跨国深谈← 返回←Bill Ackman

① 他说过的话

9 条

你需要想清楚的事情是颠覆的风险。AI 所做的，是极大地增加了颠覆的风险。
The thing that you need to think through is the risk of disruption. What AI has done is massively increase the risk of disruption.
—— Bill Ackman · [30:22]

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你几乎可以从任何事情中恢复过来。
You can recover from almost anything.
—— Bill Ackman · [11:58]

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典型的病人在出院时被送进养老院，因为家人无法照顾他们，几个月后死于肺炎。
The typical patient ends up in a nursing home when they check out of the hospital because the family can’t take care of them, and they die a few months later from pneumonia.
—— Bill Ackman · [13:30]

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在风险投资中，你真正押注的是这个人，更甚于商业计划。
In venture, you’re really betting on the person and more than the business plan.
—— Bill Ackman · [28:17]

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我更看重人而不是创意，因为最初的想法往往不是最终取得成功的那个想法。
I weight the person more than the idea because often the original idea is not the idea that turns out to be the success.
—— Bill Ackman · [29:01]

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在一个人人都能使用同样 AI 的世界里，很难做到差异化。
In a world where everyone has the same access to AI, it’s hard to be differentiated.
—— Bill Ackman · [37:21]

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这些是我们最好的投资之列，而它们是你在模型里找不到的，AI 不会告诉你去做这些事情中的任何一件。
Those are among our best investments and they were, you couldn’t have found in a model, you know, AI would not have told you to do any of those things.
—— Bill Ackman · [37:57]

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这只是提醒了我们，做空真是一门非常糟糕的生意。
And it just reminded us that it’s a really shitty business.
—— Bill Ackman · [41:14]

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Pershing Square 投资的是世界上确定性最高的公司，而我们认为这里的结果离散度已经急剧扩大。
Pershing Square invests in the highest certainty companies in the world, and we think the dispersion of outcomes here has widened dramatically.
—— Bill Ackman · [52:18]

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② 出现在这些集

1 集

• 《从女儿脑出血到再造伯克希尔：Bill Ackman 谈投资、AI 泡沫与人生》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

AI · 颠覆风险 · 泡沫 · 永久资本 · Pershing Square · Cognition · Howard Hughes · Netflix · Brookfield · Berkshire Hathaway

④ 也在聊「创业与行业」的人