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.
2 EPISODES2 SHOWS
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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.