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Book · How it goes wrong

Going Infinite

Michael Lewis · 2023

Michael Lewis inside FTX before and during its collapse — a contested book that is more useful for what it demonstrates than for what it argues.

Why it is here

Lewis had extraordinary access to FTX before the collapse and continued reporting through it. The result is a portrait that many readers found insufficiently sceptical, and the criticism is fair enough to be part of the value.

What it demonstrates unintentionally is proximity capture: how an observer with exceptional access can end up with a less accurate picture than one reading the public record from a distance. That is a live risk for any angel who becomes close to a founder.

Read it alongside Number Go Up, which covers the same period from an explicitly sceptical distance, and note that the more distant account has held up better.

Read it if

You want to see what access does to judgement, in a case where the outcome is known.

Skip it if

You want a reliable account of what happened at FTX — read it as a primary source about its author's vantage point.

Pair it withNumber Go UpZeke FauxA reporter's sceptical tour of the crypto boom, arriving at FTX from the outside and asking the questions the insiders did not.

Going Infinite: common questions

Is Going Infinite a reliable account of FTX?
It is contested, and reasonable readers found it insufficiently sceptical of its subject. Read it as a document of what exceptional access does to an observer rather than as the definitive record — that reading is the useful one.
What is the lesson for an angel?
Proximity captures judgement. Becoming close to a founder gives you information nobody else has and makes you materially worse at evaluating it, which is why reference calls and outside views matter most in the companies you feel closest to.