01 / recommendation
Built The Undoing Projects.
“I wrote a book called The Undoing Projects. It got me think about collaboration.”
- Speaker
- Michael Lewis
- Publisher
- Acquired
Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
65 published records
01 / recommendation
“I wrote a book called The Undoing Projects. It got me think about collaboration.”
02 / recommendation
“The Name of The Wind, Patrick Rothfuss, I read at the beginning of the year, very beginning of the year, at the end of the thing I just finished.”
03 / recommendation
“I listened to an episode of Invest Like the Best about a year ago, which was a really, really long interview with Graham Duncan.”
04 / recommendation
“It's similar, but I bought a Rimowa suitcase this year and I love it. It's just a suitcase, but I love it.”
05 / recommendation
“One great book I read for research was Last Man Standing to prep for the Jamie Dimon interview.”
06 / recommendation
“Everything needs to pass through multiple cycles of source material through my brain, through my fingers, onto a keyboard, and recycle back through about three times. I don't use AI note taking.”
07 / commitment
“We did four really just incredible interviews with the CEOs of Netflix, Perplexity, AWS, and JP Morgan Payments. I will say, Ben, it was extra special in retrospect.”
08 / uncertainty
“The way you respond to each other when you're presenting material is helping the audience under understand how they should feel about it. You're giving them sometimes very dry facts, like, I don't know.”
09 / uncertainty
“We are sitting in the Google garage. I don't know exactly. I'm not sure exactly what happened in the Google garage.”
10 / belief
“I think Berkshire, we learned so many things from. We did this three part saga on Berkshire Hathaway.”
11 / belief
“If I had pitched you on Acquired in 2015, there's no way I would've said Acquired helps you understand why the world is arranged the way it is. Now I think that is absolutely the promise that we come through on.”
12 / belief
“I think we did our part two, and then we got a note from NVIDIA saying, Jensen has listened and wants to know who your inside sources are because it's the most correct telling of NVIDIA's story ever.”
13 / uncertainty
“I don't know what the end is. When I don't know what the end is, I don't know what the beginning is.”
14 / belief
“I think we already were awake to the idea that all that matters is the late years of compounding.”
15 / commitment
“We will never lose money for our investors ever. We will do everything we can possibly do to make this fund in the black.”
16 / belief
“In fact, I remember in one of my last few years of being a venture capitalist, one of my partners asked me how I learned so much so quickly about different industry dynamics.”
17 / belief
“Language is a lossy compression of thought, but I think the reverse is also true for some people.”
18 / evaluation
“If an agency reaches out and says, we want to place ads on your podcast, we write them a very nice note if we're able to get to the email and say, oh, we don't work with agencies, but thank you so much for your interest.”
19 / belief
“I think news just came out today that Bluey is coming to Animal Kingdom in Disney World in 2026.”
20 / belief
“I think on average it's 27, so some skews are selling in two days that they're turning.”
21 / belief
“Probably to a fault and with a bias, we believe that about Acquired every time we look at anything else.”
22 / belief
“The corporate Americas I think just generally does less of that than it used to do a long time ago.”
23 / belief
“Literally, Susan Wojcicki lived here. I think she just bought the house. David This was her house.”
24 / belief
“I think a lot of people think it is an analytical industry, you're learning all about the company, you're doing diligence.”
25 / belief
“I think we told them about the episode. I tell them all them like, you guys got some magic here.”
26 / belief
“Now in that first episode, I think there are more ads than there are you two speaking.”
27 / belief
“I think there are two different things that we're talking about here. One is milking the market, yes or no.”
28 / belief
“We put all this work into finding the best partners for our sponsors in every category that we think are great.”
29 / belief
“Season two is about to come back. I think that's Jonah Nolan and Lisa Joy again, artists.”
30 / belief
“I think the whole business side and there's a lot of the content too, but the whole business side of Acquired starts with we were venture capitalists.”
31 / belief
“We try to write it as if we're almost talking about what we think is interesting about the business.”
32 / belief
“I repressed this deep down. If I'm honest with myself, I think I felt like a fraud as a VC.”
33 / uncertainty
“I got the sense from The Undoing Project that Kahneman and Tversky's relationship was very intense. I don't know that I would describe our relationship as intense.”
34 / commitment
“I will come back to that. I want to talk a little bit about you as investors, but we'll come back to that and how that's different from being a podcaster.”
