The AI Bubble Is in OpenAI, Not AI Itself | Bill Ackman @thewesternspirit

Uploaded July 2026 | Updated September 2026, 2 weeks ago

Is artificial intelligence in a bubble—or are investors looking in the wrong place?

In this clip, Bill Ackman explains why he's bullish on AI infrastructure companies like Microsoft, Amazon, and Meta, while expressing more caution about the long-term business models of frontier AI companies such as OpenAI as open-source competition continues to grow.

#BillAckman #AI #OpenAI #Microsoft #Amazon #Investing #Tech #YouTubeShorts

The AI Bubble Is in OpenAI, Not AI Itself | Bill Ackman

$Yaakov Katz EXPOSES What Really Happened Before October 7 In this explosive episode of The Western Spirit, Ariel Whitman sits down with journalist, author, and former Jerusalem Post editor-in-chief Yaakov Katz for a deep conversation about October 7, Benjamin Netanyahu, Israeli society, Hamas, the failures that led to the deadliest day in modern Israeli history, and why Netanyahu remains politically powerful despite it all. Katz argues that October 7 was not just an intelligence failure — but the collapse of an entire political and military “concept” that convinced Israel Hamas was deterred and uninterested in war. The conversation explores: *Why Netanyahu survived politically after October 7 *Why so many Israelis still support him despite the failures *The intelligence collapse before the Hamas attack *Israel’s internal divisions and political polarization *Why Yaakov Katz believes Israeli society is becoming dangerously fractured *Hamas, Gaza, Iran, and the future of the Middle East Yaakov Katz is the former editor-in-chief of The Jerusalem Post, a senior fellow at the Jewish People Policy Institute (JPPI), and co-author of the bestselling book While Israel Slept: How Hamas Surprised the Most Powerful Military in the Middle East. 📌 Watch, share, subscribe and join the conversation to uncover what’s really at stake. 📌 Support the channel by buying me coffee! ☕️ https://buymeacoffee.com/westernspirit 📌 For business inquiries, including advertising opportunities on our show, please email us at: thewesternspiritpodcast@gmail.com Chapters 00:00 Introduction: Accountability and Leadership in Israel 02:14 How Did Israels Government Survive Post-October 7th? 04:09 The Macro and Micro Failures Leading to October 7th 09:29 Israeli Society: Fractures, Divisions, and the Impact of Judicial Reform 14:05 The Rise of Religious and Secular Divides in Israel 20:01 The Political Landscape: Netanyahus Long Dominance 29:48 The Character of Netanyahu and Political Power Dynamics 37:47 Demographics, Society, and the Future of Israeli Society 45:06 The Failures of Military and Intelligence in October 7th 53:44 The Limits of Military Power and the Need for Political Solutions 01:00:08 The Role of the Diaspora and Support for Israel 01:01:29 The Challenges of Preemptive Action and Political Will 01:03:34 The Shift to Constant Warfare and Its Consequences 01:04:20 Conclusion: Leadership, Society, and the Path Forward #Netanyahu #Israel #YaakovKatz #October7 #Hamas #BenjaminNetanyahu #WesternSpirit$

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The AI Bubble Is in OpenAI, Not AI Itself | Bill Ackman