Ukraine's drone dominance proves AI-driven defense tech wins wars, fueling demand for Palantir's government AI platforms
Ukraine will win the war with Russia. Better tech beats manpower in all future wars.
+1.25%open horizon
Speakerguest
Bill Ackman
@BillAckman / appears on all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, all-in, all-in, all-in, tweets, all-in, all-in, all-in, all-in, tweets, all-in, tweets, all-in, tweets, all-in, all-in, tweets, all-in, all-in, all-in, all-in, tweets, all-in, tweets, all-in, all-in, tweets
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Speaker record
Ackman singles out Salesforce as the kind of high-priced enterprise software whose monopolistic per-customer pricing is exposed as AI lets buyers self-serve, versus low-priced platforms like Microsoft he sees as safe. The stake is a directional negative on Salesforce specifically.
I worry more about a salesforce um than I do about your kind of um I think you got to do the work... when someone had a kind of a niche software product, they're charging, you know, 30,000 a year or something like this. I think those companies are really at risk.
+23.37%3-12mo
Ackman is reshaping Howard Hughes into a Berkshire-style insurance compounder, redirecting real-estate cash flow into a Buffett float-and-surplus model, and frames the entry as buying assets at roughly 60 cents on the dollar. The stake is a long bet that the conglomerate transformation closes the discount to liquidation value.
We're going to build this into a compounding machine over the next 50 years. It's something I've always wanted to do. We have the benefit of understanding both the insurance side of the business and we can manage the assets well. We can buy it at, you know, whatever, 60 cents on the dollar.
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.