Michael Lewis

It's an access business.

But that picking is like a super art.

Early stage picking is not understanding a company.

It's a whole different thing.

I mean, we do the work in choosing our sponsors.

And we're like, OK, great.

That box checked.

Our sponsors are not non-obvious companies that all growth stage investors don't want to get into.

Well, I think it prepared us to create the business that we created, for sure.

that you didn't know how to do when you started.

Reading yearbooks and being a liberal arts major at Princeton for me.

I think we think about narrative structure and acts and what a story is.

When we're reading books sometimes, a lot of books, especially corporate history books, are this happened, and then this happened, and then this happened, and then this happened.

that's fine for cataloging history.

Right, it's not a story.

That is not a story.

And at a certain point, we realized, like, you can't do, and this happened.

Yeah, if you were an early stage VC.

There are a couple things that are true for all podcasts.

One is AirPods.