PERSON DIRECTORY
Michael Lewis
Host of Against the Rules. Michael Lewis appears in 2 indexed conversations across Acquired, Against the Rules. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
10 Years of Acquired (with Michael Lewis)
Ben GilbertDavid RosenthalMichael Lewis
Acquired turned scarcity into a competitive asset, cutting output from 26 episodes annually to 12 and then eight planned next year while investing heavily in research, access, and editing that make each release an event.After a 40% revenue collapse in late 2022, subscriptions, bespoke sponsorships, and selected sponsor investments strengthened its compounding economics, but the model remains dependent on two hosts retaining curiosity, trust, and creative energy.
Michael Burry Speaks | Michael Lewis
Burry says his Palantir put position was about $10 million, not the reported $1 billion, while arguing stock-based compensation and buybacks offset essentially all income.His broader warning is that AI capex may lift market capitalization faster than spending unfolds, while passive ownership could amplify a longer bear market; Google’s search economics face costly AI queries and likely LLM commoditization.