beneficiaries of AI
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We believe that the current trading prices of our portfolio companies in many cases reflect such a temporary unfavorable dislocation from…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
While investors are assigning a lower probability to a favorable resolution in the near-term, the per-share intrinsic values of Fannie and…
Bill Ackman · Not checkable · 12 Aug 2026 |
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Bill Ackman | Not checkable |
12 Aug 2026 |
We believe stablecoins represent an opportunity for the card networks rather than a threat.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We have chosen to invest in businesses that have relatively high rates of EPS growth because, for among other reasons, the longer the…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We believe PSH is an excellent long-term investment when purchased at NAV.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
we believe the market overestimates the portion of segment profits susceptible to AI disruption and underestimates the potential for AI to…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We carefully follow, track, and update our library as we patiently wait for our target (TGT) companies to become available at valuations…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
Over a very long period - say the full lifespan of a business - the investment returns from owning a company's shares should approximately…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
If Vantage achieves our goal of achieving a long-term return on equity of 20% or more
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
Our strong preference is for PSH's shares to trade at or around intrinsic value for which we believe PSH's NAV per share is a conservative…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
The latter is a decisive risk management advantage over perps venues
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
Valuation is increasingly disconnected from its fundamentals.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
In our view, time reallocated toward short-form video is far more likely to come from share donors like linear TV or lower-quality…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
In our view, Visa and Mastercard are among the highest-quality businesses in the world.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
In summary, in ICE we see a classic, simple, predictable, free-cash-flow-generative business that has sold off on concerns we view as…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We attribute this to investor concerns around stablecoin disruption, agentic commerce, and proposed U.S. regulation, each of which we…
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
Indices is a high-margin royalty on equity market appreciation and continued active-to-passive flows.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
We accept the volatility of earnings multiples associated with macro events and market flows on the valuation of our portfolio companies.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
When stock prices get dislocated in the short term, the tether stretches and eventually stock prices revert to fair values.
Bill Ackman · Not checkable · 12 Aug 2026 |
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| Not checkable |
Bill Ackman | Not checkable |
12 Aug 2026 |
While the share price performance of our portfolio companies has been highly volatile year-to-date, their underlying business progress…
Bill Ackman · Not checkable · 12 Aug 2026 |
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