Michael Lewis

speaker

11,580 appearances 71 recordings 16 series first heard Sep 2020 last heard 23 Jun

Michael Lewis’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 64 in all, peaking in Oct 2025 with 44.

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Acquired · 10 Years of Acquired (with Michael Lewis) · 15 Dec 2025 podcast

Right.

You're going to enjoy this episode, and you're going to learn something from it.

And then you may come away thinking, like, this company is terrible.

You may come away thinking this company is righteous.

We don't always nail it, but that's the goal.

It's just like Costco but not as good.

Yeah.

At the very same time as we were recording, Toby was sharing the final stats.

So Shopify merchants did $14.6 billion in sales over the weekend, which was up 27% from last year.

Over 15,000 entrepreneurs made their first sales and 81 million unique shoppers bought from Shopify merchants.

Just wild.

And part of that growth was that for the first time this year, a few merchants were able to sell on Black Friday directly inside ChatGPT, thanks to Shopify's partnership with OpenAI.

So like no links or redirects, consumers could ask ChatGPT about Black Friday deals for products they're interested in.

And Shopify loaded actual checkout flows directly within their ChatGPT conversations.

This is just one example of why Shopify is so awesome and one of our very favorite companies in the acquired universe.

Shopify lets anyone sell in seconds online, in-store, on mobile, on social, on marketplaces, and now with AI agents.

And it's not just startups.

This is your show.

Carve-outs?

Carve-outs.

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