Bill Ackman

CEO Pershing Square, Co-trustee @PershingSqFdn

[STEVE NOVAK @stevenovak16]

No words

[Ari Fleischer @AriFleischer]

If you paint a swastika on a school, it’s a crime. You will be investigated, arrested, sentenced and fined.

If you put something similar on your chest, you can become a Democrat Senator and the D party will give you millions of dollars.

The modern-day D party is a disaster.

[Brett Hanfling @Brett_Hanfling]

Hang it in the louvre.

[𝐍𝐢𝐨𝐡 𝐁𝐞𝐫𝐠 🇮🇷 ✡︎ @NiohBerg]

The total amount since January is 137 kilos.

It’s Auschwitz level amounts of hair from just two days of slaughtering innocent Iranian women.

This is why we never saw piles of female bodies in the morgues. They were harvested.

[Bill Ackman @BillAckman]

Sports, the last thing that still brings us together.

[KnicksMuse @KnicksMuse]

This is the clip.

[Jesse Livermore @Jesse_Livermore]

Here's a table of Mag 7 Price-to-Sales (fwd) ratios at IPO next to what they "should have been" knowing what we know now.

Spacex at the end. If future Spacex growth = AMZN 1997 or NVDA 1999, you'll still kill it. But if it's "just" META 2012 or AAPL 1980, pricing in too much.

[Hillel Neuer @HillelNeuer]

BREAKING: Iran launches ballistic missile attack against Israel.

Targeting civilians with missiles is a war crime.

We call on the U.N. Security Council to meet immediately and condemn Iran's blatant aggression in violation of the U.N. Charter, and its breaking of the ceasefire.

[Visegrád 24 @visegrad24]

BREAKING:

Iran has launched a number of ballistic missiles at northern Israel.

Expect Israeli airstrikes against Iran in the coming hours…

[Mor Edge Insight @MorEdge_Insight]

Even Arab leaders admit it.

Everyone is sharing the Bill Clinton clip where he describes how Yasser Arafat rejected a generous peace offer at Camp David that would have given the Palestinians a state on 96 percent of the West Bank, land swaps, and a capital in East Jerusalem. Clinton says Arafat lied to him and that the Palestinian leadership never actually wanted a two-state solution. They wanted to destroy Israel. It’s a video often shared by people like @VividProwess, and it’s an important one for people to see.

Of course, critics immediately dismiss it. They claim Clinton is biased or he’s pro-Israel. They’ll tell you that you cannot trust the American perspective.

Ok, so let us set that aside.

Now watch this.

In this powerful interview, former Egyptian President Hosni Mubarak, a major Arab leader who was directly involved in negotiations, says exactly the same thing from the Arab side. He talks about the Mena House Conference in Cairo as well as the Camp David negotiations of 1978. All failed because of the Palestinians repeatedly rejecting any offer. The Oslo accords were signed but because Hamas and the Palestinian Islamic Jihad were not involved, they derailed the accords and any chance for peace by initiating 4 years of terrorist suicide attacks in Israel. Then came the second Camp David negotiations in 2000 which Arafat agreed to, then rejected and instead initiated the Second Intifada.

Mubarak explains how the Palestinians refused to even participate in the Mena House conference of 1977. He describes repeated opportunities they were given, including a detailed document that called for Israeli withdrawal from the Samaria, Judea and Gaza, security arrangements during a transitional period, and other major concessions. The Israelis were willing to negotiate on difficult issues like who would control security. The Palestinians, according to Mubarak, kept saying no and wasting chance after chance.

He speaks with clear frustration about how for decades the Palestinian side has rejected peace initiatives and realistic compromises.

The video further shows footage from the PLO representative in 1977, as well as old footage of Egyptian president Sadat who was involved in the Mena House and first Camp David negotiations of 1978.

This perhaps is far more impactful than Clinton’s account because it is not a Western or Israeli voice. It is prominent Arab leaders who lived the negotiations, who represented the broader Arab world, and who had zero incentive to defend Israel.

When leaders from both sides of the table describe the same pattern of Palestinian rejectionism and violence, it becomes much harder to dismiss as bias.

The pattern is clear across decades and across different voices… generous offers, repeated refusals, and continued demands for everything while giving nothing in return.

This is not ancient history. It is the core reason the conflict continues today.

If you value the truth, please share.

[Sawyer Merritt @SawyerMerritt]

I may be getting a bit ahead of myself here, and it's important to note that Elon said the Anthropic deal is a short-term one. Still, it's possible that @SpaceX could exit 2026 with an annualized revenue run rate approaching $60B. SpaceX did $18.7B of revenue in 2025.

The rough math:
• Starlink, Starshield, launch services, 𝕏, etc: ~$22 billion. If Starlink continues growing at its current pace, this estimate is likely conservative.

