Ben Gilbert

Well, it's the quote.

We started broadening with the Tesla episode in like 2019, maybe 18.

And why did you broaden?

It was David's idea, and he said, I have this thesis that the audience doesn't listen to us because they want to hear if a tech acquisition worked or not.

They want to hear the story and strategy of the most important technology companies.

There you go.

We were just dumping everything into the same shared document.

There's no surprise.

100% agree.

Every episode now going into recording day feels like a high wire act because we haven't fully scripted it out.

I'm like, I think this is going to come together.

But we had to add this thing called a production meeting about six months ago, one week before recording.

we are required to get together and share, agree on an episode structure, but not share any details.

Because we got so into this like improvisation thing that some of our episodes would sort of end and you're like,

That had no flow to it.

Like you guys had two completely different ideas for the episode.

Well, I think in the first 10 episodes, 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.

What you're hearing too is like, I'm supposed to be doing financial analysis as someone who's never been taught how to read a financial statement.

Right.