/Tech20h ago

Third Point founder Dan Loeb says the hedge fund is shifting from event-driven investing toward AI opportunities

Loeb also argued that active stock picking is returning.

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#41

Original post

@jason#52

The All-In Podcast@theallinpod

LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back

@DanielSLoeb1 joins the Besties on stage in Napa!

(0:00) Dan Loeb joins the Besties!

(0:34) Investor journey: From message boards to a multibillion dollar hedge fund

(3:15) Third Point's early days: mentors and market turmoil

(8:47) Strategy shift: Event-driven to quality and AI

(16:01) The art of short selling

(22:15) Criminal justice reform and the Ross Ulbricht pardon

Thanks to our partners for making this possible!

EY (@EYNews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai

12:38 PM · Jun 5, 2026 · 190.2K Views

Sentiment

Many users praised Dan Loeb as a legendary mentor and investor after his All-In podcast discussion on short selling and AI strategy, while some mocked the hosts.

Pos

83.3%

Neg

16.7%

7 comments with sentiment.

Cluster Engagement

Posts from X

Most Activity

VIEWS138.8KBOOKMARKS224LIKES448RETWEETS26REPLIES18

Chamath Palihapitiya@chamath

Beast…Dan Loeb.

The All-In Podcast@theallinpod

LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back

@DanielSLoeb1 joins the Besties on stage in Napa!

(0:00) Dan Loeb joins the Besties!

(0:34) Investor journey: From message boards to a multibillion dollar hedge fund

(3:15) Third Point's early days: mentors and market turmoil

(8:47) Strategy shift: Event-driven to quality and AI

(16:01) The art of short selling

(22:15) Criminal justice reform and the Ross Ulbricht pardon

Thanks to our partners for making this possible!

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai

18h138.8K448224

@jason@Jason

@chamath So good

Chamath Palihapitiya@chamath

Beast…Dan Loeb.

16h14.3K96

FreddiePatekLives@PatekLives

@theallinpod @DanielSLoeb1 MAGA idiots at @theallinpod in shambles

16h148

Super Future Proof@sfproof

@theallinpod @DanielSLoeb1 DL taught me more about investing that just about anyone. Great mentor and an all around good dude.

19h4802

Andrew Firlik@AndrewFirlik

@theallinpod @DanielSLoeb1 Great interview!! Thank you!

19h294

Martha Johnson@MarthaJohn1679

@theallinpod @DanielSLoeb1 It's going to be a great weekend. I'm baking some sugar cookies for tonight's NBA Finals game. Go Knicks! I'm bookmarking the Liquidity Summit videos so I can watch them later. I love having something to look forward to. Go Besties!

20h230

B. Mohammed@BMohammedl

@theallinpod @Jason @DanielSLoeb1 the real question rn is w/ AI compressing every edge out there who actually has the nerves n the right framework to short in this mkt. ngl this ep is a must listen.

19h165

Marcus Rominger@MorningShow0099

@Jason @chamath Jason- what’s the strategie behind the investment in @MagpieLoans?

16h291

OC16@kamikazzzi1981

@theallinpod @DanielSLoeb1 inexplicable insouciance! Legendary investor

15h10

GenAI Level Up@GenAI_Level_UP

Loeb hits on a crucial paradox here: As AI and autonomous agents commoditize data parsing and execution, the 'Human Premium'—trust, relationships, and looking an LP in the eye—actually becomes more valuable, not less. 💡 Will the ultimate moat for tomorrow's funds just be pure human connection? Curious to hear how others are pricing this in.

https://allin-breakdown.com/documents/cd223de7-ff4a-4dd4-9d59-1648bcee86ae/dan-loeb-the-lost-art-of-short-selling-and-why-stock-picking-is-back

11h7

FreddiePatekLives@PatekLives

@theallinpod @DanielSLoeb1 Like @chamath and @DavidSacks and @friedberg are literally crying

16h6