• Compute-capacity leasing agreements: ~$30 billion annual revenue run rate. The announced Anthropic and Google agreements already represent roughly $26 billion in annual recurring revenue. Assuming SpaceX (SpaceXAI) signs at least one smaller additional deal, reaching a $30 billion run rate absolutely seems achievable. The Google agreement is expected to remain in place through at least early Q2 2027, per their agreement, provided SpaceX delivers the contracted GPU capacity by end of October 2026. After December 31, 2026, the agreement may be terminated by either SpaceX or Google upon 90 days' notice.

• Cursor (assuming the acquisition closes): ~$6–7 billion annual run rate. Media reports say Cursor was at a $3 billion annual revenue run rate about a month ago, up from $2 billion earlier this year. Those same reports suggest it could double again by the end of 2026. If true, that's a strong addition under the SpaceX umbrella.

Combined, that would put SpaceX near a $58–59 billion annual revenue run rate by the end of 2026. To be clear, this is all very speculative, but SpaceX has been surprising us a lot lately with its ability to generate additional revenue in ways most didn't expect.

If the Cursor acquisition is completed, SpaceX may eventually want to reclaim some of the compute capacity currently being leased out, which would reduce near term revenue, but could set them up well long term if they create stronger competitive products/services using that capacity.

SpaceX could also build additional data center capacity while continuing to lease out its existing infrastructure. Given how quickly SpaceX has been deploying these data centers - and that its competitors don't appear to have figured out how to do so at the same pace- the latter doesn't seem out of the question.

It's worth pointing out that SpaceX has another 220,000+ Nvidia GB300s coming online soon, as well as many other important milestones ahead. Even if the scenarios above don't play out, this one hell of a roadmap:

[John M Chell @JohnMChell]

Let me remind this piece of garbage what she said and deleted. Not to mention Mayor Mamdani supports her - DISGRACEFUL.

Darializa Avila Chevalier:

-Called for abolishing police: “No more police at all ever.”

-Called for abolishing prisons and borders: “A world without borders… without prisons or police…”

-Said “literally, abolish the border” and “all deportation is wrong.”

-Shared/endorsed “Israel doesn’t exist.”

-Supported seizing properties from landlords.

-Posted “Seize the means of production.”

-Referred to the U.S. as a “f—king disgrace.”

-Blamed the U.S. for “bullying Russia” before the Ukraine invasion.

-Accused U.S. service members of war crimes and mocked veterans’ homelessness.

-Reposted “ALL PIGS EVERYWHERE ARE HARAM,”
apparently referring to police.

-Posted about wiping dirty hands on the American flag.

GFY! Get out of our country…

@NYCMayor @nypost @nycDSA @NYCCouncil @SpeakerMenin
@DarializaforNY

[Yehuda Teitelbaum @chalavyishmael]

Zohran Mamdani just endorsed Darializa Avila Chevalier for Congress.

On October 8th, 2023, while Jews were still being slaughtered, raped, kidnapped, and hunted across southern Israel, she attended the "All Out For Palestine" rally in NYC.

Some clips:

[Voices of WW2 @VoicesofWW2]

D-Day: Invasion of Normandy [Real Footage in Colour]

[Andrew Fox @Mr_Andrew_Fox]

Sam Harris has written the best thing you’ll read today.

https://t.co/gI0wZZNH4m

[The Iceman @the_iceman64]

90% of the soldiers on the first boats to hit the beach didn't live to see the end of the day. Look at those faces. Some of them never made it to 18.

Never forget that they paid the ultimate price for our freedom. We live our lives the way we do because of them.

[Eyal Yakoby @EYakoby]

Ro will be traveling to Maine tomorrow to actually campaign for Graham Platner.

You quite literally cannot make this up.

[Libs of TikTok @libsoftiktok]

This is INSANE

Democrats NY have passed a bill changing terms such as "mother" and "father" to "gestating parent" and "non-gestating parent."

It will now head to Gov Kathy Hochul to be signed into law.

Democrats are destroying what it means to be a mother and father.

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[Bill Ackman @BillAckman]

@dayetweets Yes. We will do a Spaces in connection with the quarter call.

[Bill Ackman @BillAckman]

My All-In interview segmented by topic. Interesting to be interviewed by four protagonists.

We discuss $PS, $PSUS, $HHH, $SPCX, and more.

[The All-In Podcast @theallinpod]

LIQUIDITY: Bill Ackman joins the Besties!

-- Investment evolution: activist, long-term holdings

-- Importance of business model quality in the AI era

-- What the market is missing

-- Building the next Berkshire

(0:00) @BillAckman joins the show!

(0:30) Evolving investment philosophy: What's changed over 20 years?

(4:40) AI: Greatest time to build a business, and a major threat to your portfolio

(7:50) Predicting market moves, the "rubber band effect"

(16:00) Owning founder-led companies

(19:30) Building the next Berkshire Hathaway

Thanks to our partners for making this possible!

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