35 / commitment
“I owe a book on June the 1st that will come out September the 29th, that I will start writing on January the 5th.”
36 / belief
“I think in the first 10 episodes. The first five episodes, we got feedback saying, you guys need to disagree more, but I don't think we quite realized that we should reveal surprises for each other until five years ago, four years ago.”
37 / prediction
“We carve out one or multiple chunks that Ben will take, and then Ben is responsible for the analysis.”
38 / belief
“Again, this is one of these things that we learned early but then got reinforced through episodes.”
39 / belief
“If Michael Lewis Inc, we want you to be a sponsor, I would say, we're not coming to pitch you, but we're deciding a year in advance.”
40 / belief
“We were currently researching Bell Labs, and I think I felt like we were chasing this esotericness.”
41 / belief
“I got to imagine for your subjects, and I think a big part of us too, is there's the truthy aspect, which is very important, but there's also the, this is going to be great.”
42 / belief
“I think the biggest reason Acquired works is how you started off the conversation.”
43 / belief
“I think the reasons Acquired will eventually fail, I don't think come from like platform disruption like, oh, TikTok's going to make it so people want short form instead of Acquired.”
44 / belief
“I think we think about narrative structure, acts, and what a story is. When we're reading books sometimes, a lot of books, especially corporate history books are, this happened, then this happened, then this happened, and then this happened.”
45 / belief
“I think there's an argument to be made that in any industry where they're both private and public companies.”
46 / belief
“I was just about to say that I think I trust my process. It's self-trust, but that's a form of trust.”
47 / belief
“What it's getting across I think, being famous like a movie star is, puts you at a certain distance to the world around you, and that distance has a price.”
48 / observation
“Another company sells the ads. I thought that was the way to make it seamless. What's integral to my life will be the things that we're talking about.”
49 / observation
“I don't think we figured out the way to do it, and everybody else should just snap our way.”
50 / commitment
“I will say one of the most interesting conversations was with Max Neukirchen, the global co-head of JP Morgan Payments.”
51 / belief
“I think you mean it earnestly and we mean it earnestly of like, I want to make something.”
52 / belief
“If you were going to ask me how you were going to fail, that's exactly the thing I would say.”
53 / belief
“Companies that we think are great, where we don't have to take a side in a big contentious current thing conversation.”
54 / belief
“I think we're trying to store up as much potential energy in Acquired as we can rather than anytime there's a way to make it show up on the financial statements, like letting out the pressure and being like, yup, second show, yup, more ads, yup, dynamic ads from an ad network.”
55 / belief
“Speaking of sports, mine is The Glue Guys podcast, which I think we both went on this year, which actually was the origin of us meeting.”
56 / belief
“I'm going to start by this 10-year journey. I think I can see some things you've learned.”
57 / evaluation
“I've had exciting collaborations with people, and the feeling I get is this person is bringing out a better version of me, which is why I asked if your spouses were threatened because Kahneman and Tversky's spouses were threatened is too strong a word, but they were very aware that the relationship that was the most important in their lives was not with their spouse.”
58 / evaluation
“Because of where you're coming from and because you're thinking of this in very practical terms like why did this work, you do get away with it. It's just that first episode, you're almost like different people, but I'm going to hold back on what I think you've learned because I want to see if you get to it.”
59 / evaluation
“You were discovering these things that nobody's talking about, whereas when we do something like Trader Joe's, someone says, what are you working on, and we're like, Trader Joe's, they're like, I love Trader Joe's.”
60 / commitment
“There were a lot of things when we started doing Acquired where we were doing this business analysis podcast, but I didn't know finance.”
61 / prediction
“If we put this in the feed, if we don't live up to the expectations that our listeners have, we will burn them and they will leave us forever.”
62 / commitment
“I wrote my thesis on the history of Dom Perignon and the marketing history of Shakespeare.”
63 / preference
“From July until now, I've listened to maybe 10 of the episodes, which is a lot of hour listening time.”
64 / evaluation
“I think we found our way to that probably four-ish years ago, maybe five years ago, where we used to feel like we were bad at podcasting because we couldn't make very many, because we didn't have a whole production team, and we didn't have professional ad salespeople.”
65 / recommendation
“I don't use AI note taking. I write physical notes and hard copy books. If I am not doing that, I feel like it's not going to work.”